Upload your template. Fill out a form. Get finished, formatted documents — ready to review, sign, and file. No more spending hours on repetitive drafting.
A simple web form — like filling out an intake sheet. Client names, marital status, property addresses, beneficiaries. If you can fill out a form, you can use this.
The system figures out which documents you need. Married couple? You get joint trust, individual trusts, pour-over wills. Three properties? Three deeds. The right documents, automatically.
You get Word files — formatted exactly how your firm wants them. Signature blocks, notary pages, page numbers, everything. Review, print, sign.
Married couple, 2 properties → 8 documents generated in under 10 seconds.
Every document your client needs to walk out the door with a finished estate plan. Not drafts — finished documents, formatted to your firm’s standards.
Joint or individual. All articles, powers, and distribution schedules — tailored to exactly what the client chose on the form.
One deed per property. Legal descriptions, parcel IDs, and transfer language pulled straight from what you entered. Three properties? Three deeds.
The summary your client hands to the bank or title company. Trust name, trustees, powers — all pre-filled.
The safety net. Catches any assets that didn’t make it into the trust. Executor, personal representative, guardian designations included.
Financial and healthcare POAs. Agent designations, successor agents, HIPAA authorization — the documents your clients hope they never need but always should have.
Moves furniture, vehicles, and personal items into the trust. One page, but clients always forget it without you.
We didn’t build a demo. A law firm is using this today to generate estate planning packages for real clients. Here are the numbers.
“We do 10–15 trust packages a month and every one takes half a day.” Sound familiar? This is exactly what we built for.
Closings mean deeds, disclosures, and title docs — different for every property. One form, all of them generated.
Operating agreements, bylaws, resolutions — the same structure every time, just different names and terms. Perfect for automation.
Separation agreements, parenting plans, financial disclosures. High volume, high stakes, no room for copy-paste errors.
Petition packages with supporting declarations, evidence indexes, and cover letters. Same structure, different client — every time.
Demand letters, settlement agreements, lien resolutions. The faster you draft, the faster you settle. Simple as that.
Ready to reclaim those hours? Let’s talk about your documents. We’ll show you exactly how the system works with your templates, your clients, your workflow. Takes 20 minutes.
Book a 20-Minute Demo