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Your digital estate center.
Retain next generation customers, increase revenue, and save thousands on
operations costs.
Schedule a demo
The benefits of Ribbon
Retain next
generation customers
Get higher retention by offering the best inheritance experience.
Increase revenue with estate services
Easily customize an estate center, where you can choose what services to offer.
Save thousands on costs
Our tool saves your ops team hundreds of hours a year.
Simple and easy to use
Customize a solution and easily plug it in
Schedule a demo

1
A custom estate center that plugs directly in your website.
2
Customers can easily request an inheritance.
3
Bank level encryption and security to collect PII.
4
A seamless operations view that simplifies inheritance management for your team.
5
A ticketing system with all the information you need to help your customer.
6
Segmented list for your marketing team to offer relevant services.

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Our investors
We are proudly backed by top VC funds and angels who believe in our mission.
Bungalow
One Way Ventures
Haymaker Ventures
Schedule a call with the Ribbon team


LET US KNOW YOUR ESTATE CENTER NEEDS

We’ll ask some questions on what your needs are for your estate center.


PUT TOGETHER THE RIGHT ESTATE CENTER EXPERIENCE.

Choose what products and offerings you want in your estate center.




GO LIVE WITH A NEW EXPERIENCE

An easy set up lets you go live fast, so your customers can take advantage of a
state-of-the-art estate center.

Simple and easy to use
We customize a solution and you can plug it in.
Schedule a demo


RECOMMENDED READING


DEEPENING CUSTOMER RELATIONSHIPS: FOUR REASONS WHY FINANCIAL INSTITUTIONS SHOULD
OFFER COMPREHENSIVE ESTATE SERVICES

Financial institutions benefit from offering estate services as they strengthen
client relationships, provide comprehensive financial solutions, meet changing
demographics, and boost their competitive edge. This integration positions them
as trusted advisors, securing wealth across generations while complying with
regulations and adding value for clients.

By

Saeid Kian

Read more


THE SIGNIFICANCE OF INHERITANCE FOR FINANCIAL INSTITUTIONS

Inheritance matters to financial institutions as it influences wealth transfer,
client relationships, investments, estate planning, and compliance.
Understanding its significance helps institutions offer tailored services, build
lasting relationships, and manage intergenerational wealth effectively.

By

Allan Oloo

Read more


THE CRUCIAL ROLE OF A STELLAR FIRST TECH EXPERIENCE IN CUSTOMER RETENTION

A flawless first tech experience is crucial for retaining customers. It builds
trust, reduces churn, and boosts engagement. Investing in a user-friendly
interface not only leaves a lasting impression but forms the bedrock of
long-term customer loyalty and advocacy.

By

Saeid Kian

Read more
Frequently asked questions
Contact us. We're happy to help.
Contact Us

Do you require some integration with us?

No! There’s no integration required, unless you require something more
sophisticated. Our out of the box solution is simple to plug into your website
and gives you all the software tools you need us. Contact us to hear more!

We only want help with customers that want to inherit. Can you just provide us
with that?

Yes! We can create an estate center package that’s right for you!

We have our own estate center services. Are we competing with yours?

No! Your estate center services can easily be included in ours. If you offer
wealth management, life insurance, or any other service, let us know. We can
make sure to plug it into our estate center.

Do you offer your own estate center services?

Yes! We can offer will creation, finding your inheritance, and other services.
Contact us to learn more!

How much do you all cost?

It depends on what you want! We structure an agreement based off of what you
want. Our agreements are simple monthly payments, based on what package you
have.

Go live with an estate center that your customers deserve
Schedule a demo
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