AI Automation for Estate Planning Firms
Prospective clients who inquire about wills and trusts go cold waiting for a response. Follow-up on referrals is inconsistent. Your CRM is missing the asset size, family structure, and urgency signals attorneys need before a first meeting. Estate planning software for attorneys should close those gaps automatically — we build the automation that does it.
Book a Free Discovery CallThe Problem
A prospective client fills out your "start my will" or "get a trust" form on a Saturday afternoon. Nobody replies until Tuesday — by then they've booked a consult with a competitor's firm, or a DIY document service.
Financial advisors and CPAs send you warm referrals, but there's no system for nurturing them. Whether a referred lead gets a same-day call or gets forgotten depends entirely on who's at the front desk that week.
Contacts exist but they're missing net worth range, family structure — blended families, minor children, business ownership — and urgency signals like a terminal diagnosis or upcoming travel. Attorneys walk into consults unprepared.
Who This Is For
Estate planning and trust attorneys drafting wills, revocable trusts, and powers of attorney who need intake and follow-up running without a full admin team behind them.
Staff drowning in asset inventories, beneficiary designation forms, and signing-appointment logistics — time that should go toward client-facing case work instead of data entry. See the real productivity difference, before and after →
Firms scaling past 3–4 attorneys — including practices handling both estate planning and probate or trust administration — where manual workflows have become the bottleneck. Estate planning practice management software that grows with your caseload, not against it.
Also need broader IT support? We help estate planning firms with CRM selection, software integration, and workflow design alongside automation.
The Solution
Every new inquiry — will, trust, or probate — triggers an enriched CRM entry and a personalized first-response message, within 2 hours, any time of day, including weekends. What intake software actually needs to do →
Leads that don't book a consultation get a structured nurture sequence, including a dedicated referral-source track for leads sent by CPAs and financial advisors so those relationships stay warm.
We automatically fill in net worth range, family structure, referral source, and urgency so your attorneys walk into every consultation already prepared instead of digging through intake notes.
Drafting milestones and signing-appointment reminders trigger automatic client notifications. Fewer status calls, fewer "is my trust ready?" emails, and clients who feel informed throughout.
Before a consultation, AI agents pull together asset inventories, beneficiary designations, and prior estate documents so attorneys arrive already briefed on the full picture.
Clients get timely, personalized reminders to submit asset schedules, beneficiary forms, and signed originals — tied to real deadlines and signing appointments, not a generic drip schedule.
Already using Clio? We build AI agents that connect directly to Clio — document processing, matter updates, and client follow-up without manual entry. See how Clio integration works →
Pricing
Two live workflows — website intake automation and an email document assistant — are running within your first week, whichever plan you choose. Every plan includes a direct line to the founder.
$499 / month
$1,499 / month
$10,000 / month
Fast Start
Two live workflows — intake automation from your website and an email document assistant that collects client documents and chases what's missing — running within your first week.
This gives you something concrete to evaluate as we build out the rest.
FAQ
Intake responses, CRM enrichment, referral-source follow-up, document collection reminders, and client status notifications around drafting and signing. The goal is to remove repetitive admin from the plate of attorneys and paralegals so they focus on client relationships and estate strategy.
Before a consultation, AI agents pull together the client's asset inventory, beneficiary designations, and any prior estate planning documents on file, and populate the case record automatically. Attorneys walk into every meeting already briefed instead of spending 15 minutes digging through intake notes.
By handling the work that doesn't require legal judgment: sending first responses, enriching contact records with net worth range and family structure, following up with leads and referral sources, reminding clients to submit documents, and updating case statuses. Paralegals stop doing data entry. Attorneys stop chasing information before consultations.
Yes. Automated sequences send personalized reminders when clients need to submit asset schedules, beneficiary forms, or signed originals, with follow-ups if a deadline or appointment window is approaching. Client notifications also go out automatically at drafting milestones, reducing inbound status calls.
Yes. Some estate planning firms need help beyond agents — software selection, CRM setup, system integration, or overall workflow design. We can cover those needs as part of the engagement or as a standalone project.
The first two workflows — website intake automation and the email document assistant — are live within your first week on any plan. Self-Service ($499/month) covers up to 5 inboxes, 5 WhatsApp groups, and 5 users on your own. Tailored ($1,499/month) puts our development team directly on your automation with a dedicated on-premise server, a branded portal, unlimited users, and unlimited custom workflows. Dedicated Developer ($10,000/month) puts a developer on your account full-time for continuous, fully-custom builds. Most firms have their core automation — intake, CRM enrichment, follow-up, and case enrichment— fully in place within 2–3 months. Most firms see the first measurable time savings within the first two weeks.
30 minutes. We'll map where leads are falling through and show you exactly what one week of automation would look like for your firm.
Book a Free Discovery Call