Sava

Founded 2024

Manage trusts and coordinate estate equity planning for beneficiaries and advisors

Pricing model

Demo

Rating

★ People love it

Time to value

Requires Expertise

You can use Sava to establish new trusts, coordinate with trust companies, and navigate estate planning for long-term wealth preservation. It serves individuals, beneficiaries, financial advisors, and estate attorneys handling trust administration and tax planning. The software supports startup founders and investors managing qualified small business stock and startup equity across generations. By organizing records, legal contacts, and beneficiary preferences, Sava provides clarity for family legacies and makes ongoing trust management straightforward for wealth advisors and specialized estate planners preparing for client wealth transfers.

What Sava does

Set up new trust accountsCalculate qualified small business stock tax implicationsCoordinate with estate planning attorneysDesignate and track trust beneficiariesReview corporate trustee management optionsArchive estate planning and equity documentationCreate and organize legal trust structuresPlan and track qualified small business stock tax strategiesCoordinate communications between beneficiaries and estate plannersConnect with professional trust companies and corporate fiduciariesOrganize startup equity documentation for legacy transfersCentralize trust administration records and legal documents

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Want a tailored answer?

See whether Sava fits your stack.

Techbible weighs Sava against what you already pay for, your team shape, and the work that's actually happening. Free to start.

Side by side

Compare Sava

Search the catalog or pick a similar tool to compare pricing, features, and fit.

Or pick from similar tools

More in Legal Tech

All tools →

Termly

Generate legal policies and manage cookie consent banners for websites and mobile applications

Firstbase

Form a US business online and manage legal compliance, bookkeeping, and corporate tax returns

SeedLegals

Manage startup legal agreements, cap tables, share schemes, and fundraising rounds online

Aavenir

Manage contracts, track commitments, and monitor compliance across your enterprise lifecycle

ActiveNav

Discover, classify, and clean unstructured data across legal repositories and file shares

Adobe Sign

Send, track, and collect legally binding electronic signatures on digital documents and forms

Alchemy Machines

Automate dispute resolution and negotiate legal settlements using artificial intelligence

Aline

Draft, redline, analyze, and sign contracts using artificial intelligence models