Overview
Ester Agent™ works across your firm's entire book of business, reads the dense estate documents for you and returns structured, usable data, so your time goes to the client conversation instead of the paperwork.
→ Know which clients need attention before they call you
→ Turn dense trust and estate documents into clear, structured insights
→ Stay in control: every output is designed to be verified, not blindly trusted
Video overview is available here: https://wealth.wistia.com/s/65w5w8upnbwb78r
