Lift Your Estate Planning Practice to New Heights
See It in Motion
Experience the Difference
Your Current Practice
❌ Manual drafting from static templates
❌ Higher risk of copy/paste errors and typos
❌ Staff time spent on low-value and repetitive tasks
❌ Longer turnaround time for deliverables
❌ Time lost on templates update and maintenance
.png)
With Cloud Estate Plan™
✅ Dynamic, automated drafting experience
✅ Accuracy and fewer errors in documents
✅ Staff time freed up for higher-value tasks
✅ Faster and consistent turnaround time
✅ Centralized and up-to-date templates
.png)
Our Products
Pricing That Just
Makes Sense
Everything you need in one single plan.
No stress, just peace of mind and a straightforward price your firm can scale with.
Will Drafting System
$150
per user
per month
Your Time is
Worth Way More
As a lawyer, your time is worth money. Cloud Estate Plan™ helps you reclaim your time by streamlining 3 of the biggest time drains in your practice.
Intake Collection
Stop wasting time chasing intake forms and fixing inconsistent or missing data. Our intelligent intake system and centralized data manager keep information consistent, sync client details across all documents, and reduces back-and-forth communication.
Drafting
No more drafting from outdated and inconsistent Word templates or precedents. Leave the hassle of manual drafting behind as our smart drafting engine pulls directly from your intake data to create complete, consistent estate-planning packages in minutes instead of hours
Proofreading
Say goodbye to hours spent on fixing formatting issues and tracking down typos. The power of automation handles the heavy lifting, eliminating inconsistencies and reducing errors, so you can focus on legal strategy instead of document cleanup.
User-friendly and Intuitive Interface
Navigate effortlessly through a clear, logical, and guided intake, enhanced with help content. The intuitive user experience ensures any member of your firm, from paralegal to partner, can confidently generate documents without any learning curve.
Client-Facing Intake for Efficient Data Collection
Reduce manual data entry and eliminate client back-and-forth with our simple, straightforward client-facing intake. Gather essential biographical information for clients and their key contacts upfront to automatically pre-populate your internal workflow. This minimizes administrative work and ensures your team begins every drafting session with complete, accurate information.
Advanced Customization & Robust Logic
Powerful conditional logic that effortlessly handles complex scenarios such as blended families, multiple agent nominations, and special provisions. Customize your documents to your specific drafting preferences, from nomenclature to clause selection. These capabilities ensure your estate planning documents are precise, tailored to your clients' unique needs, and consistently aligned with your firm's standards.
Instant Document Generation
Our document assembly engine intelligently transforms your intake data into a comprehensive estate planning document package with just a few clicks. Accurate and polished documents ready for attorney review, letting you focus on legal strategy rather than document assembly.
Schedule a Demo Call
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
|---|---|
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
 Add a TitleDescribe your image |  Add a TitleDescribe your image |
News and Updates
