Trusted by Estate Planning Attorneys
Estate Planning Drafting Software for Attorneys
Create trusts, wills, powers of attorney, and complete estate planning packages efficiently and securely. Statular automates document assembly, eliminates data entry, and ensures every document is accurate and compliant.
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What is Estate Planning Drafting Software?
Estate planning drafting software is a specialized legal technology platform that automates the creation of trusts, wills, powers of attorney, and other estate planning documents. Instead of manually drafting each document, attorneys use an interview-based system that generates a complete, customized document package from a single client intake session.
Document Automation
Generate complete estate planning packages from a single client interview. Trusts, wills, powers of attorney, healthcare directives, and funding documents—all created automatically.
Client Questionnaires
Branded client portal with secure questionnaires. Client responses sync directly into your drafting interview, eliminating manual data entry entirely.
Quality Assurance
Built-in review tools check for accuracy, consistency, and statutory compliance. Catch errors before documents reach your clients.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault with controlled access.
Customizable Templates
Configure default provisions, add custom clauses, and set firm-wide preferences. Your language, your way, applied consistently.
Client Portal
Professional, firm-branded portal where clients access questionnaires, review documents, and communicate securely with your office.
Why Attorneys Choose Statular
Estate planning drafting software that transforms your practice. Save time, reduce errors, and deliver better client experiences.
Save 70% of Drafting Time
Complete estate planning packages in minutes instead of hours. One interview generates all documents automatically.
Eliminate Data Entry
Client questionnaire responses sync directly into your interview. No more retyping client information.
Error-Free Documents
Built-in quality assurance catches inconsistencies, spelling errors, and compliance issues before you deliver documents.
80+ Document Types
Comprehensive library of trusts, wills, powers of attorney, healthcare directives, deeds, and client materials.
80+ Estate Planning Documents
Generate complete estate planning packages from a single interview. Every document you need, professionally formatted and ready for signing.
Trust Documents
- Individual Revocable Living Trust
- Joint Revocable Living Trust
- Special Needs Trust Provisions
- ILIT (Irrevocable Life Insurance Trust)
- Reciprocal Trusts
- Declaration of Trust
- Certification of Trust
- Trust Amendment
- Trust Restatement
Wills & Estate
- Pour-Over Will
- Comprehensive Will
- Guardian Nomination
- Final Disposition Instructions
- Codicil
Powers of Attorney
- Durable Power of Attorney (Short Form)
- Durable Power of Attorney (Long Form)
- Limited Power of Attorney
- Minor's Power of Attorney
Healthcare Documents
- Advance Healthcare Directive
- HIPAA Authorization
- Hospital Visitation Authorization
- Dementia Directive
Property Transfers
- Grant Deed
- Quitclaim Deed
- Interspousal Transfer Deed
- Affidavit — Death of Joint Tenant
- Preliminary Change of Ownership (PCOR)
- Transfer on Death Deed
Client Materials
- Client Summary
- Trust Flow Diagram
- Funding Instructions
- Asset Schedule
- Summary of Designations
How Estate Planning Drafting Software Works
From client intake to document delivery in four simple steps.
Send Questionnaire
Invite your client to complete the secure online questionnaire. They enter biographical info, assets, beneficiaries, and preferences.
Review & Interview
Client responses sync into your attorney interview. Review, modify, and add provisions specific to your client's situation.
Generate Documents
Click generate to create the complete document package. Trusts, wills, POAs, deeds, and client materials—all at once.
Deliver to Client
Share documents through the secure client portal or download Word files for your records. Track signing and storage.
Traditional Drafting vs. Statular
See how estate planning drafting software transforms your workflow.
Frequently Asked Questions About Estate Planning Drafting Software
What is estate planning drafting software?
Estate planning drafting software is a specialized legal technology platform that helps attorneys create trusts, wills, powers of attorney, healthcare directives, and other estate planning documents. It automates document assembly, ensures statutory compliance, and streamlines the entire estate planning workflow from client intake to document generation.
What documents can I create with Statular?
Statular generates over 80 estate planning documents including revocable living trusts (individual and joint), pour-over wills, durable powers of attorney, advance healthcare directives, HIPAA authorizations, special needs trust provisions, ILITs, grant deeds, quitclaim deeds, certification of trust, assignment of personal property, funding instructions, and client-friendly summary documents.
How does estate planning software save attorneys time?
Estate planning drafting software eliminates manual document creation by automating the entire process. Client questionnaires sync directly into your interview and drafts, eliminating data entry. One interview generates a complete document package. Quality assurance tools catch errors automatically. Attorneys typically reduce document preparation time by 70-80% compared to manual drafting.
Is Statular secure and compliant?
Yes, Statular uses enterprise-grade security with 256-bit encryption, secure cloud storage, and industry-standard compliance standards. All documents are stored in an encrypted vault. The platform maintains statutory compliance with state-specific requirements and is regularly updated to reflect changes in estate planning law.
Can I customize estate planning documents?
Yes, Statular provides extensive customization options. You can modify distribution scenarios, add custom clauses from your clause library, adjust trustee powers, include special needs provisions, configure tax planning provisions, and tailor language to your practice. Your firm's default settings are applied to new matters automatically.
How does the client questionnaire work?
Statular's client questionnaire is a branded portal where clients enter their information securely. Responses sync directly into your drafting interview, eliminating manual data entry. You can customize questions, add your own intake questions, and review all client responses before generating documents.
How much does estate planning software cost?
Statular offers flexible monthly pricing with no annual commitment required and no per-document fees. Plans start with a 7-day free trial, no credit card required. Unlike competitors that charge annual fees or per-document charges, Statular's subscription includes unlimited document generation, client questionnaires, and secure storage.
The Complete Guide to Estate Planning Drafting Software
Estate planning drafting software has revolutionized how attorneys create trusts, wills, and other legal documents. Instead of starting from scratch with each client or copy-pasting from old documents, modern estate planning software provides a structured interview system that generates professionally formatted, legally compliant documents in minutes.
For estate planning attorneys, the right drafting software can mean the difference between spending hours on document preparation versus focusing on client relationships and growing your practice. Key features to look for include document automation, client intake questionnaires, quality assurance tools, and secure cloud storage.
Statular is designed specifically for estate planning attorneys who want to deliver high-quality documents efficiently. Our platform combines powerful document automation with an intuitive interface, allowing you to create complete estate planning packages—including revocable living trusts, pour-over wills, powers of attorney, healthcare directives, and property transfer documents—from a single client interview.
Whether you're a solo practitioner or part of a larger firm, estate planning drafting software can transform your practice. Start your free trial today and see how Statular can help you serve more clients while maintaining the quality and attention to detail your clients deserve.