Built by attorneys, for attorneys
Estate Planning
Made Effortless.
Combine legal expertise with intelligent automation to save time, reduce errors, and enhance your clients experience.
Built by attorneys, for attorneys
Estate Planning
Made Effortless.
Combine legal expertise with intelligent automation to save time, reduce errors, and enhance your clients experience.
Stay on Top of Every Case
Stay on Top of Every Case
EstateScribe brings automated, jurisdiction-specific drafting together with organized client data management and a secure, fully white-labeled client portal, transforming intake and attorney-guided interviews into completed estate planning documents in minutes while enabling seamless collaboration and keeping attorneys firmly in control of review, judgment, and final approval.
EstateScribe brings automated, jurisdiction-specific drafting together with organized client data management and a secure, fully white-labeled client portal, transforming intake and attorney-guided interviews into completed estate planning documents in minutes while enabling seamless collaboration and keeping attorneys firmly in control of review, judgment, and final approval.
Secure Automated Drafting
Client Management
Secure Client Portals
Secure Automated Drafting
Client Management
Secure Client Portals
Secure Automated Drafting
Client Management
Secure Client Portals
Secure Automated Drafting
Client Management
Secure Client Portals
Secure Automated Drafting
Client Management
Secure Client Portals
Total Control. Zero Chaos.
Total Control. Zero Chaos.
We handle the heavy lifting of organization and tracking to keep your firm running smoothly.
We handle the heavy lifting of organization and tracking to keep your firm running smoothly.
Transparent Planning
Visualizing the full lifecycle of the trust, mapping out grantor roles, successor triggers, and final distribution methods in one unified view.
Transparent Planning
Visualizing the full lifecycle of the trust, mapping out grantor roles, successor triggers, and final distribution methods in one unified view.
Transparent Planning
Visualizing the full lifecycle of the trust, mapping out grantor roles, successor triggers, and final distribution methods in one unified view.
Smart client interview functionality
Capture details your way, manually enter data, extract insights from uploaded notes, or record and transcribe the conversation automatically.
Automated Client Intake
View your entire practice from a single dashboard with real-time matter updates.
Secure Client Messaging
A private, encrypted space for clients to securely share files and track their plan's progress.
Automated Drafting
Instantly generate wills, trusts, and ancillary documents from your structured intake data.
Full Oversight
See every moving part of your practice in one clear view.
Transparent Planning
Visualizing the full lifecycle of the trust, mapping out grantor roles, successor triggers, and final distribution methods in one unified view.
Smart client interview functionality
Capture details your way, manually enter data, extract insights from uploaded notes, or record and transcribe the conversation automatically.
Automated Client Intake
View your entire practice from a single dashboard with real-time matter updates.
Secure Client Messaging
A private, encrypted space for clients to securely share files and track their plan's progress.
Automated Drafting
Instantly generate wills, trusts, and ancillary documents from your structured intake data.
Full Oversight
See every moving part of your practice in one clear view.
Why Lawyers Love It
Why Lawyers Love It
Built around how estate lawyers actually work, with automation, organization, and better client communication at its core.
Built around how estate lawyers actually work, with automation, organization, and better client communication at its core.
Structured Intake
Transform raw client intake data into structured inputs. Capture every detail correctly the first time
Transform raw client intake data into structured inputs. Capture every detail correctly the first time
Quick Fill from Document
Upload a Word document or text file containing your estate planning information, and our AI willl automatically extract and populate the form fields from you.
Choose a file
Parse Document
JD
John Doe
Intake worksheet has been sent to you. Please complete it at your earliest convenience.
Intake worksheet.doc
1/12/2025
16:04
I have completed the Intake worksheet.
1/12/2025
17:40
MC
Quick Fill from Document
Upload a Word document or text file containing your estate planning information, and our AI willl automatically extract and populate the form fields from you.
Choose a file
Parse Document
JD
John Doe
Intake worksheet has been sent to you. Please complete it at your earliest convenience.
Intake worksheet.doc
1/12/2025
16:04
I have completed the Intake worksheet.
1/12/2025
17:40
MC
Quick Fill from Document
Upload a Word document or text file containing your estate planning information, and our AI willl automatically extract and populate the form fields from you.
