Estate Engine

Estate Engine is an intake-and-drafting platform for solo and small-firm estate planning attorneys in the United States. It pairs a branded client intake questionnaire with deterministic, template-based document assembly to produce a complete estate plan for attorney review.

Key features and functions include:

Client Intake
Clients complete a plain-language intake questionnaire branded with the firm’s logo, fonts, and colors. Conditional logic shows only the questions relevant to each client, and attorneys can send reminder emails or complete the intake together with the client in person or by phone.

Deterministic Document Drafting
The platform generates a complete draft estate plan as a single Word document once intake is finished. Drafting is rules-based rather than generative-AI-based: the same intake responses and template produce the same output every time, so attorneys review client-specific details rather than re-reading full documents.

Template Library
A default template library, described as written by a practicing estate planning attorney, includes trust-based and will-based packages for individuals and couples, transfer-to-trust deeds for all 50 states and the District of Columbia, and a supplemental provisions document with additional attorney-drafted clauses.

Custom Templates
Attorneys can submit their own templates or redline the platform’s default documents; the vendor then configures a matching intake questionnaire, a process stated to take three to five business days. Question wording and helper text can be edited directly by attorneys at any time.

Client Planning Guide
A branded, interactive guide introduces prospective clients to estate planning concepts and directs them to the firm’s own consultation page.