Automated Document Drafting
One matter interview drafts the entire estate plan.
Drafting estate planning documents by hand is repetitive and error-prone. Statular drives drafting from a single source of truth: the matter interview. The same answers populate every document in the package, so attorneys review one set of decisions instead of cross-checking many.
The matter interview is the single source of truth.
Instead of treating each document as its own template with merge fields, Statular captures the estate planning matter once: settlors, fiduciaries, beneficiaries, gifts, distribution standards, and execution details. That structured record is what drives drafting, so the documents stay consistent with each other by construction rather than by careful manual proofreading.
Joint and reciprocal matters are handled as a first-class workflow. Settlor 1 and settlor 2 decisions are captured side by side, not as duplicate matter setups, so a joint trust or reciprocal will package is drafted from one coherent record.
One interview, full package.
Capture client, fiduciary, beneficiary, asset, and distribution details once. The same answers populate the trust, wills, powers, healthcare directives, and supporting forms together.
Editable Word output.
Every document generates as a Word file, so the package fits the way your firm already reviews, revises, and finalizes drafts.
Matter-aware regeneration.
When the matter changes, the next draft reflects those changes instead of relying on manual find-and-replace across separate files.
Generated together. Reviewed together. Delivered together.
Documents Produced
What a single matter can generate.
Availability depends on the selected state and package, but a matter can drive the full range of estate planning documents at once, in the language and execution conventions the jurisdiction expects.
Trusts
- Revocable living trusts and amendments
- Joint and reciprocal trusts
- Certificates of trust
- Assignments of personal property
Wills & dispositive
- Pour-over wills
- Standalone wills
- Guardian and conservator nominations
- Final disposition instructions
Powers & healthcare
- Statutory and durable powers of attorney
- Advance healthcare directives and living wills
- HIPAA authorizations
- Dementia directives
Funding & transfer
- Trust funding and transfer deeds
- Transfer-on-death deeds where supported
- Bank and retirement transfer letters
- Business interest assignments
How It Works
From package selection to delivered drafts.
01
Pick the package
Select the package that fits the matter, such as a revocable trust package, wills and powers package, or post-death administration package.
02
Run the interview
Collect facts through the attorney interview, the client questionnaire, or a combination. Statular keeps the answers structured and tied to the matter.
03
Generate the package
Generate the full set of Word documents in one pass, with names, roles, and decisions carried consistently across every file.
04
Review, regenerate, deliver
Review the drafts, refine the interview, regenerate as the plan changes, and deliver final documents through the client portal.
What automated drafting replaces.
The tedious, error-prone parts of assembling an estate plan by hand come from re-entering and re-checking the same facts across many documents. Driving everything from the matter removes that work.
- Manual Word find-and-replace across many documents
- Cross-checking the same name or date in five different files
- Re-typing intake answers into draft documents
- One-off precedent documents that drift from firm standards
Related Workflows
Drafting is one part of the estate planning workflow.
Complete package generation
Generate trusts, wills, powers, healthcare directives, deeds, and client materials together as one coordinated set.
Learn moreClient questionnaire software
Collect client answers, review every response, and sync reviewed data into the attorney interview before drafting.
Learn moreMulti-state drafting
Draft state-specific documents with jurisdiction-aware packages, powers, directives, deeds, and execution workflows.
Learn moreFAQ
Automated drafting questions
Draft the matter once, generate the plan in full.
Start a free trial and let one structured interview draft the whole estate plan for your review. No credit card required.