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 249.00 USD per month per user, with a seven-day trial.
Who it is for
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 is good
- 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 249.00 USD per user monthly
- No two-factor authentication today
- No SOC 2 Type II certification
- REST API limited to Firm plan
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.
Estateur Pro plans and pricing
All plansCompared on legal client portal software
- Free plan
- No
- Paid from
- $249/user/mo
- Client messaging
- Yes
- Secure document exchange
- Yes
- Electronic signatures
- Yes
- Online client payments
- Yes
- Client intake forms
- Yes
- Matter status updates
- Yes
