Estate Engine automates client intake and estate plan drafting for solo and small-firm attorneys, without AI guesswork.
Built for Those Who Actually Do the Drafting
Solo Attorneys
You do every part of every plan
You are the marketer, the intake coordinator, the drafter, the proofreader, and the closer. The hours stack up: three calls and five emails before you ever open a template, then another two hours of drafting that’s mostly retyping the client’s info into different fields.
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 turns that intake into your standard documents — your templates, your language, your work product.
Learn more about estate planning software for solo attorneys
Small Firms
Estate planning is one of the services you offer
Maybe you started in family law or business succession and clients kept asking for the will, the trust, the POA. Now estate planning is part of the practice, but it doesn’t have a system. Drafts come out slightly different depending on which attorney touched them last. Intake gets passed around in PDFs and email chains.
Estate Engine standardizes the intake-to-draft workflow across your team, so every plan that goes out the door looks like it came from one firm, because it did.
Smarter Intake
- A custom, branded intake form your clients can actually finish. No jargon, no long PDFs.
- Send a secure link or sit with the client and fill it out together. Your call.
- Light, plain-English education built into the form so clients understand what they’re answering and why.
Automated Drafting
- Drafts ready in minutes once intake is in. No rekeying, no cleanup.
- Bring your own templates, or start from ours and customize. Your work product, your way.
- Edit in-app or export to Word. Estate Engine doesn’t lock you in.
How Much Time & Money Could You Be Saving?
Running on Estate Engine, that could mean…
Questions?
No. Estate Engine works in any U.S. jurisdiction. You can start from our state-specific templates or upload the documents you already use, including statutory forms and any clauses your jurisdiction requires. The intake form can be customized to the documents you’ve loaded (so a Texas POA doesn’t ask California-only questions).
Most attorneys can create an account, get familiar with the dashboard, customize their intake questionnaire and templates, and start using Estate Engine with clients in a single sitting. If you’re using our default questionnaire and templates, you can start using Estate Engine within minutes. If you want customization but don’t want to take the time to set it up, we can handle it for you for a one-time setup fee.
Yes. Bring your existing Word documents and use our simple template builder to set them up as templates so the data captured at intake flows directly into them. Or start from our defaults and customize over time. 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.
Estate Engine doesn’t use generative AI to draft documents. Your documents are generated from templates you wrote and 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 won’t be asked for payment details until you’re ready to pick a plan.
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. An additional, optional monthly subscription allows you to get access to full customization tools, all future integrations to other software tools, and more features as they’re added. You can see the current pricing on the pricing page. No long-term contracts, cancel anytime.