Stop starting every will, trust, and POA from a blank page. Here's how to automate the repetitive drafting — with templates, with AI, and without crossing any ethical lines.
See the tools ↓Two complementary ways: template automation fills standard documents (wills, POAs, directives) from a form using fixed clauses + conditional logic, and AI drafting generates custom narratives, trust provisions, client letters, and intake summaries from plain-English facts. The most efficient firms use both — with an attorney reviewing every document.
Estate planning is high-volume, document-heavy, and highly repetitive — the same will and trust structures, re-typed with different names and bequests. That repetition is exactly what software should handle, freeing you for the counseling and judgment that clients actually pay for.
Start with your highest-volume, most-standardized documents: simple wills, durable powers of attorney, healthcare directives, and client intake summaries. Layer in AI for trust provisions and client communications once the basics are flowing.
Form → clean Last Will & Testament draft in minutes. Deterministic, in-browser, no AI.
Open the generator →Plain-English client facts → will/trust/letter/intake drafts. No API key needed.
Open EstateForge AI →Yes, as a drafting tool under attorney supervision. You review, customize, and ensure state-law compliance; automation handles the repetitive first-draft work.
Wills, revocable living trusts, durable POAs, healthcare directives, engagement letters, intake summaries, and client explainer memos — all follow consistent structures with client-specific variables.
Both. Templates for standardized documents you fully control; AI for custom narratives, trust provisions, and client communications. EstateForge offers each.
A drafting copilot for estate-planning attorneys — template + AI.
Template generatorEstateForge AI