Join us at the 10th-annual Startup Alley at ABA TECHSHOW! Read more...

EstateScribe

Book a demo

Book a demo

Join us at the 10th-annual Startup Alley at ABA TECHSHOW! Read more...

EstateScribe

Book a demo

Book a demo

Join us at the 10th-annual Startup Alley at ABA TECHSHOW! Read more...

EstateScribe

Book a demo

Book a demo

Whitelabel Client Portal Built
for a White-Glove Experience

Deliver a modern, secure, and fully branded portal that strengthens client communication and brings clarity to the estate planning process.

Book a demo

At EstateScribe, the client portal is designed to deliver a white-glove experience for every law firm. Clients communicate, share information, and follow their estate plan through a secure, fully branded interface.

Clear planning visibility and ongoing transparency help clients understand their plan and stay engaged long after signing.

Whitelabel Client Portal Built for a White-Glove Experience

Deliver a modern, secure, and fully branded portal that strengthens client communication and brings clarity to the estate planning process.

Book a demo

At EstateScribe, the client portal is designed to deliver a white-glove experience for every law firm. Clients communicate, share information, and follow their estate plan through a secure, fully branded interface.

Clear planning visibility and ongoing transparency help clients understand their plan and stay engaged long after signing.

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.

Central collaboration

All client communication and documents live in one secure portal.

Margaret Lewis

Thu, Mar 2, 2025 at 16:25 PM

Hi Patrick, just checking in, will the updated living trust and power of attorney forms be ready for our meeting next week?

Patrick Guthrie

Thu, Mar 2, 2025 at 16:25 PM

Hi Margaret, yes, both documents are nearly finalized. I’ll upload drafts for your review by tomorrow morning so you have time to look them over before our April 2nd meeting.

Patrick Guthrie

Thu, Mar 2, 2025 at 16:25 PM

Hello Margaret, please find the draft Living Trust and Power of Attorney forms attached. Let me know if you’d like to go over any changes ahead of time.

ML_Last_Will_and_Testament_2024-06-12.pdf

Margaret_Lewis_Durable_POA_2023-11-04.pdf

Margaret Lewis

Thu, Mar 2, 2025 at 16:25 PM

Thanks, Patrick. I’ll review these today and let you know if I have any questions.

Planning visibility

Clients clearly see their progress and next steps at every stage.

Matters

Search

New Matter

#1

Estate Plan

In progress

View

#5

Irrevocable Will

In progress

View

Firm-branded experience

The portal reflects your firm’s brand across every client interaction.

AI Copilot

2

Latest Document

John Doe

Last Will and Testament

Completed

Edit

View

Documents in Progress

112

Clients

106

Client

Date

Completion

John Doe

20.03.2025

65% Completed

Revocable Living Trust

Joint_Trust_Agreement.doc

Edited 2024.18.12

Completed

Edit

Share

Revocable Living Trust

Financial_POA.doc

Edited 2024.18.12

In Progress

Share

Jane Smith

20.03.2025

50% Completed

View Client

John Smith

20.03.2025

45% Completed

View Client

John Doe

20.03.2025

32% Completed

View Client

John Doe

20.03.2025

56% Completed

View Client

Margaret Lewis

20.03.2025

59% Completed

View Client

Robert Brown

20.03.2025

70% Completed

View Client

Emily Johnson

20.03.2025

Healthcare Proxy

80% Completed

View Client

Michael Green

20.03.2025

Living Will

75% Completed

View Client

Built for Meaningful
Client Relationships

What we value at Estatescribe

A White-Glove Client Experience

The whitelabel portal is designed to deliver a white-glove experience that feels personal, thoughtful, and tailored to each law firm. Clients interact with a modern, intuitive interface that reflects the professionalism of your practice, helping them feel supported and confident throughout every stage of the estate planning process. Every interaction is intentional, from how information is presented to how progress is communicated.

A White-Glove Client Experience

The whitelabel portal is designed to deliver a white-glove experience that feels personal, thoughtful, and tailored to each law firm. Clients interact with a modern, intuitive interface that reflects the professionalism of your practice, helping them feel supported and confident throughout every stage of the estate planning process. Every interaction is intentional, from how information is presented to how progress is communicated.

