Pricing That Makes Sense for Estate Planners

Our pricing is based on the number of clients you serve each month to help you avoid high monthly overhead. All tiers include:

  • Fully customizable intake builder (no code required): build from scratch or start from ours and edit.
  • Customizable documents: upload your own or use (and edit) our managed template library.
  • Integrations (coming soon): sync with other popular legal CRM, billing, and scheduling tools to streamline beyond intake and drafting.
  • Plain-language intake and state-specific document templates drafted by an estate planning attorney: Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).

Pay as you go

$50 / plan generated

No monthly commitment, you’re only billed when a client completes intake and their draft is generated.

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Volume Discounts

For firms with predictable monthly volume, take advantage of lower rates by pre-paying for a set number of plans each month.

Starter

$200 / month

5 Drafts Included

$40 per Additional Draft

Best for
5-9 estate plans per month

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Growth

$420 / month

12 Drafts Included

$35 per Additional Draft

Best for
10-16 estate plans per month

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Scale

$597.50 / month

20 Drafts Included

$30 per Additional Draft

Best for
17+ estate plans per month

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Enterprise

Custom

Custom Drafts Included

Custom Additional Draft Rate

Best for
Firms doing significantly more than 20 plans/month

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Full customization, without any setup time.

Estate Engine is a no-code intake and drafting workflow builder. But if you’d like to send us your current intake questionnaire, document templates, and any customization requests, we’ll build your custom workflow for you, free of charge.

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