See what happens to a family's wealth, before it happens.
Map people, trusts, companies and SMSFs on a living family tree. Run death, divorce and incapacity scenarios in front of the client. Close the gaps before they become problems.
Built around SMSFs, BDBNs, EPAs and testamentary trusts.
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trigger events
death through aged care
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gap categories
scanned automatically
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family trees free
no card required
0
click to a report
client-ready PDF
— How it works
From meeting notes to a client-ready report
Three steps — and the first one does itself.
Step 01
Capture with AI
Paste meeting notes, or upload wills, deeds and statements. The family tree — people, entities, relationships, balances — builds itself in seconds. Review, then apply.
this part does itselfStep 02
Simulate the what-ifs
Two clicks: pick the event, pick the person. Watch assets, control and benefits flow across the tree when someone dies, divorces or loses capacity.
in front of the clientStep 03
Advise with confidence
Automatic gap analysis flags missing wills, lapsing BDBNs and succession risks. Export a client-ready PDF report for the advice file.
straight into the advice file
— Features
Everything the estate conversation needs
Living family tree
People, trusts, companies, SMSFs and properties on one interactive canvas — ownership, control and beneficiary lines included. Drag, connect, undo; it stays live through every meeting.
AI document intelligence
Upload estate documents and the details land straight in the structure. No re-keying.
Scenario simulations
Death, incapacity, separation, aged care and more — played step-by-step on the tree, with tax noted along the way.
Gap analysis
Missing wills, lapsing BDBNs, absent EPAs, guardianship and succession holes — prioritised automatically.
Client-ready reports
One click produces a polished PDF — structure diagram, readiness matrix, gaps and scenarios.
Arbor, your AI analyst
Ask questions, update the tree by voice in meetings, and generate scenarios — without leaving the canvas. Arbor reads the structure, not just the chat.
it already knows the deed says…What happens to the trust if Robert loses capacity?
Robert is appointor of the Chen Family Trust — but no successor appointor is recorded in the deed. I've flagged that as a high-priority gap. Want me to run the incapacity scenario on the tree?
Read the tree · 2 tools used
Estate plans rarely fail in the documents. They fail in the structure — the deed nobody reviewed, the BDBN that lapsed, the appointor role with no successor.
Why Clear Canopy exists
— Pricing
Simple monthly pricing
Start free — upgrade when your book grows. Cancel any time.
Free
Free
Try Clear Canopy with a few families.
- Up to 3 family trees
- Full tree canvas & manual entry
- Scenario simulations
- Gap analysis
- 10 AI actions per month
Pro
A$49 /month
For advisers running their whole book on Clear Canopy.
- Unlimited family trees
- Unlimited AI (fair use) — document extraction, NL builder, Arbor agent
- Meeting mode (live transcription)
- Scenario simulations & gap analysis
Practice
A$129 /month
For practices collaborating with clients and other professionals.
- Everything in Pro
- Client portal — invite clients, lawyers & accountants
- Share family trees securely
- Priority support
Note to self
Map your first family in minutes
Paste the notes from your last client meeting and watch the tree build itself.
Get started free