A White-Glove Client Experience

The whitelabel portal is designed to deliver a white-glove experience that feels personal, thoughtful, and tailored to each law firm. Clients interact with a modern, intuitive interface that reflects the professionalism of your practice, helping them feel supported and confident throughout every stage of the estate planning process. Every interaction is intentional, from how information is presented to how progress is communicated.

Clarity Through Transparency

Estate planning often involves complex decisions and unfamiliar terminology. By using planning roadmaps and clear visual summaries, the portal brings structure and visibility to the process. Clients can easily understand where they are in their plan, what has been completed, and what steps remain, reducing uncertainty and minimizing unnecessary follow-up conversations.

Clarity Through Transparency

Estate planning often involves complex decisions and unfamiliar terminology. By using planning roadmaps and clear visual summaries, the portal brings structure and visibility to the process. Clients can easily understand where they are in their plan, what has been completed, and what steps remain, reducing uncertainty and minimizing unnecessary follow-up conversations.

Clarity Through Transparency

Estate planning often involves complex decisions and unfamiliar terminology. By using planning roadmaps and clear visual summaries, the portal brings structure and visibility to the process. Clients can easily understand where they are in their plan, what has been completed, and what steps remain, reducing uncertainty and minimizing unnecessary follow-up conversations.

Trust Built Into Every Interaction

Security and confidentiality are foundational to the portal experience. Secure messaging, protected document sharing, and controlled access ensure that sensitive client information is handled responsibly at all times. This focus on trust allows clients to communicate openly and engage confidently, knowing their information is protected.

Trust Built Into Every Interaction

Security and confidentiality are foundational to the portal experience. Secure messaging, protected document sharing, and controlled access ensure that sensitive client information is handled responsibly at all times. This focus on trust allows clients to communicate openly and engage confidently, knowing their information is protected.

Trust Built Into Every Interaction

Security and confidentiality are foundational to the portal experience. Secure messaging, protected document sharing, and controlled access ensure that sensitive client information is handled responsibly at all times. This focus on trust allows clients to communicate openly and engage confidently, knowing their information is protected.

Built for Long-Term Relationships

Estate planning does not end when documents are signed. The portal supports long-term engagement by keeping plans, updates, and funding progress visible over time. This ongoing transparency helps clients recognize when reviews or updates are needed, reinforcing an active and lasting relationship with your firm.

Built for Long-Term Relationships

Estate planning does not end when documents are signed. The portal supports long-term engagement by keeping plans, updates, and funding progress visible over time. This ongoing transparency helps clients recognize when reviews or updates are needed, reinforcing an active and lasting relationship with your firm.

Built for Long-Term Relationships

Estate planning does not end when documents are signed. The portal supports long-term engagement by keeping plans, updates, and funding progress visible over time. This ongoing transparency helps clients recognize when reviews or updates are needed, reinforcing an active and lasting relationship with your firm.

Everything You Need. In One Place.

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

Step into the future.

See how EstateScribe is helping lawyers work faster, stay organized, and deliver a better client experience.

Book a demo

Book a demo

Book a demo

Estate Planning

Made Effortless.

Company Information

About

About

Integrations

Integrations

Careers

Careers

Solutions

Client Intake & Onboarding

Client Intake & Onboarding

Document Automation

Document Automation

Whitelabel Portal

Whitelabel Portal

Resources

Help Center

Help Center

Blog

Blog

Terms of Service

Terms of Service

Privacy Policy

Privacy Policy

Data & Security

Data & Security

Estate Planning

Made Effortless.

Company Information

About

About

Integrations

Integrations

Careers

Careers

Solutions

Client Intake & Onboarding

Client Intake & Onboarding

Document Automation

Document Automation

Whitelabel Portal

Whitelabel Portal

Resources

Help Center

Help Center

Blog

Blog

Terms of Service

Terms of Service

Privacy Policy

Privacy Policy

Data & Security

Data & Security

Estate Planning

Made Effortless.

Company Information

About

About

Integrations

Integrations

Careers

Careers

Solutions

Client Intake & Onboarding

Client Intake & Onboarding

Document Automation

Document Automation

Whitelabel Portal

Whitelabel Portal

Resources

Help Center

Help Center

Blog

Blog

Terms of Service

Terms of Service

Privacy Policy

Privacy Policy

Data & Security

Data & Security