Will and Trust Drafting

Will and trust drafting software designed for estate planning attorneys.

Statular is purpose-built for estate planning law firms drafting wills, revocable trusts, irrevocable trusts, and supporting documents, not a general document automation tool retrofitted to legal work.

Will and trust drafting has its own structure: settlors, trustees, beneficiaries, distribution standards, special trustee provisions, contingencies, and execution rules. Statular is built around that structure rather than a blank-template approach.

Estate planning data model

The interview is built around the entities estate planning attorneys actually work with: settlors, fiduciaries, beneficiaries, gifts, distribution patterns, and trust mechanics.

Reciprocal drafting handled

Joint trust and reciprocal will workflows handle settlor 1 and settlor 2 decisions side by side, not as duplicate matter setups.

Designed for review

Documents are produced for attorney review, with the matter interview as the editable source of truth rather than the documents themselves.

Workflow

How it works in a matter

01

Open the matter

Choose a will, trust, or joint trust package and identify the client, settlors, and jurisdiction.

02

Capture the plan

Walk through fiduciaries, beneficiaries, distributions, special provisions, and execution details in a structured interview.

03

Generate and refine

Produce the full document package, review drafts, refine the interview, and regenerate as the plan develops.

Will and trust workflows supported

  • Revocable living trust packages
  • Joint and reciprocal trust packages
  • Pour-over wills and standalone wills
  • Simple, complex, and survivor trust drafting decisions
  • Special trustee, trust protector, and distribution standard provisions

Why estate planning attorneys choose this

  • Built specifically for estate planning, not generic document automation
  • Matter interview is the editable source of truth, not a maze of templates
  • Package-based drafting matches how estate planning work is actually scoped
  • State-specific drafting in supported jurisdictions

Support

Frequently Asked Questions

Will and Trust Drafting Software for Attorneys | Statular