Cloud Estate Plan™ is the document automation platform built specifically for estate planning attorneys. We equip your team with a powerful drafting engine, so you can focus on serving your clients, not 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 three of the biggest time drains in your practice.
Intake Collection
No more time wasted chasing intake forms or 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.
Drafting and Proofreading
Generate complete document packages in minutes instead of hours. Built-in logic and automation ensure consistency and accuracy, minimizing the need for manual review and cutting down the time spent catching minor errors and typos.
Templates maintenance
Stop managing outdated or inconsistent Word templates across your firm. Using our platform, there is no more need for you to do manual and ongoing template maintenance. All updates and compliance checks are handled for you, saving time and ensuring uniformity across every document.
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 and logical 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 nomenclatures to clauses 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
Leave manual drafting in the past. Our document assembly engine intelligently transforms your client information into a comprehensive estate planning document package in a 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
