AI-powered document generation that helps attorneys create wills, trusts, powers of attorney, and healthcare directives with state-specific compliance—all while keeping client data secure.
Save 10+ hours per week on document drafting
No credit card required • 14-day free trial
From client intake to signed documents in four simple steps
Collect client information through guided questionnaires designed for estate planning
AI analyzes and organizes data with complete anonymization for security
Generate state-compliant documents automatically with professional formatting
Attorney review, client approval, and seamless delivery of final documents
Purpose-built tools for estate planning attorneys who value efficiency and security
Generate wills, trusts, powers of attorney, and healthcare directives in minutes. State-specific templates with professional formatting ready for client review.
Intelligent document drafting with AI that understands estate planning. Client data is anonymized before processing to ensure complete confidentiality.
Eliminate repetitive drafting work. What used to take hours now takes minutes, freeing you to focus on client relationships and complex legal matters.
Organize all client matters in one place. Track consultations, manage documents, and maintain complete case histories with built-in organization tools.
Documents automatically comply with your state's requirements. Stay current with legal changes without manual research or template updates.
AES-256 encryption, complete audit trails, and data isolation. Your client data is protected with the highest security standards.
Built and monitored by licensed trust and estates attorneys to ensure every document meets professional standards.
Every template and AI output is reviewed under the supervision of licensed T&E attorneys.
AES-256 encryption, complete audit trails, and data isolation protect every client record.
Documents are tailored to your state's specific requirements and kept current automatically.
See how Estate Plan Studio eliminates the friction from your daily workflow
Common questions from estate planning professionals
Estate Plan Studio streamlines drafting of estate planning documents such as wills, revocable trusts, irrevocable trusts, durable powers of attorney, advance healthcare directives, and more. The software is template-based and our team can help customize your own forms and samples to tailor to your clients' needs.
Yes, while our templates are designed by estate planning attorneys to meet state requirements, you can customize language, add provisions, and adjust formatting to match your firm's preferences and your clients' specific needs.
As former and current attorneys at some of the largest law firms in the world, we've witnessed firsthand how AI has transformed industries around us—while the legal profession largely stood still.
As AI revolutionized other fields, we found ourselves questioning the sustainability of the billable hour model. Litigators are called upon to fix problems. Transactional attorneys work to prevent them. But what about estate planners?
Benjamin Franklin famously said, “In life, there are only two certainties: death and taxes.” Estate planners help families prepare for these certainties—protecting legacies, preserving wealth, and providing peace of mind.
Today, there's a third certainty emerging: AI is about to revolutionize the practice of law.
We believe estate planning attorneys shouldn't be left behind. We built Estate Plan Studio to help you work smarter, serve more clients, and focus on what matters most—the human side of planning for life's certainties.
We want you to be part of this revolution.
Let us help you integrate AI-powered document generation into your practice. Start your free trial today or schedule a free 30-minute demo with our team.
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