Built for Estate Planning Law Firms
Estate Planning Software for Attorneys
Collect client intake, generate complete trust & will packages, run quality checks, and deliver documents through a secure portal—without rebuilding drafts or chasing missing information.
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A Better Way to Run Estate Planning Workflows
Estate planning isn’t one document—it’s a coordinated package. Statular combines client intake, document automation, quality assurance, and secure delivery into one platform designed for attorneys.
Draft Trusts & Wills Faster
Generate professionally formatted Word documents from a guided workflow—so you spend time advising clients instead of rebuilding drafts.
Collect Client Intake Securely
Send firm-branded questionnaires so clients can enter information and upload documents in one place—no spreadsheets or unsecured email chains.
Catch Errors Before Delivery
Use built-in quality assurance to spot missing fields and inconsistencies across your package, reducing rework and last-minute fixes.
Deliver Through a Client Portal
Provide a premium, organized client experience with a secure portal for questionnaires, document access, and ongoing updates.
Store Documents in a Secure Vault
Keep sensitive estate planning files in an encrypted cloud vault, designed for long-term client document retention and easy retrieval.
Standardize with Firm Defaults
Configure your firm’s preferences once and apply them consistently to new matters, while still supporting matter-specific customization.
From Intake to Documents in One Workflow
Reduce back-and-forth with clients and generate a complete, consistent estate plan package with a single streamlined process.
Send the Questionnaire
Invite your client to complete a secure, guided intake. Collect biographical details, beneficiaries, assets, and uploads.
Review & Adjust
Review synced intake data, apply firm defaults, and tailor provisions to the client’s goals and family situation.
Generate the Package
Generate a full set of documents in one click—trusts, wills, powers, healthcare directives, and supporting materials.
Deliver & Store
Deliver through the portal or download Word files. Store everything securely and keep a clean, organized matter record.
Generate the Documents Your Clients Need
Create a complete estate planning package—including core documents, powers, healthcare directives, and client-facing materials—without manual assembly.
Core Estate Planning Documents
- Revocable Living Trust (Individual / Joint)
- Pour-Over Will
- Assignment of Personal Property
- Certification of Trust
- Funding Instructions & Summaries
Powers & Healthcare
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Hospital Visitation Authorization
Property Transfers
- Grant Deed
- Quitclaim Deed
- Supporting Recording Forms
Client Materials
- Client Summary
- Asset Schedules
- Trust Diagram / Flowchart
- Summary of Designations
Why Attorneys Choose Statular
Estate Planning Software That Fits How You Practice
A modern estate planning practice needs more than a Word template folder. Statular helps you standardize your process and deliver a premium client experience—without sacrificing customization.
Purpose-built for estate planning attorneys
Not generic “document automation.” Statular is designed around estate planning workflows: intake → drafting → QA → delivery.
Premium client experience
Give clients a branded portal experience instead of emailing PDFs and chasing missing answers across forms.
Consistent quality across a full package
A full estate plan is many documents. Statular helps you keep names, roles, and decisions consistent from start to finish.
Frequently Asked Questions
What is estate planning software for attorneys?
Estate planning software for attorneys is a legal technology platform that helps law firms collect client information, draft estate planning documents, and manage delivery workflows. The best tools combine client intake questionnaires, document automation, and quality checks so attorneys can produce consistent, accurate trusts, wills, and related documents efficiently.
Does Statular generate a complete estate planning document package?
Yes. Statular is designed to generate complete estate planning document packages from a single matter. Attorneys can create trusts and wills along with powers of attorney, healthcare directives, deeds, and supporting client materials—then download Word documents or deliver them through the portal.
How does the client intake questionnaire work?
Statular provides a secure, firm-branded client questionnaire. Clients enter their information online and can upload supporting documents. Responses sync into the attorney workflow so you avoid retyping data and can review everything before generating documents.
Can I customize language and default provisions?
Yes. You can configure firm-wide defaults and tailor provisions to match your practice style. Statular supports customization so your documents remain consistent, while still allowing matter-specific edits for each client.
Is Statular secure for sensitive client data?
Statular is built for sensitive estate planning data. The platform uses encrypted storage and secure workflows so attorneys can collect client information, generate drafts, and deliver documents without relying on unsecured email threads or shared drives.
How to Choose Estate Planning Software for Attorneys
Choosing estate planning software is ultimately about building a repeatable process that still allows for attorney judgment and customization. Most firms want to reduce the time spent collecting information, assembling documents, and fixing inconsistencies across a multi-document package.
Look for software that includes (1) secure client intake, (2) document automation for trusts, wills, and related instruments, (3) quality assurance tools that reduce avoidable errors, and (4) a delivery experience that feels professional to clients. If your current process relies on Word templates plus email threads, it’s easy to miss a name mismatch, omit a key fact, or duplicate effort across documents.
Statular is built for estate planning attorneys who want a platform—not just a template library. With firm-branded questionnaires, synced intake, document package generation, and secure storage, Statular helps you deliver consistent work product while spending more time advising clients.
If you’re evaluating estate planning software for your firm, start with a free trial and run a real matter through the workflow. You’ll quickly see whether the platform reduces rework, improves client communication, and supports the way you practice.