Estateur Pro · for professionals
The estate-planning platform built for your practice
Attorneys, financial advisors, and CPAs use Estateur Pro to draft complete, state-correct estate plans for their clients — branded to their firm, in a fraction of the time. Three plans, from $99/month.
Plans that grow with your practice
Attorney-grade drafting is included in every plan.
Estateur Starter
The complete solo estate-planning workspace.
Start with StarterEverything a solo practice needs:
- Multi-client dashboard
- Advanced attorney-grade drafter
- Attorney-grade document library
- Per-client secure portal
- Per-client trust funding tracker
- Send to client to review - or download
- Fast, easy revisions
- In-app document viewer & editor
- Automated annual review reminders
- E-signature & guided execution
- Client self-intake questionnaire
Estateur Pro
Your brand, your clauses, your website.
Choose ProEverything in Starter, plus:
- White-label firm branding
- Custom Parameters
- Firm clause library & templates
- Clio / MyCase export
- Firm analytics dashboard
- Branded client communications
- Priority in the attorney review marketplace
Estateur Firm
Your whole team on one platform.
Choose FirmEverything in Pro, plus:
- Team seats, roles & permissions
Why practitioners choose Estateur Pro
White-label everything
Your firm's name, logo, and color on the client portal and every generated document (Pro).
Custom Parameters
Save your formatting and default clauses once; Estateur applies them to every draft automatically (Pro).
Firm clause library
Save your own reusable clauses and document templates, applied across all clients (Pro).
Your whole team
Attorneys and paralegals under one subscription with roles, a shared library, and centralized billing (Firm).
Firm analytics
Plans drafted, active clients, funding status, and revenue across your book of business (Pro).
Attorney review marketplace
Pro members can offer paid $599 reviews and get first assignment of incoming sessions.
Talk to us about your firm
Prefer to chat first, or interested in the attorney review marketplace? Tell us about your practice and we'll follow up within 2 business days. You can also just start a subscription now.