For wealth & estate firms · RIAs · Trust companies
Run your entire book of estates on Cairnwell as a continuous back office.
Cairnwell sits between retainer calls — watching the books your firm already manages and keeping the underlying instruments, beneficiary lists, and jurisdiction posture current as life and law move. Your clients’ plans stay accurate; your attorneys stay focused on the work that’s actually bespoke.
What a continuous back office buys you
Three motions every estates practice owes its clients.
The work that quietly decides whether your book inherits well, surfaced into one continuous signal a partner can act on.
Current plans
Cairnwell treats each instrument on your book as a living document — asset additions, beneficiary moves, and end-of-life edits land as redlines between the next partner review, not as a stack of stale PDFs.
Alerts
RUFADAA refinements, inheritance-tax revisions, and probate rule changes are routed into the affected clauses automatically. Your clients see the gap before a ruling makes it visible to an heir.
Capacity
Back-office operations — drafting, monitoring, and heir coordination — run continuously so your attorneys spend their hours on edge cases and bespoke advice, not reminder letters or template refreshes.
Firm inquiries
Talk to our firm team.
We onboard firms one partnership at a time. Tell us your book size, the jurisdictions your clients actually live in, and what would need to change for a continuous back office to earn its seat. We respond within two business days with a scoped pilot proposal — no procurement chase, no boilerplate retainer.