Built for your estate and trust planning practice.

Yes. We plan your website and search content around your estate and trust planning services and the communities you serve. Your firm confirms the services, locations, team profiles, disclosures, and other facts, and completes any compliance review, before publication. Ongoing work follows your agreed plan.

Yes. We shape the design, writing, and first-contact experience around your firm. We can work with your existing identity and approved materials, or discuss a new design direction. The example on this page is an illustration, not a template your firm has to use.

We configure the questions and reviewed firm information with your team. The aim is a short, useful introduction, such as whether a plan already exists, whether it is current, and how to reply, without requesting balances, beneficiaries’ details, or health information. Your team decides what is appropriate to request and reviews the information. DomeChat^™ does not give investment, tax, or financial advice, recommend products, or decide which prospective clients to take on.

Yes. Your website can offer direct contact options and a way to leave an inquiry. DomeBook^™ is an additional route when scheduled consultations fit your process, with consultation types and availability configured for your firm. Visitors do not have to book to leave an inquiry.

Your firm does. Supported website and DomeChat^™ inquiries are stored in your DomePortal^™, with email notifications for configured recipients. Your team reviews each inquiry, decides who is a fit, and follows up through its own email or phone. It can update notes and contact status.

DomeBook^™ bookings are managed in a separate section of DomePortal^™. The products and services available to your firm depend on your plan and setup.