Simple and easy to use

Customize a solution and easily plug it in

A custom estate center that plugs directly in your website.

Customers can easily request an inheritance.

Bank level encryption and security to collect PII.

A seamless operations view that simplifies inheritance management for your team.

A ticketing system with all the information you need to help your customer.

Segmented list for your marketing team to offer relevant services.

Schedule a call with the Ribbon team

Let us know your estate center needs

We’ll ask some questions on what your needs are for your estate center.

Put together the right estate center experience.

Choose what products and offerings you want in your estate center.

Go live with a new experience

An easy set up lets you go live fast, so your customers can take advantage of a state-of-the-art estate center.

Announcing our $2.7M Pre-seed

Saeid Kian

Four Key Reasons Financial Institutions Need Estate Services

Financial institutions benefit from offering estate services as they strengthen client relationships, provide comprehensive financial solutions, meet changing demographics, and boost their competitive edge. This integration positions them as trusted advisors, securing wealth across generations while complying with regulations and adding value for clients.

Saeid Kian

The Significance of Inheritance for Financial Institutions

Inheritance matters to financial institutions as it influences wealth transfer, client relationships, investments, estate planning, and compliance. Understanding its significance helps institutions offer tailored services, build lasting relationships, and manage intergenerational wealth effectively.

Allan Oloo

Frequently asked questions

Do you require some integration with us?

No! There’s no integration required, unless you require something more sophisticated. Our out of the box solution is simple to plug into your website and gives you all the software tools you need us. Contact us to hear more!

We only want help with customers that want to inherit. Can you just provide us with that?

Yes! We can create an estate center package that’s right for you!

We have our own estate center services. Are we competing with yours?

No! Your estate center services can easily be included in ours. If you offer wealth management, life insurance, or any other service, let us know. We can make sure to plug it into our estate center.

How much do you all cost?

It depends on what you want! We structure an agreement based off of what you want. Our agreements are simple monthly payments, based on what package you have.

Do you offer your own estate center services?