Freedom251 › Legal Client Portal Software
Estateur Pro
What Estateur Pro is
Estateur Pro is a branded estate-planning workspace for attorneys and law firms, covering drafting, client intake, portals, execution, payments, and firm tools. Its drafting coverage spans all 50 states and the District of Columbia. Guided interviews, attorney-controlled clauses, joint and mirrored plans, trust options, live validation, and reusable defaults support document preparation. The document library includes wills, revocable living trusts, pour-over wills, powers of attorney, healthcare documents, HIPAA authorizations, trust certificates, and property memoranda. Firms can apply their name, logo, and colors to portals, generated documents, emails, and notifications. Client Service Agreements use Documenso e-signature; estate-plan documents use notarization, with remote online notarization where permitted. The service also provides intake forms, messaging, secure document exchange, online payments, matter updates, and a trust-funding tracker. Connectors include Airtable, Notion, Asana, ClickUp, Trello, Linear, Monday.com, Slack, Discord, webhooks, Google Calendar, Stripe, and Clio-compatible CSV export. The listed price is $249 a month per user, with a seven-day trial.
Who it suits
Estateur Pro is intended for licensed attorneys and law firms handling estate-planning matters. It suits practices wanting branded client workflows, document drafting, signing, payments, and matter tracking.
What it does well
- Drafting covers all 50 states and D.C.
- Supports branded portals and documents
- Includes trust-funding tracking
- Offers client intake and secure exchange
- Seven-day trial available
What to know first
- Costs $249 per user monthly
- No two-factor authentication today
- No SOC 2 Type II certification
- REST API limited to Firm plan
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Estateur Pro | $2,390.40/year — save 20% · Unlimited clients · per-user billing · card required for trial | $2,390.40 a year |
| Estateur Pro | $249/user/month · Unlimited clients · per-user billing · card required for trial | $249 a month |
As estateur.com lists them, read 1 Oct 2026. The maker's own page has the final word.
Verdict
Estateur Pro brings estate-plan drafting and client operations into a branded workspace for licensed professionals. It offers broad document and integration coverage, while attorneys remain responsible for reviewing documents and professional work.
Facts from Estateur Pro's own pages
- API
- The REST API is available only on the Firm plan, uses firm-scoped API keys, and allows up to 120 requests per minute per key. · estateur.com, 1 Oct 2026
- Attorney drafter
- Its drafter offers guided interviews, attorney-direct clause control, joint and mirrored plans, trust options, live validation, and reusable defaults. · estateur.com, 1 Oct 2026
- Data use
- Estateur says it does not sell client data, market to clients, or use matters to solicit anyone, and documents can be exported. · estateur.com, 1 Oct 2026
- Document catalog
- The document library includes wills, revocable living trusts, pour-over wills, powers of attorney, healthcare documents, HIPAA authorizations, trust certificates, and property memoranda. · estateur.com, 1 Oct 2026
- Encryption
- Client contact details and uploaded documents are encrypted at rest with AES-256-GCM, while application traffic uses TLS and passwords use bcrypt hashes. · estateur.com, 1 Oct 2026
- Headquarters
- Chicago, Illinois, United States · estateur.com, 28 Sept 2026
- Integrations
- Connectors include Airtable, Notion, Asana, ClickUp, Trello, Linear, Monday.com, Slack, Discord, webhooks, Google Calendar, Stripe, and Clio-compatible CSV export. · estateur.com, 1 Oct 2026
- Jurisdiction coverage
- The platform supports estate-plan drafting across all 50 states and the District of Columbia. · estateur.com, 1 Oct 2026
- Professional responsibility
- Estateur is software for licensed professionals, not a law firm, and the subscribing attorney remains the professional of record responsible for reviewing documents. · estateur.com, 1 Oct 2026
- Purpose
- Estateur Pro is a branded estate-planning workspace for attorneys and law firms covering drafting, client intake, portals, execution, payments, and firm tools. · estateur.com, 1 Oct 2026
- Security certifications
- Estateur states that it has not obtained SOC 2 Type II, has not commissioned a third-party penetration test, and does not offer two-factor authentication today. · estateur.com, 1 Oct 2026
- Signing
- Client Service Agreements use Documenso e-signature, while estate-plan documents use notarization with remote online notarization where permitted and state-specific instructions elsewhere. · estateur.com, 1 Oct 2026
- Support and onboarding
- Signup, onboarding, and billing are self-service, with a setup wizard and in-app product tour and no sales call required. · estateur.com, 1 Oct 2026
- Trust funding
- A per-client trust-funding tracker records retitled assets and accounts with checklists and status. · estateur.com, 1 Oct 2026
- White labeling
- Firms can use their own name, logo, and colors across client portals, generated documents, emails, and notifications. · estateur.com, 1 Oct 2026
Where Estateur Pro stands on Freedom251
- Legal Client Portal Software#15 of 42