Estate Planning Tips
January 28, 2026
5 Common Estate Planning Mistakes to Avoid
Learn about the most frequent pitfalls families face when planning their estate and how to help your clients avoid them.
Read MoreBuilt for Estate Planning Attorneys
Estate Planning Documents
in Minutes, Not Hours
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
How It Works
From client intake to signed documents in four simple steps
1
Client Intake
Collect client information through guided questionnaires designed for estate planning
2
AI Processing
AI analyzes and organizes data with complete anonymization for security
3
Document Generation
Generate state-compliant documents automatically with professional formatting
4
Review & Finalize
Attorney review, client approval, and seamless delivery of final documents
Everything You Need to Streamline Your Practice
Purpose-built tools for estate planning attorneys who value efficiency and security
Professional Document Generation
Generate wills, trusts, powers of attorney, and healthcare directives in minutes. State-specific templates with professional formatting ready for client review.
All major estate planning documents
AI-Powered Assistance
Intelligent document drafting with AI that understands estate planning. Client data is anonymized before processing to ensure complete confidentiality.
Secure AI with data anonymization
Save Hours Every Week
Eliminate repetitive drafting work. What used to take hours now takes minutes, freeing you to focus on client relationships and complex legal matters.
10+ hours saved per week
Client Matter Management
Organize all client matters in one place. Track consultations, manage documents, and maintain complete case histories with built-in organization tools.
Centralized practice management
State-Specific Compliance
Documents automatically comply with your state's requirements. Stay current with legal changes without manual research or template updates.
Always up-to-date requirements
Bank-Level Security
Bank-level encryption, complete audit trails, and data isolation. Your client data is protected with the highest security standards.
Bank-level encryption
Latest from Our Blog
Insights, tips, and best practices for estate planning professionals
Trusts
January 21, 2026
Understanding Revocable vs. Irrevocable Trusts
A comprehensive guide to help your clients understand the key differences and when each type of trust is most appropriate.
Read MoreTechnology
January 14, 2026
How AI is Transforming Estate Planning
Discover how artificial intelligence is helping attorneys work more efficiently while maintaining the personal touch clients expect.
Read MoreTransform Your Estate Planning Practice
See how Estate Plan Studio eliminates the friction from your daily workflow
Without Estate Plan Studio
- Hours spent drafting repetitive documents from scratch
- Manual client intake with paper forms and data entry
- Tracking client matters across spreadsheets and folders
- Researching state-specific requirements for each document
- Worrying about document compliance and legal updates
With Estate Plan Studio
- Generate initial drafts of estate planning documents in minutes with the help of AI
- Streamline client intake with guided, customized questionnaires
- Centralized management of client matters
- Customized solutions tailored to the needs of your practice
- Peace of mind with enterprise security and audit trails
Frequently Asked Questions
Common questions from estate planning professionals
What types of documents can I generate?
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.
Can I customize the document templates?
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.
Built by Attorneys, for Attorneys
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.
Ready to Transform Your Practice?
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.
No credit card required • 14-day free trial • Cancel anytime