Freedom251 › Estate Planning Software
Statular
What Statular is
Statular is web-based estate planning software for licensed US estate planning attorneys and their authorized legal support staff. It drafts and manages trusts, wills, powers of attorney, healthcare directives, and related documents. A client interview can generate a complete document package, while built-in analysis checks accuracy, spelling, and consistency for attorney review. Branded questionnaires, uploads, and portal messages feed client details into drafting workflows. Templates are organized by state and county, with language and formatting tailored to each jurisdiction. Statular lists connections to Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; several other legal software integrations are marked as coming soon. Essentials costs $495 a month, billed monthly, and Growth costs $895 a month, billed monthly. A seven-day trial includes full feature access, unlimited document creation, and requires no credit card. Statular says client data is encrypted in transit and at rest, and its security program aligns with the SOC 2 Trust Services Criteria.
Who it suits
Statular is for licensed US estate planning attorneys and their authorized legal support staff, not for independent use by non-attorneys. It may suit firms that want to gather client information and prepare jurisdiction-specific estate planning documents in one workflow.
What it does well
- One client interview can generate a complete document package.
- Built-in analysis checks accuracy, spelling, and consistency.
- Templates are organized by state and county.
- Seven-day trial has full access and needs no card.
- Growth includes integrations and priority support.
What to know first
- Essentials covers one estate planning state.
- Essentials is limited to 30 matters monthly.
- Essentials includes only three deed pulls monthly.
- Not available for independent use by non-attorneys.
Limits
The seven-day trial includes full features and unlimited document creation. Essentials is limited to one state, 30 matters per month, three deed pulls per month, three e-signed engagement letters per month, and two users; Growth allows 60 matters, ten deed pulls, four users, and unlimited engagement-letter signing.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Estate Administration add-on | monthly · State-specific probate and trust administration workflows and forms · up to 3 new administration matters/month | $299 a month |
| Additional EP State add-on | monthly · Adds document generation for states beyond the primary jurisdiction | $299 a month |
| Statular Business add-on | monthly · Business documents for clients with small businesses and rental properties | $299 a month |
| Integrations add-on | monthly · For Essentials subscribers connecting Clio and Lawmatics; included with Growth | $49 a month |
| Essentials | monthly · 1 estate planning state · 3 deed pulls/month · 3 e-signed engagement letters/month · 2 users (1 attorney, 1 staff) · 30 matters/month | $495 a month |
| Growth | monthly · 4 users · 60 matters/month · 10 deed pulls/month · unlimited engagement letter e-signing · integrations included · priority support | $895 a month |
| Advanced | White-labeled client portal and emails · custom document packages · dedicated implementation and migration · custom integrations and import workflows · priority SLAs · firm-specific security protocols · additional user seats | On request |
As statular.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open Statular on the web
- Start the seven-day trial without entering a credit card
- Use branded questionnaires, uploads, and portal messages to collect client information
- Run a client interview to generate the estate-planning document package
- Select Essentials or Growth, or add listed options such as integrations or additional states
Verdict
Statular combines client intake, document generation, and review support for estate planning practices. Its stated eligibility restriction and Essentials plan limits are important to consider before choosing a plan.
Questions
How much does Statular cost?
Essentials costs $495 a month billed monthly. Growth costs $895 a month billed monthly; Advanced has no listed price.
Is there a free plan or trial?
There is no free plan. A seven-day trial provides full feature access, unlimited document creation, and requires no credit card.
Who can use Statular?
It is for licensed US estate-planning attorneys and their authorized legal support staff, not independent use by non-attorneys.
Which integrations are available?
Statular lists Clio and Lawmatics connections and webhooks for Zapier, n8n, and Make. MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon.
What jurisdictions does it support?
Templates are organized by state and county, with drafting language and formatting tailored to each jurisdiction. Essentials includes one estate-planning state.
How is client data protected?
Statular states that data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, using US-based AWS infrastructure. Its security program aligns with SOC 2 Trust Services Criteria, and multifactor authentication is available.
Facts from Statular's own pages
- AI data use
- Statular says AI is routed through AWS and Google Cloud and is never used for model training. · statular.com, 7 Oct 2026
- Client intake
- Branded client questionnaires, uploads, and portal messages feed client information into drafting workflows. · statular.com, 7 Oct 2026
- Document automation
- A single client interview can generate a complete estate planning document package. · statular.com, 7 Oct 2026
- Eligibility
- Statular is for licensed US estate planning attorneys and their authorized legal support staff, and is not available for independent use by non-attorneys. · statular.com, 7 Oct 2026
- Headquarters
- San Francisco, California, United States · statular.com, 28 Sept 2026
- Integrations
- The integrations page lists Clio and Lawmatics connections and webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon. · statular.com, 7 Oct 2026
- Jurisdiction support
- Templates are organized by state and county with drafting language and formatting tailored to each jurisdiction. · statular.com, 7 Oct 2026
- Notable limits
- Essentials includes one estate planning state, up to 30 matters per month, three deed pulls per month, and three e-signed engagement letters per month. · statular.com, 7 Oct 2026
- Purpose
- Statular provides estate planning attorneys with software to draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. · statular.com, 7 Oct 2026
- Quality assurance
- Built-in document analysis checks accuracy, spelling, and consistency to support attorney review. · statular.com, 7 Oct 2026
- Security
- Statular states that client data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, and that it uses US-based AWS infrastructure. · statular.com, 7 Oct 2026
- Security program
- Statular says its information security program is aligned to the SOC 2 Trust Services Criteria and that multi-factor authentication is available for attorney and client accounts. · statular.com, 7 Oct 2026
- Support
- Trial users receive access to a knowledge base, video tutorials, and email support, while paid plans include personalized onboarding. · statular.com, 7 Oct 2026
- Trial
- The seven-day trial includes full feature access, requires no credit card, and allows unlimited document creation. · statular.com, 7 Oct 2026
Where Statular stands on Freedom251
- Estate Planning Software#11 of 24
- Legal Client Portal Software#39 of 42