Provide education, track progress, send reminders, and connect clients to a trusted attorney.
Invite & Monitor
Use our free software to invite clients to begin the estate planning process with an educational form. Through your custom portal, you can also monitor clients’ progress and send reminders if they need a push to complete the form.
Educate & Expedite
The form answers estate planning questions and gathers the necessary information to create a custom plan. For many, we can generate the plan free. For complicated estates, we pass the info to a trusted attorney.
Connect & Finalize
For complicated estates, we deliver the information to a vetted estate planning attorney who will arrange a call or video chat for follow-up questions. A 2nd video call is arranged to notarize and finalize the full plan with your client.
Estate Engine is not a law firm and the content provided herein does not constitute legal advice. An attorney-client relationship is not formed by participating on this site.
