Will and Trust Drafting
Will and trust drafting software built for estate planning attorneys.
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, so the platform matches how estate planning work is actually scoped.
Purpose-Built
Not a general tool retrofitted to legal work.
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.
The Data Model
Built around the entities a plan is actually made of.
The interview models the estate planning matter directly, so the same reviewed facts drive every document. When the plan changes, you edit the matter, not a dozen separate files.
Settlors and testators
The people at the center of the plan, captured once as the identity facts every will and trust depends on.
Fiduciaries
Trustees, successor trustees, special trustees, trust protectors, executors, and agents with the successor order the client prefers.
Beneficiaries and gifts
Specific gifts, charitable intentions, and how the estate is distributed among beneficiaries.
Distribution standards
Outright, staggered, and standard-based distribution decisions modeled as first-class trust mechanics.
Trust structure
Simple, complex, and survivor trust decisions, plus special trustee and trust protector provisions.
Execution details
Signing, witnessing, and notarization details that follow the conventions of the selected state.
Workflows Supported
Wills and trusts as first-class workflows.
Availability depends on the selected state and package, but a single matter can drive the trust, the wills, and the supporting documents together.
Trusts
- Revocable living trust packages
- Joint and reciprocal trust packages
- Certificates of trust
- Assignments of personal property
Wills
- Pour-over wills
- Standalone wills
- Guardian and conservator nominations
- Final disposition instructions
Supporting documents
- Durable and statutory powers of attorney
- Advance healthcare directives and living wills
- HIPAA authorizations
- Trust funding deeds and TOD deeds where supported
How It Works
From matter to finished package.
Drafting starts from data you already trust. The matter interview is the editable source of truth, so review and refinement happen in one place instead of across a maze of templates.
- 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 the drafts, refine the interview, and regenerate as the plan develops.
Why estate planning attorneys choose this.
General document automation makes every document its own template. Estate planning attorneys need the opposite: one reviewed matter that drives the whole package.
- 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
Related Workflows
Will and trust drafting fits the wider workflow.
Complete package generation
Generate the trust, wills, powers, healthcare directives, deeds, and client materials together as one coordinated set.
Learn moreClient questionnaire software
Collect client answers, review each response, and sync reviewed data into the attorney interview before drafting begins.
Learn moreMulti-state drafting
Draft state-specific wills, trusts, powers, directives, and deeds with jurisdiction-aware packages and execution workflows.
Learn moreFAQ
Will and trust drafting questions
Draft wills and trusts the way estate planning actually works.
Start a free trial and draft your next will or trust package from a single structured matter. No credit card required.