The best estate planning software for attorneys in 2026.

Statular is a modern, cloud-based estate planning platform that pairs attorney drafting with client-facing intake. One matter interview generates a coordinated package — trusts, wills, powers of attorney, healthcare directives, deeds, and client materials — with unlimited document generation. Client questionnaires collect information once and sync into the drafting interview, and a branded client portal handles delivery. Pricing is monthly with no annual commitment and a 7-day free trial that requires no credit card. Security includes AES-256 encryption at rest, TLS 1.2+ in transit, MFA, and a SOC 2-aligned program, with no AI model training on customer data. Statular also supports trust administration, fiduciary accounting, and probate workflows, and offers two-way Clio sync today, with MyCase, Rocket Matter, Smokeball, and Lawcus on the integration roadmap. Best for solo attorneys and small-to-midsize firms that want drafting, intake, and administration in one modern tool without a long-term contract.

WealthCounsel's Wealth Docx is one of the longest-standing document assembly systems in estate planning, with a deep, well-maintained drafting library and a large practitioner community. It is a strong fit for firms that value a mature template set and continuing legal education resources, and that are comfortable with traditional, more complex document language and an annual licensing model. Pricing is generally quote-based rather than publicly listed.

InterActive Legal is known for depth in sophisticated and high-net-worth planning, including advanced tax and irrevocable trust techniques, with drafting systems developed by well-known practitioners. It suits estate planning specialists who routinely handle complex, tax-driven work and want expert-authored document logic. It is more of a drafting-depth tool than an all-in-one intake and client-portal platform.

Gavel (formerly Documate) is a flexible, general-purpose document automation and client intake platform used across many practice areas, not just estate planning. Firms can build their own automated workflows and questionnaires on top of their existing templates. It is a good fit for firms that want to automate their own documents and processes and are comfortable doing some of the build-out themselves, rather than buying a pre-authored estate planning library.

Lawgic is an established estate planning drafting system with an interview-driven approach to producing trusts, wills, and related documents. It appeals to firms looking for a focused drafting tool with a long history in the estate planning market. As with several legacy systems, pricing and packaging are typically arranged directly with the vendor.

HotDocs is a powerful, enterprise-grade document assembly engine used well beyond estate planning. It gives firms and organizations granular control to template complex documents, but it is a general assembly platform rather than an estate-planning-specific product — you bring or build the templates and logic. It is best for larger organizations with the resources to develop and maintain their own automation.

Adapt is cloud-based estate planning drafting software built on the Fore! Trust Software template library that desktop users relied on for two decades. It offers tiered products (EP Drafter, EP Planner, EP Professional), a dynamic drafting interview, and a client questionnaire feature for intake. Published pricing pairs monthly plans with a one-time signup fee. It is drafting-focused, so firms that also handle trust administration or probate will need a companion tool. A natural fit for attorneys who liked Fore!'s documents and want them in the cloud.

Fore! Trust Software was a long-running desktop estate planning drafting system with a well-regarded template library and a point-click-print workflow. The standalone desktop products were discontinued for new subscriptions in 2023, with the templates and drafting logic carried forward into Adapt's cloud products. Because it is installed desktop software, there is no client-facing intake or portal. It remains relevant mainly to firms still running existing licenses — new buyers are pointed to Adapt.

Trust & Will is primarily a consumer-facing estate planning brand with a polished, guided experience, and it also offers programs for attorneys and advisors. It is a strong option for firms that want a streamlined, consumer-grade product to offer clients, though it is designed around a more standardized set of documents than a full attorney drafting system.

Trustate focuses on the administration side of estate planning — helping executors, trustees, and firms manage the tasks involved in settling an estate after death — and also offers a drafting library. Notably, it positions itself as staying out of the attorney-client relationship, so it does not provide a client-facing intake portal. It is a good fit for firms that want dedicated support for post-death administration workflows.

Estateably is an estate and trust administration platform aimed at law firms, fiduciaries, and professionals managing estate settlement and accounting. Like Trustate, its strength is administration rather than drafting, making it a fit for firms whose practice is weighted toward settlement, probate, and fiduciary accounting work.