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.
Statular
Will and Trust Drafting
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.
Product Surface
Will and Trust Drafting
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.
The interview is built around the entities estate planning attorneys actually work with: settlors, fiduciaries, beneficiaries, gifts, distribution patterns, and trust mechanics.
Joint trust and reciprocal will workflows handle settlor 1 and settlor 2 decisions side by side, not as duplicate matter setups.
Documents are produced for attorney review, with the matter interview as the editable source of truth rather than the documents themselves.
Workflow
01
Choose a will, trust, or joint trust package and identify the client, settlors, and jurisdiction.
02
Walk through fiduciaries, beneficiaries, distributions, special provisions, and execution details in a structured interview.
03
Produce the full document package, review drafts, refine the interview, and regenerate as the plan develops.
Questions
Yes. Statular is purpose-built for estate planning attorneys drafting wills, revocable trusts, joint trusts, and the supporting document packages around them.
General document automation treats every document as a template with merge fields. Statular is built around the estate planning matter, so a single interview drives the trust, wills, powers, and supporting documents together.
Yes. Joint trust and reciprocal will matters are handled as a first-class workflow with side-by-side settlor 1 and settlor 2 decisions, not as duplicate matters.