The Drafting Platform for Estate Planning Attorneys

Solos and law firms trust Statular for comprehensive drafting and managing estate planning documents. Send client questionnaires, draft document packages, generate asset reports, and version control client drafts in one secure vault.

See Features

Secure, Comprehensive Tools for Estate Planning Attorneys

Drafting Workflows

Efficient, Secure Drafting

Draft wills, trusts, POAs, and other estate planning documents with ease.

Perfect Drafts

Quality assurance

Comprehensive analysis of estate planning documents for accuracy, spelling, consistency, and completeness.

Eliminate Data Entry

Send questionnaires

Send and sync client responses into your interview and drafts.

Client-Friendly

Delight your clients

Build lasting client relationships with seamless onboarding, secure document sharing, and a firm-specific portal.

Protect Assets

Asset Protection Strategies

Safeguard your clients' wealth with advanced modeling to analyze, track, and model your clients' assets.

Documents

Our platform helps estate planning firms securely create and manage documents. Please contact us for a demo or for sample documents.

See full list of documents

Individual Revocable Living Trust

Joint Revocable Living Trust

Supplemental Needs Trust

Reciprocal Trusts

QTIP Trust

Discretionary Trust

Unitrust

AB Trust

Asset Protection Strategies

Declaration of Trust

Certification of Trust

Assignment of Personal Property

Pour-over Will

Final Disposition

Durable Power of Attorney (Short)

Durable Power of Attorney (Long)

Minor's POA

Advance Health Care Directive

Hospital Visitation Authorization

Dementia Directive

HIPAA Waiver

Bank Letter

Grant Deed

Quitclaim Deed

Preliminary Change of Ownership Report (PCOR)

Asset Schedules

Nomination of Guardian

Client-Friendly Summary

Trust Flow Diagram

Affidavit — Death of a Joint Tenant

Affidavit — Surviving Spouse or Domestic Partner

Affidavit — Death of Trustee

Affidavit — Death of Transferor

Transfer on Death (TOD) Deed

Gun Trust

Pet Trust

Everything you need

The Secure Estate Planning Vault

Efficiently create estate planning documents for both standard and complex plans using your language, scenarios, and customization tools.

Trusted, Secure Estate Planning Software

Schedule a demo to see how Statular delivers industry-leading security and best-in-class efficiency for attorneys and their clients.

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Frequently Asked Questions

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