Drafting Estate Plans Made Easy (and Lucrative)
Generate world-class trusts with a few clicks, delight your clients, decrease payroll, and increase revenue. Zephyr makes drafting high-end estate planning a breeze.
Book a demoWhy choose Zephyr?
With Zephyr, you'll gain:
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Estate planning software built by attorneys for attorneys -
More time for closing new business
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High-value estate plans that clients will want to pay more for
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Rapid turnaround time and efficient service that will impress clients
With Zephyr, you’ll eliminate:
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Unnecessary payroll for hours spent manually drafting plans -
Costly document errors caused by human oversight
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Client frustration from process bottlenecks and delays in the final product
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Lengthy meetings gathering client data and reviewing mistakes
Our users love Zephyr. So will you.
“Instead of having all these papers I have to shuffle around in a consultation, Zephyr has this clean app where I can show clients in real-time that I was listening to their concerns and how I connected that with the different estate planning options that are available to them.”
Demi, Texas
“Zephyr is high tech. It allows attorneys to help their clients visualize the high-caliber service that they’re offering. It allows the client to understand why the plan they’re being recommended is important, and feel at peace with the decision they’re making.”
Seth, California
“Zephyr has taken meetings that would have lasted hours and condensed them down into a half hour. It’s made it so efficient and has helped me not be my own worst enemy. I spend far less time worrying about the paperwork and the law, and instead I can be more client-focused.”
Nathan, Arizona
“Zephyr has made all of my meetings so much more efficient. My clients love it. They love the visuals and being able to see their plan. It’s made it easier for them to comprehend and it helps me improve my communication.”
Katherine, Oklahoma
“Zephyr is super visual. We attorneys can speak in legalese and in concepts, and lose clients really easily. Zephyr helps conceptualize estate planning in a really tangible way. I can customize the meeting in a way that’s super helpful and goes beyond a regular attorney-client meeting.”
Bethany, Colorado
“Zephyr gives me so much more space to tailor the experience to the client. It removes the barrier between me and the client and helps me get more personal.”
Tristan, Oklahoma
So much more than just a trust.
Take advantage of a proven system to demonstrate the value of estate planning and increase your revenue. Zephyr will give you the training and tools you need to run Vision Sessions—a proven sales process that has helped attorneys help thousands of clients with their estate planning.
Built by Oath, Zephyr is one of the largest and fastest-growing estate planning firms in the nation, helping countless people plan for more every day.
With Zephyr, we’re on a mission to make estate and financial planning accessible to all.
Learn More
See if Zephyr could be a good fit for you. Start by completing this form and we’ll reach out.