with the Efficiency Engine
for Estate Planning Attorneys
Practicing law and running a business are two different projects.
Hypercharge the latter with Estate Engine.
Smarter Intake
- Gather client info with a custom, jargon-free intake form.
- Send as a secure link or fill out with clients in-person.
- Provide clients simple, interactive education at their pace.
Automated Drafting
- Get drafts instantaneously from the intake form.
- Use our templates or upload your own documents.
- Edit drafts directly or export to desktop.
How Much Time & Money Could You Be Saving?
Running on Estate Engine, that could mean…
Questions?
No. Estate Engine is built for U.S. estate planning. You can use our state-specific templates or upload your own documents to align with your jurisdiction and practice standards.
Most solo attorneys can customize their smart form, upload their own documents, and send their first form to clients for intake within an hour or two. The software guides you through this so no real training is required.
Yes. Bring your own documents, or start with default templates and customize as needed. You stay in control of the work product.
We follow modern security practices, including encryption in transit and at rest.
No. Most AI tools (like ChatGPT) are non-deterministic. That means every time you regenerate you get a brand new document and you’d have to re-review line by line — so it doesn’t actually save you time.
No—our 14-day trial is totally commitment-free. You won’t be asked for payment details until you’re ready to pick a plan.