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Estate & Succession Planning
Plan with care. Execute with clarity.
Wills, trusts, POAs, and probate steps can get messy fast. XLO keeps every document, decision, and deadline in one calm flow—so families get certainty when it matters most.
From intake to funding, track tasks, versions, and sign-offs without the email chase.
Organize your estate matters
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Documents, Disciplined
Wills, trusts, and POAs with versions and approvals. -
Heirs, Informed
Share clear updates; reduce uncertainty and stress. -
Probate, Predictable
Tasks and filings mapped to local requirements.
Funding, Tracked
Title changes and beneficiary updates with accountable owners.
Deadlines, Clear
Court dates and tax milestones tied to one matter timeline.
Practical Guidance
Estate & Succession Resources
Lean toolkits for client intake, drafting, funding, probate, and aftercare checklists.
Browse Resources Built for family matters
Less admin. More guidance.
Keep updates timely, documents current, and next steps obvious for everyone involved.
Start with XLO See a live walkthrough Community & Learning
Estate planning workshops & clinics
Sessions on practical drafting, funding processes, and probate readiness.
See all Events