Choose a file
Parse Document
JD
John Doe
Intake worksheet has been sent to you. Please complete it at your earliest convenience.
Intake worksheet.doc
1/12/2025
16:04
I have completed the Intake worksheet.
1/12/2025
17:40
MC
360° Client & Asset View
Connect the dots between people and property. Manage contacts, family dynamics, and asset distributions in one centralized dashboard.
Connect the dots between people and property. Manage contacts, family dynamics, and asset distributions in one centralized dashboard.
AI Assistant
Generate wills, trusts, and other key ancillary estate planning documents automatically from intake data & client interview information. EstateScribe runs on a secure, private AI system built exclusively for legal drafting, ensuring your clients data stays confidential, protected, and compliant at every step.
Generate wills, trusts, and other key ancillary estate planning documents automatically from intake data & client interview information. EstateScribe runs on a secure, private AI system built exclusively for legal drafting, ensuring your clients data stays confidential, protected, and compliant at every step.
Hi there! Ask me anything if you need help with this document.
Ask anything...
What’s redundant?
Make this clearer
Clean up formatting
Hi there! Ask me anything if you need help with this document.
Ask anything...
What’s redundant?
Make this clearer
Clean up formatting
THE EMMA SMITH REVOCABLE LIVING TRUST
FORMULATING THE TRUST
This Revocable Trust Agreement is made on this ___ day of ___________, 20__, by and between Emma Smith, residing in Maple County, Wyoming, as Settlor, referred to herein as the first person; and Emma Smith, acting as Trustee, referred to herein as the “Trustee.”
Establishing the Trust
Mark Section Complete
I hereby intend to establish a legally binding trust in accordance with the laws of the State of Wyoming and any other jurisdiction where this Trust may be administered. The provisions of this trust shall take precedence over any conflicting terms.
Defining the Trust
Mark Section Complete
This Trust shall be formally known as “Jane Doe, Trustee of the JANE DOE Revocable Living
Trust dated May 5, 2025, and any amendments thereto.” For convenience, this Trust may be referred to as “The Jane Doe R |
For all purposes concerning the identity of the Trust, any property titled to it, or any item payable to
the Trust, any description reasonably identifying the Trust and indicating that the property is held
in a fiduciary capacity shall be effective.
Third Parties
Mark Section Complete
Third parties may require documentation to verify the existence of this trust, or particular
provisions of it, including the parties involved and the powers held by the Trustee. To protect the
confidentiality of this Trust and pursuant to Wyo. Stat. Ann. § 4-10-1014, the Trustee may use an
affidavit or a certification of trust that contains the information required by that statute and sets
forth the authority of the Trustee to transact business on behalf of the Trust in lieu of providing a
copy of this Trust. The affidavit or certification may include relevant pages from this Trust,
including title and signature pages.
Statement of Intent
Mark Section Complete
I am creating this Trust and any separate trust established under it with the intent that the assets
transferred to it be held for my benefit while I am alive. Following my death, I intend for the assets
of this Trust to be held for the benefit of my beneficiaries on the terms and conditions set forth
herein. To accomplish this intent, I have given the Trustee broad discretion to manage and invest
the assets of this Trust.
All provisions of this Trust are to be interpreted and applied to accomplish this intent.
5. GOVERNING LAW
This Assignment shall be governed and construed in accordance with the laws of the State of [Insert State], without regard to its conflict of laws provisions.
THE ALEX SMITH LIVING WILL
CREATING THE LIVING WILL
This Living Will is made on this ___ day of ___________, 20__, by and between Alex Smith, residing in Green Valley, Nevada, as the Declarant, who is referred to in this document in the first person; and Alex Smith, as the appointed Agent, who is referred to in this document as the "Agent."
Establishing the Living Will
Mark Section Complete
I hereby declare my intentions regarding medical treatment under the laws of the State of Nevada and any jurisdiction where this Living Will may be enforced. The directives outlined in this document shall take precedence over any conflicting instructions.
