Simple Pricing for Estate Planners
No bloated subscriptions. Pay per plan to avoid high monthly overhead.
Estate Engine Core
$100 per plan
no monthly subscription
- Drafted by a practicing estate planning attorney: Plain-language intake and document templates built for real clients.
- Covers a complete plan: Every plan includes a Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).
- Stays compliant: Templates updated at least annually for state-specific requirements
- Refined by real data: Questionnaire built from nearly 2,000 client interactions (and counting).
- Branded to your firm: Add your logo, colors, and firm name to the intake questionnaire.
- Pay only on completion: You’re billed per plan after a client finishes intake, not upfront.
Best for: Attorneys who handle estate planning but don’t specialize in it, or those who want a simple solution without customization.
Estate Engine Plus
$100 per plan
plus $39/month
Includes everything in core, plus:
- Fully customizable intake: Edit our questionnaire or build your own from scratch.
- Fully customizable documents: Modify our templates or upload yours and connect them to your intake flow with our template builder.
- Integrations (coming soon): sync with leading legal CRM, billing, and scheduling tools to streamline your end-to-end workflow.
Best for: Attorneys who want full control with custom intake flows, your own document templates, and practice management integrations.
Want the power of Plus without the setup work?
Send us your document templates and a list of customization requests. We’ll build your intake questionnaire and link it to your documents, ready to use from day one.