AI-Enhanced Estate Planning

Mauve leverages cutting-edge AI technology to simplify the complex estate planning experience. Accelerate onboarding, discover new business opportunities, and foster trusting relationships to secure your clients’ legacies.
Get Started
View FeaturesView Features
AI-Enhanced Estate Platform
Automate intensive tasks

Automate intensive tasks

Our AI-driven system lightens your admin load by digitizing dense legal documents and creating tailored client goals.
Simplify management

Simplify management

Oversee small and large teams, client estates, and document permissions with additional control and transparency.
Deliver clients more value

Deliver clients more value

Save time on admin and technical tasks to focus on client relationships, delivering value, and growing your business.

Define their future – as well as your own.

Whether you are a financial advisor, CFP, attorney or paraplanner, our complete suite of features is designed to let you offer clients estate planning services while letting you focus on new opportunities. Empower your team, improve collaboration, and slash the cost and effort of manual administration to grow your business at scale.
Mauve Clients & Reports
INTUITIVE, USER-FRIENDLY DASHBOARD

Simplify Estate Planning
Management

Instantly digitize documents, generate goals and build lasting
client relationships thanks to Mauve’s AI-driven estate planning tools.
Get Started
Accelerate Onboarding
FRICTIONLESS CLIENT ONBOARDING

Accelerate Onboarding

Let new clients automatically create their estate plans via a
white-labelled dashboard with a seamless, frictionless
experience that doesn’t sacrifice manual control.
Get Started
Mauve Clients & Reports
TRANSPARENT TEAM & CLIENT COLLABORATION

Remove the Swivel-Chair

Bridge the communication gap and enhance trust with full team
management permissions and transparent client collaboration
features.
Get Started
Delight Clients WithInsights
POWERFUL, FLEXIBLE REPORTING

Delight Clients With
Insights

Automatically create and share clear, compelling estate
planning reports that turn data into meaningful insights.
Get Started
Simplify Estate Planning ManagementAccelerate OnboardingRemove the Swivel-ChairDelight Clients With Insights
INTUITIVE, USER-FRIENDLY DASHBOARD

Simplify Estate Planning
Management

Instantly digitize documents, generate goals and build lasting client relationships thanks to Mauve’s AI-driven estate planning tools.
Get Started
FRICTIONLESS CLIENT ONBOARDING

Accelerate Onboarding

Let new clients automatically create their estate plans via a white-labelled dashboard with a seamless, frictionless experience that doesn’t sacrifice manual control.
Get Started
TRANSPARENT TEAM & CLIENT COLLABORATION

Remove the Swivel-Chair

Bridge the communication gap and enhance trust with full team management permissions and transparent client collaboration features.
Get Started
POWERFUL, FLEXIBLE REPORTING

Delight Clients With
Insights

Automatically create and share clear, compelling estate planning reports that turn data into meaningful insights.
Get Started
Quote

Lorem ipsum dolor sit amet consectetur
adipiscing elit inceptos, semper in
imperdiet dictum malesuada.

James Anderson
Ceo at Gizot
Lorem ipsum Icone

AI Power, Human Oversight

Mauve offers a complete set of automated features to simplify your tasks – without sacrificing control.
Frictionless Onboarding With Full Control

Frictionless Onboarding With Full Control

Mauve lets new clients automatically onboard and submit documents while remaining in control with a full commenting feature. Assist them throughout the process, or let them work at their own pace.
AI-Powered Goals Creation

AI-Powered Goals Creation

Our advanced algorithms offer tailored recommendations to you and your clients, so you can be proactive rather than reactive in managing their legacies.
Collaborative Management

Collaborative Management

Bridge the communication gap and remove data siloes with Mauve’s collaboration tools, whether you need to onboard a network attorney or paraplanner.
Automated, Precise Digitization

Automated, Precise Digitization

Turn complex and dense document data into clear information with AI-driven digitization. Retrieve assets, fiduciaries and provisions for a bird’s eye view of your clients’ estates.
Automated Legacy Report Generation

Automated Legacy Report Generation

Create one-click, fully summarized legacy reports, reducing  manual labour and admin time to answer questions and go above and beyond client expectations.
Secure, Encrypted Platform

Secure, Encrypted Platform

Mauve follows a strict security protocol and robust data- protection framework to safeguard sensitive information. All data is 256-bit encrypted, securely stored, and only accessed by authorized users.

