Pricing That Makes Sense for Estate Planners

No bloated subscriptions. Pay per plan to avoid high monthly overhead on slow months.

Estate Engine core

$100 / plan generated

No monthly subscription

  • Plain-language intake and document templates drafted by an estate planning attorney.
  • Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s) in each plan.
  • You’re billed per plan after a client finishes intake, so you only pay when you’re getting paid.
  • Templates and intake are regularly updated for compliance and refined based on real client interactions (nearly 2,000 and counting).

Best for: Attorneys who want a quick, simple solution without customization.

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Estate Engine plus

$100 / plan generated

$39 / month

Includes everything from Estate Engine core, plus:

  • Fully customizable intake: start from our default questionnaire and edit, or build your own from scratch.
  • Fully customizable documents: modify our templates or upload yours and connect them to your intake flow.
  • Integrations (coming soon): sync with other popular 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.

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Get the power of Plus without any setup time

Send us your current intake questionnaire, document templates, and any customization requests. We’ll build it for you, free of charge.

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