Cloud Estate Plan™ is the document automation platform built specifically for estate planning attorneys. We equip your team with a powerful drafting engine, allowing you to focus on serving your clients rather than managing repetitive tasks. Work smarter, draft faster, and practice with confidence.
Take Your Estate Planning Practice to New Heights
Experience the Difference
Your Current Practice
❌ Manual drafting from static templates
❌ Higher risk of copy/paste errors and typos
❌ Staff time spent on low-value and repetitive tasks
❌ Longer turnaround time for deliverables
❌ Time lost on templates update and maintenance
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With Cloud Estate Plan™
✅ Dynamic, automated drafting experience
✅ Accuracy and fewer errors in documents
✅ Staff time freed up for higher-value tasks
✅ Faster and consistent turnaround time
✅ Centralized and up-to-date templates
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Your Time is
Worth Way More
As a lawyer, your time is worth money. Cloud Estate Plan™ helps you reclaim your time by streamlining 3 of the biggest time drains in your practice.
Intake Collection
No more time wasted chasing intake forms and fixing inconsistent or missing data points. Our intelligent intake system and centralized data manager serve as your single source of truth, auto-syncing client information across all documents and drastically reducing the time spent on back-and-forth communication.
Drafting
Stop drafting from outdated and inconsistent Word templates or precedents. Leave the hassle of manual drafting and the chaos of piecing templates together in the past. Our intelligent drafting engine pulls directly from your client intake to generate complete and consistent estate planning document packages in minutes instead of hours.
Proofreading
Say goodbye to hours lost fixing formatting issues and tracking down typos. Eliminate inconsistencies and reduce the risk of errors by letting automation handle the heavy lifting. Minimize time spent on tedious manual review so you can focus on the legal strategy, not wrestling with documents.
Our Products
Pricing That Just
Makes Sense
Everything you need in one single plan.
No stress, just peace of mind and a straightforward price your firm can scale with.
User-friendly and Intuitive Interface
Navigate effortlessly through a clear, logical, and guided intake. The intuitive user experience ensures every member of your firm, from paralegal to partner, can confidently generate documents without any learning curve.
Advanced Customization & Robust Logic
Powerful conditional logic that effortlessly handles complex scenarios such as blended families, multiple agent nominations, and special provisions. Customize your documents to your specific drafting preferences, from nomenclature to clause selection. These capabilities ensure your estate planning documents are precise, tailored to your clients' unique needs, and consistently aligned with your firm's standards.
Instant Document Generation
Our document assembly engine intelligently transforms your client information into a comprehensive estate planning document package with just a few clicks. Accurate and polished documents ready for attorney review, letting you focus on legal strategy rather than document assembly.
Hear it from Our Users First