How Mauve Works

01. Frictionless Onboarding
02. AI-Powered Admin
03. Simplified Management
04. Insights-Driven Reporting
Client Questions

Frictionless Onboarding

Clients answer a few, plain-English questions in a white-labelled dashboard to create a will-based or trust-based plan. No legalese needed – and they can leave comments or ask questions for a seamless experience.
AI-Powered Admin

AI-Powered Admin

Mauve automatically digitizes, encrypts, and stores legal documents for your client dashboard. You can instantly get a full 360 view of your clients’ estates, documents, goals, and high-priority tasks.
Simplified Management

Simplified Management

Your clients control the document permissions, and you can easily onboard additional team members, whether it’s to collaborate with para-planners, financial advisors, or wealth managers.
Assets Summary

Insights-Driven Reporting

Mauve offers intuitive visualization tools to turn data into actionable insights. Strengthen client relationships, foster conversation, and build trust as you onboard a growing client list.

Why Users Love Mauve

A road-tested solution designed by estate planning experts
– for estate planning experts.
Ac faucibus orci id quis consectetur laoreet sed. Enim congue
molestie nam odio pulvinar ac ultricies. Elementum ut pellentesque
volutpat mi. Faucibus sit posuere nisi aenean ultrices. Suscipit
malesuada aenean nullam et sit dapibus eget a eu. Nisl tortor arcu et.
Loki Bright
Chief Executive Officer
Loki Bright
Ac faucibus orci id quis consectetur laoreet sed. Enim congue
molestie nam odio pulvinar ac ultricies. Elementum ut pellentesque
volutpat mi. Faucibus sit posuere nisi aenean ultrices. Suscipit
malesuada aenean nullam et sit dapibus eget a eu. Nisl tortor arcu et.
Loki Bright
Chief Executive Officer
Loki Bright
Ac faucibus orci id quis consectetur laoreet sed. Enim congue
molestie nam odio pulvinar ac ultricies. Elementum ut pellentesque
volutpat mi. Faucibus sit posuere nisi aenean ultrices. Suscipit
malesuada aenean nullam et sit dapibus eget a eu. Nisl tortor arcu et.
Loki Bright
Chief Executive Officer
Loki Bright

Pricing

Frequently Asked Questions

Who is Mauve for?
Do my clients have to share every document?
What are the key features of Mauve?
How does Mauve ensure the security of sensitive documents?
Can my clients access Mauve?
Can Mauve integrate with my CRM or other tools I use today?
What if my client has a question during their estate plan creation?
What documents are supported in the creation of the estate plan?

Insights

3 Reasons to Consider a Charitable Trust

By consulting with a qualified estate planning attorney or financial advisor, you can explore the various options available and determine the best approach to integrating charitable giving into your estate plan.

6 Estate Planning Tips for Younger Generation

By following these six essential tips and taking proactive steps to secure your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are honored. Start planning today to build a solid foundation for tomorrow.

Grow Your Practice With Mauve Today

Ready to plan and define the best future for your clients? Whether you’re new to estate planning or want to easily scale your current business, Mauve is there to help.
Get Started
Grow Your Practice
Mauve Footer Logo
Product
Pricing
Resources
Support
Log In
Request a Demo
Location
169 Madison Ave #2860, New York NY 10016
e mail
feedback@mauveplanning.com
Phone Number
(516) 217-3569
Suscribe to our newsletter
Successfully subscribed
Oops! Something went wrong while submitting the form.
FacebookTwitterinstagramLinkedin
© Copyright 2024. Mauve All rights reserved.
Lorem ipsum dolor sit amet consectetur adipiscing elit rhoncus, eget conubia maecenas scelerisque enim malesuada suspendisse phasellus, cubilia pulvinar donec ante erat convallis elementum. Eleifend felis maecenas nec eros cubilia imperdiet nisl, congue vel vitae mauris mi malesuada praesent, nam porta cras convallis facilisi lacinia. Dapibus tortor diam non tempor venenatis pharetra auctor cras sodales tempus phasellus posuere, vivamus lacinia eu risus porta neque quisque habitant luctus bibendum.