Invite a household.
Offer clients access to the same self-service family preparation platform, under a sponsorship model still to be approved.
A family preparation to go with the estate plan.
Give clients a guided way to organize document copies, original locations, key contacts and household instructions after their estate-planning appointment.
Clients would use Omliva’s self-service wizard to prepare a guide alongside the estate plan. Your firm would provide the legal work; the platform would handle the practical organization.
01
Your firm prepares the plan.
Legal advice and document execution remain with the attorney.
02
Omliva helps it come together.
Practical context, document locations and a readable family guide.
03
The client chooses access.
Share selected information with family or the firm, by permission.
Make the next step feel manageable.
A client can leave with signed documents and still have a lot to organize. Omliva is being designed to help with the practical handover, while your firm retains the professional relationship.
Help them prepare.
Clients follow the wizard themselves, supplying contacts, document locations and everyday information. No Omliva staff interview or manual preparation is required.
Review what they share.
Any future firm access would be limited to information the client has chosen to share. The family guide remains separate from internal legal work.
Client preparation. A clearer handover.
A proposed sponsorship model, with client control and portable guides. Commercial terms and launch timing remain to be decided.
Firm-sponsored access.
A possible model is firm-sponsored client access. Pricing, service duration, minimums and firm workspace features still need a business case and approval.
The core client experience would use the same guided onboarding and automatic guide generation as the family platform.
Their information stays theirs.
The client controls sharing. The intended model supports export and a direct subscription if the firm stops sponsoring access.
Being a client of the firm would not automatically give every staff member access to the family’s files.
Proposed model, not a current offer. Pilot enrollment, rates, terms, support and availability will be published before sales open.
Keep the family in the picture.
The most useful handover connects legal documents with the real-life context around them. Who needs to know? Where are the originals? What should someone do first?
Omliva is intended for estate-planning and elder-law practices serving U.S. households.
Explore the family guide
Built to support your practice.
Your advice stays yours.
Omliva is not a legal drafting system or a substitute for professional judgment. It will not interpret a will, determine capacity or decide who has legal authority.
Access by permission.
Planned firm features include assigned staff roles, client-level separation and an access history. These controls must be implemented and reviewed before real client files are accepted.
Start with a contained pilot.
The proposed first step is a small client cohort and a defined handover workflow. The present site demonstrates the direction; it is not ready for client records.
Read about documents and accessFrom the signing appointment to practical preparation.
At the end of a matter, the firm could introduce the self-service platform. The client would follow the wizard, record document locations and review the generated guide. Document uploads and a firm workspace are later possibilities, not current capabilities.
A review would identify practical gaps: a missing contact number, an unclear document location or a person who has not yet agreed to help. The client would then choose any family access they want to grant.
The intended benefit for your team is a consistent handover process and less repeated explanation of where documents and information live. For the client, it is a clearer bridge between the plan they signed and the people who may need to navigate it.
These are outcomes to validate in a pilot. We do not yet claim measured time savings, reduced legal risk or increased revenue for firms.
See the difference a little guidance makes.
Try the short fictional preview your clients could recognize themselves in.
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