Bring estate planning
to every client relationship
Offer state-researched estate planning under your own brand — a white-label client portal, trust-funding tooling, and signature-ready documents across all 50 states and D.C.
7 days free · card required · $249 per user/month after trial or save 20% annually.
Start with 7 days free, then pay $249 per user monthly or save 20% annually. Explore the self-guided demo.
A licensed attorney remains the drafting professional of record.
Built for how advisory firms actually work
- 51
- U.S. jurisdictions — 50 states + D.C.
- 119
- document types in the library
- 111
- funding institutions mapped
- 3-gate
- automated QA on every draft
A complete estate-planning offering under your brand
Give clients a branded portal, state-researched documents, trust-funding tracking, and execution — all connected to the tools your firm already runs on.
Attorney-grade document library
A fuller clause library and more document types - pour-over will, revocable living trust, POAs, healthcare directive, HIPAA, personal-property memorandum and a summary/cover letter - in clean, client-ready formatting.
Per-client trust funding tracker
Track which assets and accounts have been retitled into each client's trust, with a funding checklist and status.
White-label client portal
At the firm level the entire client portal is white-labeled end to end - your firm's brand, logo, and color across every client-facing screen, so clients never see the Estateur name.
Client self-intake questionnaire
Send our standard self-intake questionnaire to clients; they complete their own information in the portal and it flows straight into the drafter, pre-filling the plan and saving you time. Building and customizing your own questionnaires is on Pro.
E-signature & e-notarization
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) lets eligible clients complete e-notarization without leaving the portal.
PM & workflow integrations
Connect your firm's stack: push a client's matter to Airtable, Monday, Asana, Notion, Google Sheets, or Slack, and use the guided Google Calendar and Dropbox connectors. Each connector authenticates with your firm's own account and maps to a real action in Estateur.
One complete membership for your firm
State-researched drafting is included in every plan. Add branding, your own clauses, and your team as you grow.
Estateur Pro
Every currently available Pro feature. No feature tiers.
Or $2,390.40/year — save 20%
- Advanced attorney-grade drafter
- Attorney-grade document library
- Client self-intake questionnaire
- White-label client portal
- Collect client payments
- Team seats, roles & permissions
- PM & workflow integrations
- Opt in to consumer meeting and document-review requests
7 days free. Card required. Cancel during the trial to avoid being charged.
Unlimited clients on every plan. Cancel anytime. Prices are per seat, per month. View membership details.
Built for estate-planning attorneys
Start drafting with Estateur today
Set up your firm in minutes — run an interview, draft a state-correct will, and open a branded client portal. Try every feature free for 7 days; a card is required and you can cancel before billing starts.
Make estate planning part of every client plan
Set up your firm in minutes and offer estate planning your clients can complete online — with a licensed attorney as the drafting professional of record.