Estate planning,
simplified.
Your attorney handles the legal complexity. You simply answer questions about your family, your assets, and your wishes through a guided questionnaire designed to be completed in your own time.
Once your documents are prepared, they're stored in your personal vault—accessible anytime, from any device, with the security standards of a financial institution.
Questionnaire
15–30 minutes to complete
Save progress and return anytime
Document Access
Available 24/7
Computer, tablet, or mobile
Your Team
Controlled sharing
Invite spouse, advisors, or family
Complete Picture
One secure place for everything that matters.
Your estate plan is more than documents. It's a complete record of your assets, your wishes, and the people who matter most. Keep everything organized in one secure location—so your family never has to search.
Assets & Liabilities
- Bank accounts
- Investment portfolios
- Real estate
- Cryptocurrency
- Outstanding debts
People & Beneficiaries
- Spouse and dependents
- Beneficiary designations
- Guardian nominations
- Charitable gifts
Insurance & Policies
- Life insurance
- Long-term care
- Annuities
- Policy numbers and contacts
Key Contacts
- Attorney and executor
- Financial advisor
- Accountant
- Insurance agents
24/7
Access from any device
Real-time
Updates sync instantly
Encrypted
Bank-grade security
How it works
A straightforward process from consultation to completed estate plan.
01
Connect with an attorney
Find an experienced estate planning attorney who uses Statular. They'll guide you through the entire process.
Find an attorney02
Complete your questionnaire
Answer questions about yourself, your family, your assets, and your wishes. Take your time—progress saves automatically.
03
Review with your attorney
Your attorney prepares your personalized documents based on your responses. They may follow up with clarifying questions.
04
Access your documents
Download, print, or share your completed documents. They remain in your vault for secure, permanent access.
Your complete estate plan
Professionally prepared documents tailored to your specific situation, all accessible in your secure vault.
Revocable Living Trust
Protects assets and avoids probate
Last Will & Testament
Ensures your wishes are followed
Durable Power of Attorney
Authorizes financial management
Healthcare Directive
Documents medical preferences
Property Transfer Documents
Transfers real estate to your trust
HIPAA Authorization
Grants medical information access
Security
The same standards trusted by financial institutions.
Your estate plan contains your most sensitive information. We protect it with enterprise-grade security infrastructure, continuous monitoring, and strict access controls.
Your data is encrypted at rest and in transit. We operate exclusively on US-based infrastructure. We never sell your information.
Your Secure Vault
Share with the people who matter.
Your estate plan works best when the right people have access. Invite your spouse, adult children, financial advisor, or healthcare agent to view specific documents.
You maintain complete control. Grant access levels appropriate to each person's role, and revoke access at any time with a single click.
Access Levels
Spouse
Full access to all documents
Adult Children
View trust and will
Financial Advisor
Trust and asset schedules
Healthcare Agent
Healthcare directive only
Common questions
How do I access my portal?
Your attorney will send a secure email invitation with a link to create your account.
Is my information secure?
Yes. We use 256-bit encryption—the same standard used by major financial institutions. Your data is stored on secure US-based servers with continuous monitoring. We never sell your personal information.
Can I access documents from my phone?
Yes. Your portal works on any device—computer, tablet, or smartphone. Your documents are accessible whenever you need them.
How long does the questionnaire take?
Most clients complete it in 15–30 minutes. You can save your progress and return at any time—your answers are saved automatically.
Can I share documents with family members?
Yes. You can invite trusted individuals to access specific documents. You control exactly who sees what and can revoke access at any time.
How do I update my information?
You can update your questionnaire responses anytime through your portal. For changes to your estate plan documents, contact your attorney directly through the portal.
Is there a cost to use the client portal?
No. Access to your client portal is completely free. You pay your attorney directly for estate planning services—there are no additional fees for using Statular to access your documents.