Estate Planning Document Drafting Software

From Client Intake to Draft-Ready Documents in Minutes

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Dashboard interface of Estate Engine showing an overview of forms sent, drafts received, and plans exported, along with recent activity details.

No AI Guesswork or Heavy General-Purpose Tools

Draft-Ready Documents, Attorney Controlled

Estate Engine connects structured intake directly to deterministic templates — so every field is captured once, and every document is generated consistently. Attorneys stay in full control of the work product, with no reliance on AI outputs that require line-by-line review.

  • Deterministic templates — generate the same results every time.
  • Attorney review built in — edit before exporting the draft.
  • Error reduction — eliminate copy-paste mistakes and missing clauses.
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How Estate Engine Works

Step 1

Automated Intake

Send clients a branded intake link directly from the Estate Engine dashboard or copy/paste a secure custom link.

Step 2

Progress Monitoring

Monitor client progress and easily send gentle reminders to complete the form.

Step 3

Effortless Drafting

Get polished, custom drafts of client data in your preferred estate plan document templates.

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How Much Time & Money Could You Be Saving?

Running on Estate Engine, that could mean…

0
Extra Hours per Month
Work fewer hours, earn the same.
− or −
$0
Extra Dollars per Month
Work the same hours, earn more.
Calculations based on user estimates and approximations. Not guaranteed.

FAQs About Estate Planning Document Drafting Software

Can I upload my existing templates?

Yes. Bring your own documents, or start with default templates and customize as needed. You stay in control of the work product.

How fast can I generate a draft?

Drafts are created immediately when a smart form is submitted. You can send your clients a link to their secure form or fill out the form for them if you prefer in-person consultations. Either way, as soon as you’ve got all their info, a draft is created with the click of a button.

Is the data secure?

Yes. We follow modern security practices, including encryption in transit and at rest.

Does Estate Engine use artificial intelligence (AI) to generate document drafts?

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.

What if my state has unique requirements?

You can upload and customize templates to reflect local laws and your firm’s preferences.

Do I need to submit credit card info to start a free trial?

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.