Pricing
Pay as you go
$50
per plan generated
No monthly commitment, you’re only billed when a client completes intake and their draft is generated.
- - Maintained, plain-language template library for all 50 states (+D.C.), drafted by a practicing estate planning attorney. Will-based packages for one or two people, and trust-based packages for one or two people that include: Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).
- - Plain-language intake designed for easy client use.
- - Customizable intake questionnaire: edit question language and informational context.
- - Fully deterministic, no AI document drafting.
- - Supplementary document library, including: transfer-to-trust deeds for all 50 states (+D.C.), nearly 30 additional provisions for non-traditional client circumstances, and more.
- - 1 user
Growth
$200
per month
Best for attorneys doing 5-9 estate plans per month
- - Maintained, plain-language template library for all 50 states (+D.C.), drafted by a practicing estate planning attorney. Will-based packages for one or two people, and trust-based packages for one or two people that include: Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).
- - Plain-language intake designed for easy client use.
- - Customizable intake questionnaire: edit question language and informational context.
- - Fully deterministic, no AI document drafting.
- - Supplementary document library, including: transfer-to-trust deeds for all 50 states (+D.C.), nearly 30 additional provisions for non-traditional client circumstances, and more.
- - 1 user
Scale
$500
per month
Best for attorneys doing predictable monthly volume
- - Maintained, plain-language template library for all 50 states (+D.C.), drafted by a practicing estate planning attorney. Will-based packages for one or two people, and trust-based packages for one or two people that include: Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).
- - Plain-language intake designed for easy client use.
- - Custom templates: send us your templates or redline our maintained template library and we’ll set up your custom templates in 3-5 business days, free.
- - Customizable intake questionnaire: edit question language and informational context.
- - Fully deterministic, no AI document drafting.
- - Supplementary document library, including: transfer-to-trust deeds for all 50 states (+D.C.), nearly 30 additional provisions for non-traditional client circumstances, and more.
- - 1 user
Custom
$700+
per month
Best for firms with predictable volume and 2+ attorneys or staff
- - Unlimited users
- - Maintained, plain-language template library for all 50 states (+D.C.), drafted by a practicing estate planning attorney. Will-based packages for one or two people, and trust-based packages for one or two people that include: Trust, Trust Certificate, Will(s), Financial Power(s) of Attorney, and Health Care Directive(s).
- - Plain-language intake designed for easy client use.
- - Custom templates: send us your templates or redline our maintained template library and we’ll set up your custom templates in 3-5 business days, free.
- - Customizable intake questionnaire: edit question language and informational context.
- - Fully deterministic, no AI document drafting.
- - Supplementary document library, including: transfer-to-trust deeds for all 50 states (+D.C.), nearly 30 additional provisions for non-traditional client circumstances, and more.
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