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.
Plans from $99/seat · month — set up in minutes, no sales call. Book a demo.
A licensed attorney remains the drafting professional of record. Estateur is not a law firm.
Built for how advisory firms actually work
- 51
- U.S. jurisdictions — 50 states + D.C.
- 57
- 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, trust funding letters, 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
Clients complete their own information in the portal and it flows straight into the drafter, pre-filling the plan and saving you time.
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.
Three plans that grow with your firm
State-researched drafting is included in every plan. Add branding, your own clauses, and your team as you grow.
Estateur Starter
Includes 1 seat · +$99/mo per additional seat
The complete solo estate-planning workspace.
Get startedEverything 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
- Client email branding
Estateur Practice
Includes 1 seat · +$99/mo per additional seat
Your brand, your clauses, your website.
Choose Estateur PracticeEverything 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
Includes 1 seat · +$99/mo per additional seat
Your whole firm on one platform.
Choose Estateur AdvancedEverything in Practice, plus:
- Clio-compatible CSV export
- Book-of-business overview & analytics
- Team seats, roles & permissions
- White-label client portal
- Bulk & batch drafting
- Programmatic REST API
- PM & workflow integrations
- Advanced tax & asset-protection trusts
Unlimited clients on every plan. Cancel anytime. Prices are per seat, per month. Compare plans in detail.
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.
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.