# SuccessionLabX

SuccessionLabX is advisor workflow software for succession planning conversations. It helps wealth advisors, RIAs, family offices, and estate planning professionals capture client assessments, score succession risk, generate advisor-reviewed report drafts, and deliver branded workflows.

## Core Pages
- Home: https://successionlabx.com/
- Pricing: https://successionlabx.com/pricing
- Public assessment: https://successionlabx.com/lab
- Sample report: https://successionlabx.com/sample-report
- Docs hub: https://successionlabx.com/docs
- Blog: https://successionlabx.com/blog
- Tools hub: https://successionlabx.com/tools

## Key Product Capabilities
- SuccessionLabX Pricing: https://successionlabx.com/pricing - Compare advisor plans by report credits, branding, widget access, sandbox access, and team support.
- 30-Question Succession Assessment: https://successionlabx.com/lab - Start the public assessment workflow and see how SuccessionLabX structures succession risk intake.
- Sample Succession Report: https://successionlabx.com/sample-report - Preview the advisor-reviewed report structure before using credits on a live client deliverable.
- Advisor OS Access: https://successionlabx.com/advisor-login - Open the advisor workspace for clients, leads, credits, report editing, widget settings, and team workflow.
- White-Label Client Experience: https://successionlabx.com/features/white-label - Use advisor branding across client-facing workflows, including logo, brand color, and welcome messaging.
- Embedded Lead-Gen Widget: https://successionlabx.com/features/widget - Place the assessment on an advisor website to capture succession planning leads with structured context.
- What-If Sandbox: https://successionlabx.com/features/sandbox - Model scenario changes before turning the result into a client-facing planning conversation.
- Team Seats: https://successionlabx.com/features/team-seats - Coordinate client, lead, and report work across advisor teams with owner-level oversight.
- Custom Domains: https://successionlabx.com/features/custom-domain - Use supported custom-domain settings for higher-tier branded report delivery workflows.
- Wealth Planning Software Guide: https://successionlabx.com/docs/product/wealth-planning-software - Understand how SuccessionLabX turns wealth transfer conversations into a repeatable advisor workflow.
- Client Risk Assessment Guide: https://successionlabx.com/docs/usage/client-risk-assessment-tool - Learn how advisors send the assessment, guide clients, and move from intake to report generation.
- Scoring Methodology: https://successionlabx.com/docs/methodology/inheritance-planning-tool - Review the external, internal, and relational dimensions behind the succession risk score.

## Boundaries
SuccessionLabX is software for assessment, workflow, and report drafting. It is not a law firm, tax advisor, broker-dealer, investment advisor, or substitute for qualified professional review.