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?
$385 one-time fee
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.