Willow (AI Intake for Estate Planning)
Collects family information. Creates attorney-ready intake packets. Tracks assets. Generates summaries.
Team structure
Lead
lead
Backend Engineer
Product Designer
Mission
Value Proposition
An AI-powered intake platform that replaces paper forms and manual data entry for estate planning. Clients complete a guided, conversational questionnaire — AI structures assets, beneficiaries, and wishes into a clean file ready for the attorney to draft wills, trusts, POAs, and advanced directives. Lawyers save hours per client and reduce errors from messy intake data.
Target Customer
Primary: Solo and small-to-mid-size estate planning law firms (1–20 attorneys) who handle 5+ estate plans per month and are drowning in admin.
Secondary: Larger firms looking to standardize intake across practice groups, and online will-making services seeking better data collection upstream.