Take the lead
Sweeten your family's future with Butterscotch
Traditional estate planning is hard, but all inaction is harder
Butterscotch is designed for inter-generational estate planning success for everyone. The creation of estate plans is the sincerest act of love, and the best time to begin is now.
Let's startSee your happier future in 4 simple steps
STEP 1
Connect with your loved one
Start by inviting the person who matters most to join you.
STEP 2
Share your financial footprint
Swap key information and keep it safe in one secure place.
STEP 3
Build trusts, with trust
Agree how things should be handled - we'll keep it private and easy to access.
STEP 4
Store your Will & health wishes
Keep your most important documents protected and ready when needed.
Why families choose us
Collaborative
Shared screen designs to assist elder users
Easy
Clear roadmap to complete the Butterscotch process
Affordable
Providing a service every American should have access to
Secure
SOC 2 aligned and industry best practices
Educational
Demystify planning to move forward with confidence
Accessible
Digital Vaults entrusted to hold information until needed release
Real stories, real consequences
SINGLE PERSON WHO PLANNED FOR FAMILY
"I've seen the cost of not planning."
WHAT CAN HAPPEN WITHOUT A PLAN
"Three words cost me $250K."
COMPLICATED FAMILY SITUATION
"Planning removes resentment."
Security for your peace of mind
Using bank-grade encryption and industry-leading security practices
No data is ever shared outside the platform
Working with established and trusted third-party platform Plaid, we streamline your ability to work fast, with confidence.
Secure digital vault access allowed for trusted contacts only
Not just legal. Not just digital.
Human-first planning.
Features
Traditional
Butterscotch
Legal documents
Family collaboration built-in
AI financial insights
Adapts to life and relationships
Designed for all tech levels
Start your plan. Support your family.
Leave a legacy of love.
