Opening your financial home...
Beta — Grounded One is currently in beta and available to founding members. Apply for early access
For Estate Attorneys
One platform where you see every asset, every entity, every policy — the same picture your clients' financial advisor and CPA already see.
Grounded One is a unified client experience for the professionals who serve wealthy households — advisors, CPAs, and estate attorneys working from the same live source of truth.
The problem
Every estate plan starts with discovery. Assets scattered across statements. Entities documented in different places. Insurance policies you learn about six months into the engagement.
Your client's financial advisor has a complete picture. Their CPA has another. You're working from the version you were given — and hoping it's current.
Good planning requires complete information. Most estate attorneys are planning without it.
The solution
Grounded One gives you a live view of your clients' complete financial picture — every account, every entity, every policy — current and connected.
Investment accounts, real estate, business interests, insurance policies — all connected and current. Know what your client owns before you start planning.
Collaborate with your clients' financial advisor and CPA in real time. Notes, documents, and planning scenarios — all in one place.
Changes to the financial picture are reflected immediately. No more outdated asset schedules. No more surprises in administration.
What you get
Every account, entity, policy, and property — organized and current. The discovery work is done before you open the file.
See how assets are titled, which trusts own what, and how entities are structured. The ownership map is always current.
Direct communication with your clients' financial advisor and CPA. Planning decisions stay with the client record.
Trust documents, estate plans, beneficiary designations — shared securely with the right parties. No more email attachments.
How it works
When a financial advisor on Grounded One has a shared client, they can invite you to collaborate. You get access to that client's unified view at no cost.
Bring your firm onto Grounded One as a professional partner. Onboard your clients and their advisors. Become the hub of the unified experience.
Get started
Share your email and we'll reach out to discuss how Grounded One can work for your firm.