Online Scheduling for Estate Planning
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your estate planning business.
- Scheduling
- Signatures
- Accept Payments
- Email/SMS Notifications
All features for free. Pay only when your client list grows.
Every feature free so you can grow faster
Breely gives you everything from the start so you can launch and grow without friction.
Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.
Our goal is simple: help new businesses get off the ground with real tools, not restrictions.
Why Estate Planning Professionals Love Breely
Experience seamless estate planning management with Breely, the revolutionary scheduling platform crafted by industry experts to elevate your business operations.
Start for FreeAll businesses are unique, we adapt to you
At Breely, we understand that estate planning requires a personalized approach, which is why our platform seamlessly integrates with your unique workflow to ensure every detail is meticulously managed. Tailor your scheduling needs with Breely and focus on providing peace of mind to your clients while we handle the logistics.
Your needs might be simple today, but we'll grow as you do
At Breely, we offer intuitive scheduling solutions that adapt effortlessly to the evolving needs of your estate planning practice. From managing client consultations to coordinating with legal experts, our platform ensures seamless growth and efficiency every step of the way.
More than just scheduling, we're a platform to run your business
Breely streamlines your estate planning operations by integrating scheduling with client management, document organization, and seamless communication tools. Elevate your practice with our all-in-one platform designed to enhance efficiency and client satisfaction.
Other schedulers aren't innovating, we're making it a priority
While other schedulers stick to outdated methods, Breely is revolutionizing the estate planning industry with cutting-edge technology that streamlines client appointments and maximizes efficiency. Experience seamless scheduling that adapts to your firm's unique needs, helping you focus on what truly matters—your clients' future.
Flexible Scheduling, Limitless Possibilities
Streamline consultations and boost client satisfaction by using Breely’s online scheduling platform, designed to effortlessly manage appointments and optimize efficiency for your estate planning business.
Start for FreeBooking Website
Seamless embed into your website or use your standalone “booking website”
Events
Setup events like 1-on-1 appointments, classes, and workshops
Payments
Connect with Square or Stripe to accept payments, deposits or vault cards
Customize Branding
Powerful customizations for your booking page to align with your brand
Standalone Forms
Collect information, get signatures, accept payments, upload files, and more
Booking Conditionals
Conditionally show sections and route to different booking experiences
Video Conferencing
Automatically include video conference links with Google Meet or Zoom
Custom Fields
Custom fields for clients, events, people, resources, forms, and classes
Calendar Syncing
Sync with popular calendar platforms like Google, Office 365, and iCloud
Selling
Sell packages, gift certificates, subscriptions, and create coupons
HIPAA Compliance
Sign a BAA and use this as part of a HIPAA compliant business
Signatures
Protect your business by requiring signatures on contracts or waivers
Reporting
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with People or Resources
Book with people, or resources like a court, lane, room, and more
Waitlisting
Keep your schedule full by allowing clients to join a waitlist
Scheduling Limits
Limit scheduling on constraints like window of time, number per day, and per client
Booking Selection
Set round robin or prioritized booking for appointments
Make me Look Busy
Look like you're in high demand by hiding a percentage of your time each day
Pricing.
From the first draft to finalizing legacies, Breely is here to streamline your estate planning journey.
Free
$0/mo · Limited to 1 user
- 10 clients / month
- Unlimited forms
- Unlimited bookings
- 100 emails per month max
Business
$7/mo per user
Everything in Free, plus:- Unlimited clients
- 3,000 emails per month
- 200 texts per month