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Read MoreWealth Management Platform for Estate Attorneys
The Wealth Management Platform Estate Attorneys Coordinate Through
One trust document. Six people who need to see it. Track every entity, every advisor, and every family member connected to a plan, without another email chain.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Built for Estate Attorneys Working Across the Client's Financial Life
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In Market Since 2016
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Dedicated Client Success & Onboarding Support
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Integrates with Pershing, Schwab & Plaid
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Secure Permission-Based Client Portal
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Collaborative Household View
Getting Started
How Attorney Collaboration Works on Strad
Whether you're joining an existing wealth team or leading the plan yourself, here's how you get everyone on the same page.
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Two Ways In
Either the household's advisor adds you to their shared workspace, or you invite the RIA, CPA, and insurance agent yourself when you're the one leading the estate plan.
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Map the Entities, Not Just the Will
Trusts, LLCs, partnerships, and foundations get visually mapped with ownership and generational structure, not buried in a PDF.
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Updates Reach the Whole Team Automatically
Amend a trust or restructure an entity, and the CPA and RIA see it without you re-sending documents.
How Strad Works For You
The Wealth Management Platform Built for Estate Coordination
Expand Your Practice Beyond the Estate Plan
Turning One-Time Engagements Into Ongoing Wealth Coordination
Strad puts estate attorneys inside the household's wealth management team, not just on file as the person who drafted the trust. You see the same asset, entity, and life-event activity as the RIA and CPA, so new legal work surfaces before a competitor gets the call.
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See the planning opportunities
A signed document can't show you what household visibility can surface: new entities, asset transfers, and life events that create fresh legal work.
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Get introduced to the rest of the family
Shared access naturally extends relationships to spouses, heirs, and family entities tied to the same plan.
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Build a two-way referral pipeline
Direct collaboration with the RIA and CPA on the same household turns a one-time introduction into an ongoing source of work.
Deepen and Retain
Real-Time Visibility for Cleaner Trust and Entity Administration
For an established estate practice, Strad removes the back-and-forth of chasing updated financials, entity documents, and beneficiary information every time a plan needs review.
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Reduce document chasing
Permission-based access replaces email requests with a live vault shared across the household's advisor and CPA.
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Keep trust funding accurate
Visibility into new and changing entities helps catch unfunded trusts and outdated titling before they become a probate problem.
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Coordinate directly with the advisory team
Work from the same asset and entity data as the RIA and CPA so beneficiary designations stay aligned with the estate plan.
Protect Client Relationships
Continuity for You and the Families You Serve
An estate plan that lives in one attorney's institutional knowledge is fragile. One built on year-round coordination with the rest of the advisory team is not.
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Reduce attrition risk
Families embedded in a broader advisory ecosystem are less likely to shop for a new estate attorney during a partner transition, theirs or yours.
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Enable clean handovers
A successor attorney sees full household, trust, and entity history immediately, without reconstructing years of amendments from a file room.
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Protect referral relationships
Continuity with the RIA and CPA preserves the trust that built the relationship in the first place.
Security & Compliance for Estate Attorneys
You're Already Bound by Privilege. Your Tech Should Meet the Same Bar.
Trust documents, entity records, and family governance information don't just carry financial risk if mishandled; they carry ethical and confidentiality exposure specific to your practice.
Strad is SOC 2 Type 2 certified. Every security control, data privacy, encryption, access management, and operational integrity process is independently audited continuously, not just once at launch.
Estate teams frequently ask whether coordination could simply happen over a shared drive, or by pointing a general-purpose AI assistant at client files instead. The answer starts here: no general-purpose AI tool has undergone SOC 2 Type 2 auditing, and "I ran it through ChatGPT" is not a documented, privilege-safe workflow.
SOC 2 Type 2 Audited
Ongoing independent auditing of all controls.
Permission-Based Access
Clients and professionals see only what they need.
Multi-Factor Authentication
Mandatory MFA for all platform access.
Bank-Level Encryption
Data secured in transit and at rest.
No Data Selling
Your client data is never shared or monetized.
Dedicated Client Environments
No cross-contamination between client data.
Frequently Asked Questions
Frequently Asked Questions for Estate Attorneys
Learn how Strad helps estate attorneys securely collaborate with clients, RIAs, CPAs, and other professionals while keeping household information, documents, and planning relationships organized.
Does Strad replace my practice management or document assembly software?
No. Strad complements the systems you already use. It gives authorized members of a client’s advisory team a shared view of the household’s financial picture and important documents, including trusts and wills. This helps estate attorneys stay informed with current information while reducing the time spent managing paperwork and data across disconnected systems.
How do I get access if I'm not the one who invited the household onto Strad?
Access is granted by an authorized user, such as the client, their financial advisor, or another designated administrator. Once invited, you create your own secure login and receive permission-based access to the household information, documents, and collaboration areas relevant to your role.
Does sharing documents through Strad create any privilege or confidentiality concerns?
Strad provides a secure environment for sharing information with authorized participants, but attorneys remain responsible for determining what information should be shared and with whom. Before uploading privileged or highly sensitive material, attorneys should confirm participant access and follow their firm’s confidentiality, privilege, and information-security policies.
How does Strad keep client data secure when multiple professionals have access?
Strad uses permission-based access so each participant can be given visibility appropriate to their role. Instead of circulating sensitive information through email or maintaining multiple uncontrolled copies, authorized professionals can work within one centralized environment. Strad also uses security controls including encryption, multi-factor authentication, and SOC 2 Type II audited controls to help protect client information.
Can Strad help me build more referral relationships with the RIAs and CPAs I already work with?
Yes. Strad gives estate attorneys, RIAs, and CPAs a more organized way to collaborate around shared clients. Better coordination can help you respond faster, identify planning needs earlier, and stay connected to the client’s broader advisory team. Those stronger professional relationships can create more natural opportunities for reciprocal referrals and ongoing engagements, although Strad cannot guarantee referrals.
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Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Speak with an Expert and Experience our Demo.