10,000+ Estate Plans Completed
We help law firms maximize efficiency, gain more clients, and implement AI and automation tools to their processes.
LAW FIRMS
Outsource your firm’s estate plan drafting so you can focus on what matters most: the client experience, growing your firm, and helping clients protect their assets.
Learn more about our PACKAGE offerings here!
LEGAL PROFESSIONALS
Utilize your estate plan drafting skills while being able to create your own schedule and earn an income. Work with multiple estate planning firms or one firm directly on drafting trusts, wills, directives, deeds, and other EP documents.
Our Services
✔ WealthCounsel
✔ InteractiveLegal Services
✔ Word Templates
✔ Automation of Documents and Processes
Unlimited
Availability.
Law firms submit unlimited estate plan requests within the monthly payment plan or per-plan pricing.
We work directly with your team on each plan and each automation project.
Personalized
Service.
We help firms with end-to-end services from:
Customizing and/or automating Design Sheets
Completing Design Meetings with end-clients
Creating Scenarios and Custom Answers in drafting software
Creating ‘Playbooks’ for custom changes once Documents are generated
Automating your Internal Documents
Productizing your legal forms
No matter what your needs are, we tailor our services to YOUR firm’s usual processes, giving you exactly what you are looking for.
Turnaround Times for YOUR Schedule.
We provide drafts within the agreed-upon turnaround times so that law firms maintain flexibility and eliminate overhead costs, while providing clients with the best estate planning experience.
Schedule a Call
Learn more about how we can assist you and your firm on a quick call with our on-demand team.
Testimonials
Video Testimonial
Kevin Snyder, Snyder Law, PC