Afterpath for Professionals // Early Access
Estate administration, finally built for how you work.
You manage multiple estates, juggle deadlines, and answer to grieving families—all with spreadsheets and sticky notes. Afterpath replaces the patchwork with a single, purpose-built platform that lets you move faster, bill smarter, and sleep better.
Join the Advisor Beta
Save My Spot
Early access for estate professionals—be first in line.
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The Problem
The work is complex. The tools are not.
Estate professionals spend more time on admin than advice. Current tools were built for other workflows and retrofitted—badly—for estate work.
Scattered systems
Asset inventories in spreadsheets, deadlines in your calendar, documents in five different folders. Nothing talks to anything else.
Deadline roulette
Miss a tax election or filing window and you’re personally liable. There’s no system reminding you what’s due—just hope and post-its.
Time you can’t bill
Hours disappear into status updates, family check-ins, and data entry. That’s time you can’t recover—or invoice.
The Platform
Built for the professional workflow.
Six integrated modules that replace the patchwork. Every feature designed around how estate professionals actually work.
Estate Ledger
One living record for every estate: assets, liabilities, distributions, contacts, and documents. Everything indexed, searchable, and audit-ready.
Multi-Estate Dashboard
See every active estate at a glance. Surface deadlines, flag blocked items, and triage across your entire book of business in one view.
Pathfinder
AI-powered guidance that surfaces the next best action for every estate. It reads the ledger, understands jurisdiction, and flags what you might miss.
PathKey
Encrypted credential and document vault. Share sensitive information with families and co-counsel without email attachments or password spreadsheets.
Filing Desk
Tracks every tax election, court filing, and regulatory deadline across all your estates. Automated reminders so nothing slips through.
Envoy
Branded client portal where families can check estate progress, upload documents, and message you—without a single “just checking in” email.
Give Richard his Saturday back.
Time back per estate. Less admin, more advice. Afterpath automates the busywork so you can focus on what matters.
Saved per estate. Fewer missed deadlines, less duplication, tighter billing. The savings compound across your book.
Platform, not a patchwork. Replace five tools with one that was built for estate work from day one.