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LegalGEN
What LegalGEN is
LegalGEN is an attorney-branded AI platform for estate planning law firms. It applies each firm’s documents, templates, workflows and branding to client intake and estate-planning document preparation. Smart Intake offers mobile-friendly questionnaires, a branded client portal, AI organization of information and real-time attorney notifications. Smart Estate Planning generates wills, powers of attorney, advance directives and revocable living trusts from the firm’s templates. LegalGEN says a licensed attorney reviews and approves every generated document and retains legal responsibility. Clients can pay during intake, with Stripe processing payments directly to the firm’s bank account. Native integrations listed are Clio, MyCase and WealthCounsel. REST API access is available with White Label or as an add-on for Online Will & Trust subscribers. The platform serves estate planning attorneys in all 50 US states, customizing templates during onboarding. Plans start at $29 per converted client package, with monthly options for intake, document generation and white-label deployments.
Who it suits
LegalGEN is designed for estate planning attorneys, including established, multi-state and legal-plan firms. Its branded intake and document workflows suit practices using their own templates and attorney review.
What it does well
- Branded mobile-friendly client intake
- Generates core estate-planning documents
- Licensed attorney review is stated
- Native Clio, MyCase and WealthCounsel integrations
- Available to attorneys in all 50 states
What to know first
- No free plan or free trial
- Document generation starts at $275.00 per month
- White Label costs $500.00 per month
- Attorney review remains required
Limits
Online Will packages cost $29, paid once and Trust packages cost $49, paid once, billed per converted client. Smart Intake costs $99 a month, Smart Estate Planning costs $275 a month, and White Label costs $500 a month or uses volume-based pricing with an implementation fee for custom options.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Smart Estate Planning | billed monthly · Online wills · powers of attorney and advance directives · revocable living trusts · AI document generation using your templates | $275 a month |
| Online Will package | per converted client · Pay-per-converted-client pricing; packages vary | $29, paid once |
| Trust package | per converted client · Pay-per-converted-client pricing | $49, paid once |
| White Label Platform | or volume-based pricing · imp. fee for custom options · Based on firm size and volume · API access · dedicated implementation team · ongoing operational support and SLA | $500 a month |
| Smart Intake | billed monthly · Unlimited client intake sessions · email and chat support | $99 a month |
As legalgen.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Open the LegalGEN website
- Choose an Online Will, Trust, Smart Intake, Smart Estate Planning, or White Label plan
- Provide firm documents, templates, workflows, and branding during onboarding
- Customize document templates to state requirements
- Connect Clio, MyCase, WealthCounsel, or available REST API access
Verdict
LegalGEN combines branded intake, template-based document generation and attorney oversight for estate planning practices. Its integrations and state-customized onboarding support firms, but the paid plans and required professional responsibility are central considerations.
Questions
Does LegalGEN offer a free plan or trial?
No. LegalGEN has no free plan and no free trial.
What platforms does LegalGEN support?
It is available through the web and an API.
Which documents can Smart Estate Planning generate?
It generates wills, powers of attorney, advance directives, and revocable living trusts from a firm’s templates.
Which integrations are available?
Native integrations listed are Clio, MyCase, and WealthCounsel. REST API access is included with White Label or available as an add-on for Online Will & Trust subscribers.
Who can use LegalGEN?
The platform is available to estate planning attorneys in all 50 US states. White Label also serves established firms, legal plan providers, and multi-state firms.
What support comes with the plans?
Smart Intake includes email and chat support. Smart Estate Planning includes priority support and an onboarding call, while White Label includes a dedicated implementation team, ongoing operational support, and an SLA.
Facts from LegalGEN's own pages
- About
- LegalGEN identifies Enrico Linscheer as Founder and CEO and Maria Chen as Co-Founder and CTO; the About page does not state a founding year or headquarters. · legalgen.com, 8 Oct 2026
- Attorney review
- LegalGEN says every generated document is reviewed and approved by a licensed attorney, who retains legal judgment and responsibility. · legalgen.com, 8 Oct 2026
- Commitment
- The pricing page says Digital Intake and Online Will & Trust have no long-term contracts and can be canceled anytime; all plans include a 30-day money-back guarantee. · legalgen.com, 8 Oct 2026
- Document drafting
- Smart Estate Planning generates wills, powers of attorney, advance directives, and revocable living trusts using the firm's own templates. · legalgen.com, 8 Oct 2026
- Intake
- Smart Intake provides mobile-friendly online questionnaires, an attorney-branded client portal, AI-powered data organization, and real-time attorney notifications. · legalgen.com, 8 Oct 2026
- Integrations
- LegalGEN lists native integrations with Clio, MyCase, and WealthCounsel, and offers REST API access on White Label or as an add-on for Online Will & Trust subscribers. · legalgen.com, 8 Oct 2026
- Limits
- LegalGEN says it is available to estate planning attorneys in all 50 US states, with document templates customized to state requirements during onboarding. · legalgen.com, 8 Oct 2026
- Payments
- Clients can pay online during the intake workflow, and LegalGEN says it uses Stripe to process payments directly to the firm's bank account. · legalgen.com, 8 Oct 2026
- Purpose
- LegalGEN is an attorney-branded AI platform for estate planning law firms that uses each firm's documents, templates, workflows, and brand to automate estate planning. · legalgen.com, 8 Oct 2026
- Support
- Smart Intake includes email and chat support; Smart Estate Planning includes priority support and an onboarding call. · legalgen.com, 8 Oct 2026
- White-label support
- White Label includes a dedicated implementation team and ongoing operational support with an SLA. · legalgen.com, 8 Oct 2026
- Who it serves
- The platform is designed for estate planning attorneys, with White Label also aimed at established firms, legal plan providers, and multi-state firms. · legalgen.com, 8 Oct 2026
Where LegalGEN stands on Freedom251
- Legal Document Automation Software#18 of 31