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Frequently Asked Questions (FAQ)
Browse through these FAQ's to seek answers to commonly raised questions about Cloud Estate Plan. If you don't find your answer bellow, contact us and we'll do our best to provide it.
It’s a cloud-based software that allows estate planning attorneys to draft high-quality documents in a couple of minutes, by completing an intake questionnaire. Built by estate planning attorneys for attorneys, it combines speed, precision, and ease of use.
Our solution is designed to address the needs of estate-planning practitioners, from paralegal to lawyers, who are looking for a ready-to-use and reliable drafting solution for their practice.
The Will Drafting System delivers allows you to select, customize and generate documents from a library of 12 foundational templates :
• Last Will & Testament
• Appointment of Interim Guardian
• Power of Attorney for Care of Minor Child
• Memorandum of Lifetime Gift
• General Durable Financial POA
• Health Care POA/Proxy
• HIPAA Authorization
• Living Will
• Organ Donation Form
• Memorandum for Disposition of Remains
• Health Care Instructions
• Instructions for Final Arrangements
Close to none. The platform is intuitive and supported by detailed help content, so any users can begin drafting on the day they sign up, without any complex setup or learning curve.
1) By automating the intake process: Client data is entered once and reused automatically, so you avoid repetitive editing, formatting problems, and copy-paste errors.
2) By automating document generation and assembly: Document automation eliminates repetitive cutting and pasting, formatting issues, and manual errors. Practitioners can draft in minutes and spend more time advising clients.
No. Your monthly subscription allows unlimited document generation, helping you recoup your investment with your first client.
It delivers an affordable solution, with practical, real-world functionality: high-quality templates, user-friendly interface. No unnecessary extras, just the features lawyers actually use.
No. Cloud Estate Plan uses document automation, not generative AI. That means your documents are built from carefully pre-programmed legal templates, created and vetted by lawyers. This ensures the output is consistent, compliant, and accurate.
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