Willow (AI Intake for Estate Planning)
Lead
lead
Backend Engineer
Product Designer
Overview
Collects family information.
Creates attorney-ready intake packets.
Tracks assets.
Generates summaries.
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.
Revenue Model
Monthly SaaS subscription based on case volume:
- Starter: $99/month (up to 10 intakes/month)
- Pro: $249/month (up to 50 intakes/month)
- Enterprise: Custom pricing (unlimited intakes, white-label, API access)
KPIs
- Intakes completed per month (usage stickiness)
- Attorney time saved per case (core value metric)
- — primarily targeting via legal industry channels