Cloud Estate Plan™ is a cloud-based document automation platform designed for estate planning attorneys and law firms. It streamlines the preparation of wills and related documents through an intelligent drafting engine that assembles complete, customized estate plans from a single client intake. The platform supports up to twelve core document types, including:

• Last Will and Testament
• Living Will
• powers of attorney
• proxies
• minor child and health care documents, and
• instructions for final arrangements

Built by estate planning attorneys for professional use, Cloud Estate Plan features an intuitive, guided interface that requires little training and minimizes repetitive data entry. Client information entered once is automatically populated across all documents, ensuring consistency and accuracy. Conditional logic allows users to address complex family or asset scenarios, while centralized template management keeps forms current and standardized. By automating drafting, formatting, and clause selection, the system reduces errors, improves productivity, and gives legal professionals more time to focus on client relationships and higher-value advisory work.