Defining the Living Will
Mark Section Complete
This Trust shall be formally known as “Jane Doe, Trustee of the JANE DOE Revocable Living
Trust dated May 5, 2025, and any amendments thereto.” For convenience, this Trust may be referred to as “The Jane Doe R |
For all purposes concerning the identity of the Trust, any property titled to it, or any item payable to
the Trust, any description reasonably identifying the Trust and indicating that the property is held
in a fiduciary capacity shall be effective.
Third Parties
Mark Section Complete
Third parties may require documentation to verify the existence of this trust, or particular
provisions of it, including the parties involved and the powers held by the Trustee. To protect the
confidentiality of this Trust and pursuant to Wyo. Stat. Ann. § 4-10-1014, the Trustee may use an
affidavit or a certification of trust that contains the information required by that statute and sets
forth the authority of the Trustee to transact business on behalf of the Trust in lieu of providing a
copy of this Trust. The affidavit or certification may include relevant pages from this Trust,
including title and signature pages.
Statement of Intent
Mark Section Complete
I am creating this Trust and any separate trust established under it with the intent that the assets
transferred to it be held for my benefit while I am alive. Following my death, I intend for the assets
of this Trust to be held for the benefit of my beneficiaries on the terms and conditions set forth
herein. To accomplish this intent, I have given the Trustee broad discretion to manage and invest
the assets of this Trust.
All provisions of this Trust are to be interpreted and applied to accomplish this intent.
5. GOVERNING LAW
This Assignment shall be governed and construed in accordance with the laws of the State of [Insert State], without regard to its conflict of laws provisions.
Hi there! Ask me anything if you need help with this document.
Ask anything...
What’s redundant?
Make this clearer
Clean up formatting
All in one AI Associate
All in one AI Associate
Delegate the busy work. Use EstateScribes AI to draft, summarize and retrieve files, so you can focus on what really matters, advising your clients
Delegate the busy work. Use EstateScribes AI to draft, summarize and retrieve files, so you can focus on what really matters, advising your clients
Everything You Need. In One Place.
Everything You Need. In One Place.
A complete estate planning toolkit, designed with lawyers in mind.
A complete estate planning toolkit, designed with lawyers in mind.
Secure Client Portals
Estate Plan mapping & Visualization
Centralized Client Profiles
Matter Management
Intake Automation
Smart Completion Tracking
Built-in Review Tools
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
Estate Plan mapping & Visualization
Visualize relationships, assets, and structures in one clear view, helping attorneys explain complex plans and clients understand more than what’s written in a binder.
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
Related Clients & Family Mapping
Monitor the progress of each matter with visual dashboards that show completion status, upcoming deadlines, and outstanding tasks for your team and clients.
Secure Client Portals
Estate Plan mapping & Visualization
Centralized Client Profiles
Matter Management
Intake Automation
Smart Completion Tracking
Built-in Review Tools
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
Related Clients & Family Mapping
Monitor the progress of each matter with visual dashboards that show completion status, upcoming deadlines, and outstanding tasks for your team and clients.
Secure Client Portals
Estate Plan mapping & Visualization
Centralized Client Profiles
Matter Management
Intake Automation
Smart Completion Tracking
Built-in Review Tools
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
Related Clients & Family Mapping
Monitor the progress of each matter with visual dashboards that show completion status, upcoming deadlines, and outstanding tasks for your team and clients.
Secure Client Portals
Estate Plan mapping & Visualization
Centralized Client Profiles
Matter Management
Intake Automation
Smart Completion Tracking
Built-in Review Tools
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
Related Clients & Family Mapping
Monitor the progress of each matter with visual dashboards that show completion status, upcoming deadlines, and outstanding tasks for your team and clients.
Secure Client Portals
Estate Plan mapping & Visualization
Centralized Client Profiles
Matter Management
Intake Automation
Smart Completion Tracking
Built-in Review Tools
Integrations Solutions
At EstateScribe, we don’t ask firms to change how they work — we fit into the systems you already rely on. Estate planning doesn’t happen in a silo, and your drafting platform shouldn’t either. That’s why EstateScribe is built to connect seamlessly with the tools that power your firm.
Want to request an integration?
Frequently Asked Questions
Frequently Asked Questions
What does EstateScribe actually do?
