Plan on the
full picturefull picture
Your client hands you a list of assets they wrote from memory and a drawer of statements nobody has read. CounselPro reads every statement, surfaces the accounts and the gifts they forgot to mention, and links each one to the page it came from, so the plan you draft rests on what the records actually show.
We process statements from over 10,000+ financial institutions
Every gift, on the record
An estate plan turns on what a client has been giving away. The monthly transfers to the grandchildren, the yearly check to the alma mater, the mortgage nobody mentioned they were covering for their daughter. CounselPro reads years of statements, groups every transfer by who received it, and shows the pattern, so the gifts that belong in the plan stop hiding in the noise.
Plan on what's real
A good estate plan rests on a complete, accurate picture of the client's finances. CounselPro answers the questions that picture is built from, each one drawn from the statements and traceable back to the page.
Find every account, so nothing falls outside the plan
An account nobody remembers is an account that passes through probate instead of the trust. CounselPro shows which accounts and which months you actually have, so the plan covers everything the client owns, not just what they thought to mention.
Surface the gifting history that needs formalizing
Years of transfers to children, grandchildren, and charities, grouped by who received them and how often, so the giving that shapes the plan is documented now, not discovered later.
Separate personal spending from the business
When a company account quietly covers personal life, titling and valuation get murky. CounselPro pulls every transaction and sorts it, so you can see exactly what belongs to the business and what belongs to the estate.
Size trusts and support from real cash flow
Income by source and spending by category, in a forensic report tailored to the matter, so the numbers behind a trust or a support arrangement come from the records, not a rough estimate.
Back every figure for the client and the file
Click any number to open the exact statement page it came from, so the picture you walk a client through, and the file you leave behind, stands on its own.
How one trust update changed
An estate attorney is brought in to update a trust for a long-time client. Instead of working from a one-page asset list the client wrote from memory, they drop in six years of bank and credit card statements. Here is what the picture showed once every statement went in.
Monthly transfers to three grandchildren and a yearly gift to a charitable foundation, four years running, none of it reflected in the current plan.
The client's company had covered a household assistant and personal cards for years, blurring what belonged to the business and what belonged to the estate.
A savings account opened in 2021, never mentioned at intake, that would have passed outside the trust and straight into probate.
The upshot
The attorney rewrote the trust's distribution language, formalized the gifting, and re-titled the account that would have gone through probate. What used to mean weeks of client interviews and a long list of follow-up questions was done in the time it took to read the file, and every figure traced back to the page it came from.
Nothing surfaces later
The estate plans that fail are the ones built on an incomplete picture. An account nobody knew about, a gift nobody documented, an asset titled the wrong way. Each one turns into a problem years later, when it is far harder to fix. A complete picture up front is how you keep the plan whole.
A forgotten account passes outside the trust and lands the family in the exact probate the plan was meant to avoid. When every account is on the record, it goes where the client intended.
Years of undocumented giving can complicate the estate and the tax picture. Surfaced early, those gifts become part of the plan instead of a question mark the family has to answer later.
An asset in the wrong name can quietly undo the plan's intent. Seeing the full picture now means titling gets fixed while the client is still here to fix it.
Bank-grade security,
hosted in the USA.
We protect your client's sensitive financial data with AES-256 encryption and strict isolation protocols. Hosted exclusively on US-based servers.
Built on a foundation that is continuously monitored to ensure the highest standards for security, availability, and confidentiality.
We never use your client's data to train our models. Your information remains yours, isolated and private.
All data is processed and stored exclusively on US servers (East, Central, & West), complying with domestic data laws.
Free trial
See it on a real matter first
Firms and consultancies can run a full proof of concept before committing to an annual plan. We process one of your real matters end to end under a mutual NDA. Sign, and that project is free.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.