Automate the admin side of your estate planning process, so you can focus on the clients.
60%
LESS DRAFTING TIME
+$15K
POTENTIAL MONTHLY REVENUE
0
AI HALLUCINATIONS
Branded intake your clients actually finish
✓ Custom intake with dynamic logic means no unnecessary questions, no long PDFs.
✓ Send a secure link or fill it out together in the room or over the phone.
✓ Add your logo/branding and educational text, and send reminder nudges with the click of a button.
Deterministic drafts. No AI guesswork.
✓ Polished drafts ready for review within seconds of a client completing intake.
✓ Use our maintained template library or take advantage of free setup to have us add your own documents as custom templates.
✓ No AI drafting means you only have to review the client variables, not every line.
Built for Those Who Actually Do the Drafting
Replace repetitive work without replacing your judgment
Solo Attorneys
You are the marketer, intake coordinator, drafter, proofreader, and closer. The hours stack up.
Estate Engine handles the parts that don’t need your judgment: a branded intake link your clients fill out at their pace, and a deterministic drafting engine that directs that intake into an approved document template you’ve already determined is the right fit for the client.
Small Firms
Maybe your solo firm has grown, or maybe you started in another practice area but clients kept asking for a will or trust and now estate planning is part of the practice. Either way, you need a system.
Estate Engine standardizes the intake-to-draft workflow across your team, so nobody wastes time, clients get a great experience, and every plan that goes out the door looks like it came from one firm.
Trusted across the U.S.
Empowering 85+ estate planning firms nationwide
INSIDE ESTATE ENGINE
From intake to draft, in one workspace.
Estate planning is already intimidating, don’t make it harder.
Make the process easy for clients with secure, digital intake written in plain-language. All text can be easily edited and additional custom questionnaires can be added to your account. Auto-save allows clients to finish at their own pace, and one-click reminder emails allow you to nudge them along when needed. No more long PDFs or Word docs that kill whatever momentum your client had when they came to you to get their estate plan started.
Your clients trust you, keep that front and center.
A few clicks lets you add your logo, select a font, and match your firm colors so intake is familiar for clients and you get the credit for creating a convenient estate planning experience that translates to 5-star reviews and referrals.
Complete the package
With our document library, you can easily download state-specific transfer-to-trust deeds, memorandums of instruction, guides for successor trustees, and more. These documents are available in every tier and we regularly add to the library.
Give your clients a plan tailored to them
Our estate plan packages cover the vast majority of client situations, but every client is different and only you know what’s needed to make their plan the perfect fit. The provisions library makes it easy to swap out or add in specific provisions so your client gets what they need and you can turn around final drafts efficiently.
INTERACTIVE ROI CALCULATOR
Ready to streamline your workflow?
Your current process, times a conservative 60% reduction in intake-to-draft time.
WHAT YOU ARE DOING NOW
WHAT YOU COULD DO WITH ESTATE ENGINE
Estimates only. Your results may vary based on practice & complexity.
Questions?
No. Estate Engine works in any U.S. jurisdiction. You can start from our state-specific templates or work with us to set up the documents you already use, including statutory forms and any clauses your jurisdiction requires. The intake form is customized to any custom documents (so a Texas POA doesn’t ask California-only questions, for example).
With our default questionnaire and state-specific templates, you could be sending an intake link to a client in minutes. Customization is included for free in most tiers and takes 3-5 business days for us to set up. You can redline our templates or send us your own documents to configure as templates and add to your account.
Yes. Bring your existing Word documents and we will set them up as templates so the data captured at intake flows directly into them. Or start from our default templates and send us redline requests to take advantage of our in-house expertise but customized to your preferences. Either way, you stay in control of the language, the structure, and the work product.
Estate Engine treats client data the way an attorney has to treat client data: confidentially, with encryption in transit and at rest, hosted on enterprise-grade infrastructure in the U.S. Your client data is never used to train AI models, and it’s never shared with third parties for marketing, analytics, or any other purpose. If you have specific compliance questions for your firm’s policies, we’re happy to walk through them, just ask.
No, Estate Engine does not use generative AI to draft documents. Your documents are generated from templates you approved so the same template produces the same output every time. You review the work product the way you’d review a paralegal’s draft, not the way you’d second-guess a chatbot’s last response.
No, our free trial is totally commitment-free. You can use all the features, explore every tab, and send unlimited tests to verify intake and output is just how you want it. You won’t be asked for payment information until you’re ready to use Estate Engine with real clients.
Estate Engine is a focused intake-and-drafting layer that works alongside the practice management system you already use. We don’t replace billing, calendaring, or matter management. We eliminate the drafting bottleneck those systems leave alone. Most attorneys use Estate Engine to handle the intake-to-draft handoff and keep their existing tools for everything else. Integrations with those leading tools are coming soon so you can plug Estate Engine into your full workflow seamlessly.
Estate Engine offers a free trial with no credit card required so you can confirm it’s a good fit before committing. Paid plans for solo attorneys and small firms after trial are based on a pay-per-plan basis so you are only charged when a client has completed intake. This keeps monthly overhead low for solo and small firms who don’t have the big budgets of large firms. Volume discounts are available for firms doing a steady number of plans per month. You can see the current pricing on the pricing page. No long-term contracts, cancel anytime.
Keep your process, just make it faster for you and easier for your clients.
Set up branded intake, approve your templates, and start gathering plans this week.