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For attorneys & law firms

The estate-planning platform built for attorneys

Draft attorney-grade plans faster, deliver a branded client experience, and keep every matter moving — all in one workspace.

Plans from $99/seat · month — set up in minutes, no sales call.

You remain the drafting professional of record. Estateur is not a law firm.

Estate Plan
✓ Validated

Last Will and Testament

State of Illinois

Article I · Appointment of Fiduciaries

Article II · Disposition of Estate

Testator

Executed

Plan contents

  • Last Will & Testament
  • Revocable Living Trust
  • Durable Power of Attorney
  • Advance Healthcare Directive

Illinois execution requirements

Two witnesses & notary — verified

Built for how firms actually work

0+
states + D.C. supported
0
documents in a full plan
0-gate
automated QA on every draft
$0
per seat / month to start

Three plans that grow with your practice

Attorney-grade drafting is included in every plan. Add branding, your own clauses, and your team as you grow.

Estateur Starter

$99/month

Includes 1 seat · +$99/mo per additional seat

The complete solo estate-planning workspace.

Get started

Everything a solo practice needs:

  • E-signature & e-notarization
  • Multi-client dashboard
  • Advanced attorney-grade drafter
  • Attorney-grade document library
  • Per-client secure portal
  • Per-client trust funding tracker
  • Send to client to review - or download
  • Fast, easy revisions
  • In-app document viewer & editor
  • Automated annual review reminders
  • Client self-intake questionnaire
Most popular

Estateur Practice

$249/month

Includes 1 seat · +$99/mo per additional seat

Your brand, your clauses, your website.

Choose Estateur Practice

Everything in Starter, plus:

  • Collect client payments
  • Client Service Agreements - upload, generate & e-sign
  • White-label firm branding
  • Custom Parameters
  • Firm clause library & templates
  • Branded client communications

Estateur Advanced

$499/month

Includes 1 seat · +$99/mo per additional seat

Your whole firm on one platform.

Choose Estateur Advanced

Everything in Practice, plus:

  • Clio-compatible CSV export
  • Book-of-business overview & analytics
  • Team seats, roles & permissions
  • Bulk & batch drafting
  • Programmatic REST API

Unlimited clients on every plan. Cancel anytime. Prices are per seat, per month.

Everything your practice needs

A complete, branded estate-planning workspace — here is how each piece works.

E-signature & e-notarization

Starter

Clients sign right in their portal, and every plan ships with state-specific witnessing and notary instructions for a valid signing ceremony. Remote online notarization (RON) is in progress, so eligible clients will be able to complete e-notarization without leaving the portal.

Multi-client dashboard

Starter

Manage your whole book of business - a client roster with statuses, search and filters, quick-create, activity, and per-client dashboards.

Advanced attorney-grade drafter

Starter

Direct clause control, optional/skippable clauses, joint & mirror documents, trust options, always-per-stirpes defaults, an attorney-direct mode alongside the guided interview, live validation, and reusable firm/client defaults.

Attorney-grade document library

Starter

A fuller clause library and more document types - pour-over will, revocable living trust, POAs, healthcare directive, HIPAA, personal-property memorandum, trust funding letters, and a summary/cover letter - in clean, client-ready formatting.

Per-client secure portal

Starter

Each client gets their own secure space to review and approve the documents you prepare for them.

Per-client trust funding tracker

Starter

Track which assets and accounts have been retitled into each client's trust, with a funding checklist and status.

Send to client to review - or download

Starter

Deliver documents to the client through their portal for review, or download finished documents yourself. Both paths, your choice.

Fast, easy revisions

Starter

Revise an existing client's documents in a couple of clicks, with full version history preserved.

In-app document viewer & editor

Starter

View and edit generated documents right inside Estateur - a formatted, Word-style editor and PDF viewer, not just a download.

Automated annual review reminders

Starter

Estateur reminds each client (and you) to review their plan every year, so relationships - and referrals - stay warm.

Client self-intake questionnaire

Starter

Clients complete their own information in the portal and it flows straight into the drafter, pre-filling the plan and saving you time.

Collect client payments

Practice

Bill your own clients and collect online through Estateur. Connect your Stripe account, send a branded invoice or payment request from a client's hub, and track paid / unpaid / overdue status. Funds settle directly to your connected Stripe account - you are the merchant of record and Estateur takes no cut of your legal fees.

Client Service Agreements - upload, generate & e-sign

Practice

Start a Client Service Agreement (engagement / retainer letter) by uploading your own PDF or DOCX, pasting text, or generating a draft with AI, then send it to the client for signature through the built-in e-signature. The executed copy is stored on the client's record and downloadable, with sent / signed status on the hub.

White-label firm branding

Practice

Your firm's name, logo, and color on the client portal and on every generated document - it feels like your platform, not ours.

Custom Parameters

Practice

Save your drafting preferences once and Estateur applies them automatically to every document - formatting (e.g. titles in BOLD CAPS, article numbering) and default optional clauses (spendthrift, no-contest, per-stirpes).

Firm clause library & templates

Practice

Save your own custom clauses and full document templates once and reuse them across every client - your language, on tap.

Clio-compatible CSV export

Advanced

Export your drafted plans and client details as a Clio-compatible CSV you can import into Clio (or another practice-management system that accepts it). Live two-way Clio sync is in progress; a native MyCase integration is planned.

Book-of-business overview & analytics

Advanced

Plans drafted, active clients, executed matters, funding status, and estimated revenue across your whole book of business.

Branded client communications

Practice

Portal emails and notifications to your clients go out under your firm's brand and color, not Estateur's.

Team seats, roles & permissions

Advanced

Add attorneys and paralegals under one subscription with firm-admin / attorney / paralegal roles, a shared firm-wide clause library and analytics, and centralized billing.

Bulk & batch drafting

Advanced

Generate plans for many clients at once and run one-click document packages across your book of business.

Programmatic REST API

Advanced

A secure REST API to automate your firm's workflows: create clients, send intake questionnaires, and read client status, intake responses, and document status - all scoped to your firm and authenticated with API keys you generate in Settings. Webhooks are on the roadmap.

For employers

Offer estate planning as a benefit

Give your team a meaningful, low-cost benefit: complete, state-correct estate plans they can create online, with attorney help available when they need it. Simple to roll out, easy for employees to use.

Talk to us about employer plans

Set up in minutes — no sales call required

Onboarding is fully self-serve: a guided setup wizard walks you through branding, preferences, and your first client.

Start your subscription

See it before you sign up

Explore Estateur with a live sample firm

Walk a sample dashboard, open a client hub, and watch a state-correct will draft in a few clicks. No account and no card — just your email.

The estate-planning platform for attorneys & law firms. You remain the drafting professional of record; Estateur is not a law firm.