Succession scenarios, family-office tracking, insurance integration.
Estate planner / Notaire
Succession scenarios, démembrement, donation — modelled in a few clicks
For notaires, family lawyers and family-office advisors. Model succession scenarios with reserved share / available quota, simulate démembrement (usufruit / nue-propriété), structure life-insurance beneficiary clauses, and run cross-generational donation strategies.
On your dashboard, you'll see:
Open files
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Planned donations
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Signings this week
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Transmitted capital
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Tools surfaced for you
Typical workflows
Simulate a transmission scenario
Donation in pleine propriété vs démembrement vs AV beneficiary clause. See the after-tax outcome per heir, side by side.
Family-office view across all assets
Real estate, financial, private equity, life insurance, art, cash — one screen. Track acquisition cost, current value and annual income.
Compute reserved share automatically
Given the heirs and asset values, the engine returns reserve / quotité disponible and flags any clause that would exceed the disposable quota.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Dashboard
Clients
Files
Meetings
Signing appointments
Get started as Estate planner / Notaire
Free during public beta · No card required · No commitment