Complete Packages

A full estate plan is not one document.

Statular is built around package-based drafting. The same reviewed matter data populates the trust, wills, powers, healthcare forms, funding documents, and client materials together, as one coordinated set.

The Package

Everything one matter generates, grouped the way a plan comes together.

Trusts

Individual Revocable Living Trust
Joint Revocable Living Trust
Reciprocal Trusts
Certification of Trust
Assignment of Personal Property

Wills & dispositive documents

Last Will & Testament
Pour-over Will
Final Disposition
Nomination of Guardian
Nomination of Conservator

Powers & healthcare

Durable Power of Attorney
Advance Health Care Directive
Living Will
HIPAA Authorization
Dementia Directive

Funding & transfer

Transfer Deeds
Transfer on Death (TOD) Deed
Bank Account Transfer Letter
Retirement Beneficiary Change Letter
Business Interest Assignment

Client-facing materials

Client-Friendly Summary
Trust Flow Diagram
Cover Letters & Cover Pages
Asset Schedules
Signing Instructions

Generated together. Reviewed together. Delivered together.

Browse every document type

One source of truth.

Names, fiduciary roles, distribution decisions, and signing details are captured once in the matter interview, then flow into every document in the package.

Editable Word output.

Every document generates as a Word file, so the package fits the way your firm already reviews, revises, and finalizes drafts.

Versioned drafting.

Regenerate the package after a change and a new version is created while every earlier version stays available in the matter history.

How It Works

Draft the matter once, generate the plan in full.

The matter interview is the single place a plan is defined. From there, Statular assembles the whole package so your time goes to judgment and review, not to retyping the same names and roles across a dozen documents. You stay in control of every draft.

01
Complete the matter interview, or import answers from a client questionnaire.
02
Select the package that fits the engagement.
03
Generate the full set of Word documents in one pass.
04
Review, revise, and regenerate as the plan changes.

Build the whole plan from one matter.

Start a free trial and generate a coordinated estate plan package today. No credit card required.

Start Free Trial Browse Documents