The estate-planning platform
built for your practice
Draft faster, deliver a branded client experience, and keep every matter moving — all in one workspace. Start solo on Starter, add white-label branding and Custom Parameters on Pro, or run your whole team on Firm.
You remain the drafting professional of record. Estateur is not a law firm.
Three plans that grow with your practice
Attorney-grade drafting is included in every plan. Add branding, your own clauses, and your team as you grow.
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
Unlimited clients on every plan. Cancel anytime. Prices are per seat, per month.
New · Attorney review marketplace
Offer paid $599 estate-plan reviews
Pro members can apply to provide paid attorney reviews and get priority — first assignment of incoming $599 review sessions. A new revenue line, right inside Estateur.
Everything your practice needs
A complete, branded estate-planning workspace — here is how each piece works.
Multi-client dashboard
StarterManage your whole book of business - a client roster with statuses, search and filters, quick-create, activity, and per-client dashboards.
Advanced attorney-grade drafter
StarterDirect clause control, optional/skippable clauses, joint & mirror documents, trust options, always-per-stirpes defaults, an attorney-direct mode alongside the guided interview, live validation, and reusable firm/client defaults.
Attorney-grade document library
StarterA fuller clause library and more document types - pour-over will, revocable living trust, POAs, healthcare directive, HIPAA, personal-property memorandum, trust funding letters, and a summary/cover letter - in clean, client-ready formatting.
Per-client secure portal
StarterEach client gets their own secure space to review and approve the documents you prepare for them.
Per-client trust funding tracker
StarterTrack which assets and accounts have been retitled into each client's trust, with a funding checklist and status.
Send to client to review - or download
StarterDeliver documents to the client through their portal for review, or download finished documents yourself. Both paths, your choice.
Fast, easy revisions
StarterRevise an existing client's documents in a couple of clicks, with full version history preserved.
In-app document viewer & editor
StarterView and edit generated documents right inside Estateur - a formatted, Word-style editor and PDF viewer, not just a download.
Automated annual review reminders
StarterEstateur reminds each client (and you) to review their plan every year, so relationships - and referrals - stay warm.
E-signature & guided execution
StarterClients sign right in their portal, and every plan ships with state-specific witnessing and notary instructions for a valid signing ceremony.
Client self-intake questionnaire
StarterClients complete their own information in the portal and it flows straight into the drafter, pre-filling the plan and saving you time.
White-label firm branding
ProYour firm's name, logo, and color on the client portal and on every generated document - it feels like your platform, not ours.
Custom Parameters
ProSave your drafting preferences once and Estateur applies them automatically to every document - formatting (e.g. titles in BOLD CAPS, article numbering) and default optional clauses (spendthrift, no-contest, per-stirpes).
Firm clause library & templates
ProSave your own custom clauses and full document templates once and reuse them across every client - your language, on tap.
Clio / MyCase export
ProExport your drafted plans and client details as a Clio-compatible CSV to import into Clio, MyCase, or another practice-management system. (Live two-way sync is a planned fast-follow.)
Firm analytics dashboard
ProPlans drafted, active clients, executed matters, funding status, and estimated revenue across your whole book of business.
Branded client communications
ProPortal emails and notifications to your clients go out under your firm's brand and color, not Estateur's.
Priority in the attorney review marketplace
ProPro members get first assignment of paid $599 attorney estate-plan review sessions.
Team seats, roles & permissions
FirmAdd attorneys and paralegals under one subscription with firm-admin / attorney / paralegal roles, a shared firm-wide clause library and analytics, and centralized billing.
Set up in minutes — no sales call required
Onboarding is fully self-serve: a guided setup wizard walks you through branding, preferences, and your first client.
Start your subscription