Custodian is a client‑care platform for trust and estate‑planning firms that automates client intake and continuously monitors estate documents.
Funding
Funding not disclosed
Founders
Product
Problem
Estate‑planning firms often rely on manual intake processes and one‑time questionnaires, making it difficult to keep client documents current and to efficiently review complex estate files. This results in missed updates, duplicated effort, and limited client‑advisor interaction after the initial engagement.
Solution
Custodian offers a client‑care platform built specifically for estate‑planning practices to automate and streamline the intake of client information and the ongoing review of estate documents. The system captures client data through guided digital forms, then uses rule‑based automation to flag items that require attention or updating. Integrated secure AI enables advisors to query a client’s file via chat, retrieving relevant details without exposing sensitive information. By centering on continuous plan maintenance rather than a single questionnaire, the platform helps firms keep estates up to date and reduces manual administrative workload.
Target Audience
Primary customers are trust and estate planning firms, including attorneys and financial advisors, that need a scalable solution for client intake, document review, and continuous plan maintenance.
Features
- Guided digital intake forms that collect client data in a structured, searchable format
- Automated document review engine that identifies outdated or missing information and generates action items
- Secure AI‑powered chat interface that allows advisors to ask questions about a client’s estate and receive context‑aware answers
- Ongoing maintenance dashboard that tracks plan status, upcoming review dates, and compliance requirements
- End‑to‑end encryption and role‑based access controls to protect confidential estate information