More than a client portal

Offer your customers the same online experience you’d expect from other brands. Rest is designed to help you grow faster and automated to increase your billable hours.

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24/5 support

Rest allows estate planning attorneys to focus on providing the best legal expertise


Rest collects financial information more naturally.


Hosted on AWS using SSL protocol and encryption of secure data.


Time and money on pre-retention outreach.


With more billable hours for new and existing clients.
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Personalization makes a difference

We focus on creating a simple, yet elegant online experience to make estate planning more accessible. We believe that personalizing the experience gives you greater control over meeting each new and existing customer’s needs, hopes, and wants.

Export client data into CRM and planning software

Rest is currently engaging with leading integration partners to make your administrative work disappear

Get Rest Today

Take your customer experience online.