20:15
EstateScribe is an all-in-one workspace designed to automate and organize the entire estate planning process for law firms
Is this designed for lawyers or clients?
20:15
It is built by attorneys, for attorneys. We designed it to be your command center, we also include a secure, white-label portal so your clients have a seamless experience working with you.
How does the document generation work?
20:15
We automate the heavy lifting. Our system takes your raw client intake data and instantly transforms it into structured legal drafts—wills, trusts, and ancillaries—so you never have to start from a blank page.
Can I edit documents after they’re generated?
20:15
Absolutely. You have total control. The AI provides the first draft to save you time, but you can edit every word, refine clauses, and finalize the document to meet your firm's exact standards.
Is client data secure?
20:15
100%. We run on a secure, private AI system built exclusively for legal drafting. Your client data is encrypted, confidential, and compliant at every step.
Does this replace legal assistants or paralegals?
20:15
No, it empowers them. Think of EstateScribe as an "AI Associate" that handles the repetitive drafting and organization. It frees your team to focus on strategy and client relationships rather than busy work.
How many clients or documents can I manage?
20:15
As many as you need. Our dashboard is designed to let you stay on top of every case and track completion across all your matters in one clear view.
Do I need to install anything?
20:15
No. You just sign in. It is an all-in-one workspace accessible from your browser, keeping your files and matters organized without complex software installations.
What does EstateScribe actually do?
20:15
EstateScribe is an all-in-one workspace designed to automate and organize the entire estate planning process for law firms
Is this designed for lawyers or clients?
20:15
It is built by attorneys, for attorneys. We designed it to be your command center, we also include a secure, white-label portal so your clients have a seamless experience working with you.
How does the document generation work?
20:15
We automate the heavy lifting. Our system takes your raw client intake data and instantly transforms it into structured legal drafts—wills, trusts, and ancillaries—so you never have to start from a blank page.
Can I edit documents after they’re generated?
20:15
Absolutely. You have total control. The AI provides the first draft to save you time, but you can edit every word, refine clauses, and finalize the document to meet your firm's exact standards.
Is client data secure?
20:15
100%. We run on a secure, private AI system built exclusively for legal drafting. Your client data is encrypted, confidential, and compliant at every step.
Does this replace legal assistants or paralegals?
20:15
No, it empowers them. Think of EstateScribe as an "AI Associate" that handles the repetitive drafting and organization. It frees your team to focus on strategy and client relationships rather than busy work.
How many clients or documents can I manage?
20:15
As many as you need. Our dashboard is designed to let you stay on top of every case and track completion across all your matters in one clear view.
Do I need to install anything?
20:15
No. You just sign in. It is an all-in-one workspace accessible from your browser, keeping your files and matters organized without complex software installations.
What does EstateScribe actually do?
EstateScribe is an all-in-one workspace designed to automate and organize the entire estate planning process for law firms
Is this designed for lawyers or clients?
It is built by attorneys, for attorneys. We designed it to be your command center, we also include a secure, white-label portal so your clients have a seamless experience working with you.
How does the document generation work?
We automate the heavy lifting. Our system takes your raw client intake data and instantly transforms it into structured legal drafts—wills, trusts, and ancillaries—so you never have to start from a blank page.
Can I edit documents after they’re generated?
Absolutely. You have total control. The AI provides the first draft to save you time, but you can edit every word, refine clauses, and finalize the document to meet your firm's exact standards.
Is client data secure?
100%. We run on a secure, private AI system built exclusively for legal drafting. Your client data is encrypted, confidential, and compliant at every step.
Does this replace legal assistants or paralegals?
No, it empowers them. Think of EstateScribe as an "AI Associate" that handles the repetitive drafting and organization. It frees your team to focus on strategy and client relationships rather than busy work.
How many clients or documents can I manage?
As many as you need. Our dashboard is designed to let you stay on top of every case and track completion across all your matters in one clear view.
Do I need to install anything?
No. You just sign in. It is an all-in-one workspace accessible from your browser, keeping your files and matters organized without complex software installations.
Step into the future.
See how EstateScribe is helping lawyers work faster, stay organized, and deliver a better client experience.