Estate Planning Documents
Done Right, Done Fast
Generate trusts, wills, and estate planning documents quickly. State-compliant templates built for agents who value their time.
Clients can self-generate; firms can join for review. SOC 2 controls throughout.
12,400+
Docs generated
68%
Time saved
72
Client NPS
Estate Vault preview
Client + agent workspace
Intake progress, draft status, and delivery milestones in one place.
Intake
On track
Drafting
On track
Agent review
On track
Client delivery
On track
Compliance-first controls
Policy guardrails, jurisdictional nuance, and human-in-the-loop review keep work product consistent.
Client-grade experience
A branded portal, clear milestones, and status transparency modeled after leading wealth platforms.
Shared canvas
Clients and firms see the same canvas and conversation thread for every document, including Full Trust drafts.
Platform pillars
Built for the way modern firms operate
Borrowing the clarity of WealthCounsel and the approachability of GetSnug, Estate Vault keeps every step aligned with firm policy while giving clients a delightful, guided experience—including self-serve drafting and optional firm review.
Adaptive intake
Dynamic branching intake that captures family, assets, and preferences without paralegal back-and-forth.
Client-led drafting
Clients can complete intake and generate documents without waiting on the firm, then invite agents when they want review.
Draft-quality automation
Policy-backed templates tuned for estate, trust, and deed work—ready for agent review, not first drafts.
Firm command center
Centralize matters, approvals, and delivery. Keep clients, paralegals, and partners on the same track.
Workflow
From intake to delivery without handoffs
A guided, consistent journey that mirrors how your best teams already work—just faster.
Intake without friction
Auto-draft with guardrails
Deliver with confidence
Security and control
Enterprise-grade safeguards modeled after the expectations of top-tier wealth platforms.
Client experience
A polished portal with clear milestones and proactive updates clients expect from modern products.
Resources
Launch with confidence
Get the same enablement kits we use to onboard firms quickly—built by agents, operators, and engineers.
Estate templates library
Agent-authored starting points for wills, trusts, deeds, and ancillary filings.
Implementation checklist
Everything needed to launch Estate Vault across partners, staff, and client communications in two weeks.
Security + compliance pack
SOC 2 controls overview, data handling, and role-based access defaults for firm IT.
Next steps
Ready to see your matters run on Estate Vault?
Schedule a 30-minute session with our solutions team. We will map your intake, configure templates, and share a go-live plan tailored to your firm.
What we cover
A concise agenda so partners, staff, and IT walk away aligned.