Estate and probate professionals
The paperwork conversation starts with the paperwork already gathered.
Estate attorneys, probate professionals, fiduciaries and financial advisors join AndWithYou so that a family arriving at your office has already collected what the first meeting depends on.
Intake that is mostly done
Dates, relationships, accounts a family has identified and the records they hold arrive with the introduction when the family shares them.
Families who understand the question
Before they reach you, families have worked through what probate is likely to involve, so the first meeting starts further along.
Documents in one place
Certificates, policies and statements a family has uploaded stay organized, and are shared only by their choice.
No paid placement
We do not sell ranking. A family sees you because your work matches what they need.