Estate Planning
Made Effortless.
Combine legal expertise with intelligent automation to save time, reduce errors, and enhance your clients experience. Our software was built by attorneys, for attorneys, all with the goal of empowering estate planning professionals to better serve their clients and grow their practices.
by attorneys for attorneys
Generate full estate plans with secure AI.
Generate wills, trusts, and other key documents automatically from intake data. 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.
Save time, deliver faster, increase client volume.
Our AI-driven workflows handle everything from data entry to document organization, freeing up hours each week so you can focus on high-value client work. With EstateScribe, you can generate complete, attorney-grade estate plans in minutes.
Communicate over a secure portal.
Offer clients a private, encrypted portal to submit information, review documents, and track case progress, keeping sensitive data protected and workflows streamlined.
Stay on Top of Every Case
Your command center for estate planning - see drafts, track progress, manage time, and jump back in without skipping a beat. EstateScribe's built-in CRM helps you stay on top of all planning matters, all in one intuitive platform.
Why Lawyers Love It
Built around how estate lawyers actually work, with automation, organization, and better client communication at its core.
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Everything You Need. In One Place.
A complete estate planning toolkit, designed with lawyers in mind.
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Frequently Asked Questions
See how we can help you move faster, reduce errors, and keep every matter on track.
No FAQs available.