Modern wealth and estate planning
We’re here to help you thrive
NESTED handles the complexities of wealth and estate planning with clarity and care so you can enjoy peace of mind and the freedom to focus on life’s meaningful moments.
Effortless estate plans from start to finish
Info Session
A no-commitment no-pressure info session to help you decide your best next steps.
Design with Attorney
A friendly attorney will walk through your key objectives and work with you to design the right estate plan.
Review your Plan
We will send you your plan and attorney explanation with ample time to review and pose questions.
Signing
Once you are ready, we will coordinate with you and a notary to get your documents signed
Backed by Law Firms and
Registered Financial Advisors
We know! Attorneys aren’t everyone’s favorite people, but we’ve got some good ones.
Ours are friendly, sharp, and indispensable when it comes to estate plans. They know how to keep things smooth, simple, and built to last — whether you're setting up a trust, planning for kids, or protecting your business.
We also work with some of the top financial planners out there, so your legal and financial worlds stay aligned — no gaps, no guesswork.
We take them both and supercharge them with technology to deliver a client experience that is unique and pleasant.
Get access to our full suite of services when you become a member.
What our clients are saying
“NESTED made something we’d been putting off for years quick and painless.”
“I feel so much peace of mind knowing my kids are protected and planned for.”
“My attorney explained everything in plain English, not legal jargon.”
