Every part of your practice,
in one estate-planning workspace

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.

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

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.

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.

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

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

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

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

View and edit the full text of generated documents right inside Estateur, save revisions, and preview the finished PDF - not just a download.

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

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.

Build and edit your own reusable intake questionnaires — add, remove, and reword questions and map them to the drafter — instead of the standard set. Solo can send the standard questionnaire as-is; customizing it is on Pro.

Client-facing email goes out under your firm's name and reply-to address (and reuses your logo and color when set). All branding — including this basic email From-name/reply-to branding — is on Firm. A full per-firm sending domain is available as a premium add-on.

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.

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.

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

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).

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

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). A live two-way Clio sync and a native MyCase integration are on the roadmap.

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

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

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.

Generate the same document package for many selected clients in one operation - reusing the same deterministic drafter as single-client generation, driven from your Plans & Packages.

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, with webhooks available.

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.

Draft the advanced trust set - ILIT, SLAT, GRAT, QPRT, charitable remainder (CRAT/CRUT), IDGT, and the NFA/firearms trust - as complete, attorney-grade documents you customize. Included with the Pro plan.

AI reviews every draft for errors and inconsistencies, explains and suggests clause language, and drafts specific provisions on request - always for your review, never inserted blindly. Solo is deterministic drafting only; AI QA and error-checking start on Pro.

See every client with an unpaid or overdue invoice, or an unsigned Client Service Agreement, in one place — and nudge them with a branded reminder in a single click, so nothing slips and you get paid and signed faster.

Generate a polished, firm-branded PDF menu of your services and packages with their prices — built straight from your Plans & Packages — to hand or email to prospective clients. Firm accounts get your logo embedded.

Offer your clients an installment payment plan: you design the plan (amount, number of installments, and schedule), the client saves a card once, and Estateur auto-charges each installment on schedule until it is paid in full — no chasing. Funds settle to your connected Stripe account and you keep 100% of your fee.

Two-way messaging with each client inside their portal - questions, updates, and document notes in one branded thread instead of scattered email.

Give each client their own to-dos and signing checklist and watch items complete as they move through their portal.

Build and customize your own reusable intake questionnaires and assign them to clients; their answers flow straight into the drafter. The standard questionnaire is included on Solo; building your own is on Pro.

Add a specific clause or provision to any document by describing it in plain language - drafted in context for your review, never inserted blindly.

Every document keeps a full version history, and you can compare any two versions side by side to see exactly what changed before you finalize.

Connect your firm's Lawmatics in one click to sync contacts and matters both ways and push finished documents across - and a new Lawmatics contact can auto-create a client and pre-fill the drafter.

Edit the emails your clients receive for each event - invitations, reminders, and updates - all sent under your firm's brand.

Manage your own subscription, seats, and payment method through the Stripe customer portal - add or remove seats as your team changes.

A self-serve setup wizard and an in-app product tour walk you through branding, preferences, and your first client - no sales call required.