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.