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

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, trust funding letters, 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 generated documents right inside Estateur - a formatted, Word-style editor and PDF viewer, not just a download.

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

Clients sign right in their portal, and every plan ships with state-specific witnessing and notary instructions for a valid signing ceremony.

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

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 and on every generated document - 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). Live two-way Clio sync is in progress; a native MyCase integration is planned.

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

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

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

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

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.

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 your own reusable intake questionnaires and assign them to clients; their answers flow straight into the drafter.

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.