Pricing

Only pay when a plan is created through Estate Engine

Estate Engine Core

$100

per draft

Documents Included in Each Draft

  • Trust
  • Trust Certificate
  • Assignment of Business Interest
  • Will(s)
  • Financial Power(s) of Attorney
  • Health Care Directive(s)

Optimized Document Templates

  • Drafted by practicing attorney with 10+ years estate planning experience
  • Regular updates to maintain state-specific compliance
  • Jargon-free and easy for clients to read

Optimized Client Questionnaire

  • Built on feedback from nearly 2,000 real clients
  • Designed so clients actually complete it
  • Easily add your firm’s logo, colors, and font
Try it Free

Additional Customization

Have your own way of doing things? We get it. And we’ve got you covered.

Estate Engine Plus

$39/month

plus $100/draft created

24/7 access to our easy questionnaire builder right within your Estate Engine portal

  • Edit question wording and sidebar information
  • Add and remove questions
  • Build your own questionnaires from scratch
Try it Free

Custom Build

$385 setup fee

plus $100/draft created

Let us do the heavy
lifting for you

  • Send us your own document templates
  • Share specific requests for the questionnaire
  • We build a custom questionnaire linked to your own document templates
Contact Us

Join the Waitlist

Estate Engine is currently in a private testing phase. If you’re interested in joining the beta test, please let us know by clicking below.