The tools Estateur connects with
E-signature and client payments are built in, and every estate plan carries the right execution path for the client's state. Estateur also pushes to your calendar and cloud storage, and connects to your practice-management stack.
E-signature for your CSA
Built inSend your Client Service Agreement (the engagement letter) for electronic signature, powered by the Documenso integration. Clients sign in their portal and the executed copy lands on their record. E-signature covers the CSA - the estate-plan documents themselves are executed by notarization, not e-signature.
E-notarization & guided execution
Built inWills, trusts, and powers of attorney are executed by notarization. Where the client's state allows remote online notarization (RON), they execute right from their portal; everywhere else Estateur ships state-specific witnessing and print-and-notarize-in-person instructions for a valid signing ceremony.
Client payments
Built inConnect your own Stripe account to send branded invoices and collect client payments. Funds settle to you, and Estateur takes no cut of your legal fees.
Self-serve connectors
AdvancedPaste your own token, API key, or webhook URL and start pushing matters immediately - nothing to approve, no Estateur app to authorize.
Upsert a record per matter into your own base, keyed on a stable Estateur ID so stage changes update the same row.
Create/update a page per matter in your own Notion database.
Create/update a task per matter in an Asana project, with stage and key dates in the task notes.
Create/update a task per matter in a ClickUp list.
Create/update a card per matter on a Trello list.
Create/update an issue per matter on a Linear team.
Create/update an item per matter on a Monday board, with stage as a status column.
Post a firm notification to a Slack channel via your own Incoming Webhook whenever a matter is pushed.
Post a firm notification to a Discord channel via your own webhook whenever a matter is pushed.
POST a signed JSON event to any URL you choose - the universal escape hatch to fan a matter update out to thousands of other apps.
Practice-management & workflow connectors
AdvancedConnect your firm's Google Calendar so planning sessions and signing/notary sessions scheduled in Estateur create real calendar events.
Connect your firm's Dropbox to push generated documents - the drafted plan, funding letters, and CSA - into your own storage.
Native OAuth connector with two-way contact sync - authorize your own account in one click, then sync contacts and push finished documents.
Export clients, matters, and document titles as a Clio-importable CSV.
Real-time, two-way sync with your Clio account. Coming soon — today you can export a Clio-compatible CSV (above).
A native MyCase integration to sync contacts and push finished documents. Coming soon.
Don't see your tool?
Tell us what your firm uses and we'll prioritize adding it.