Step one

Book a call

Bring the document your team rebuilds every cycle.

Step two

Free training hour

Claude set up on each person's own work, on your own systems.

Step three

Audit

A written list of what repeats and what it costs you now.

Step four

Build on your template

Your file, your systems, every figure checked before it reaches a client.

Step five

Hours back, every cycle

Ten hours became twenty minutes. An hour per client became ten.

Why most estate planning software for attorneys goes unused

Estate planning software for attorneys usually arrives with its own clause library, and firms have their own for good reason. Adopting the software means adopting somebody else's wording, so the firm quietly keeps using its own will template and the licence gathers dust.

This works the other way round. Your template is the starting point.

How the drafting works

Your template is read. Every field is found, including those inside clauses.
The client sees plain questions. Names, beneficiaries, guardians, property.
Conditional sections follow the answers. No children means no guardianship clauses.
The document generates. Your wording, your formatting, your signature blocks.
The drafter reviews and files. The typing is gone, the judgment is not.

What makes it the best estate planning software for attorneys who already have templates

It is your will, not a generic one.

105 checks passed before it went live, across four test documents, covering highlighted passages, conditional clauses, signature alignment and spacing.

It handles the fiddly formatting

Drafter instructions stripped, empty beneficiary slots removed, capitalized signature lines preserved.

What you get

Client intake that clients actually complete.
A draft that arrives formatted rather than half typed.
Fewer transcription errors in a document that has to be right.
The same process for every client and every drafter.

What it connects to

Word, your practice management system, and wherever the executed document is stored.

Questions

Does our wording change?
No. The template is the specification.
What about joint wills and trusts?
Same approach, one template at a time.
Can clients complete it at home?
Yes. It is a web form.
How is this different from a will and testament template online?
Those serve a consumer writing their own will. This runs a practice that drafts them for clients.