How It Works
From Intake to Final Documents in Minutes
Watch a complete walkthrough of Estate Plan Studio — from creating a client matter to generating a full estate plan.
Video walkthrough coming soon
In the meantime, explore the steps below or try the live demo
Four Simple Steps
1
Create a Client Matter
Start by creating a new matter. Fill in client information — or use demo data to try it out instantly.
2
Send a Questionnaire
Send a guided intake questionnaire to your client through the secure portal. They fill it out on their own time.
3
Generate Documents with AI
Select the documents you need — wills, trusts, POAs, healthcare directives — and generate them in minutes.
4
Review, Edit & Finalize
Review each document with a live preview, make edits, and finalize for client delivery.
Ready to Try It Yourself?
Start your free 14-day trial — no credit card required.