Smart Estate Planning — Most Popular

The core of LegalGEN—turn your firm's expertise into an automated, branded estate planning practice.

What it does

Smart Estate Planning combines attorney-branded client intake with AI document drafting. Clients complete their information online while LegalGEN automatically drafts your estate planning documents using your firm's templates, language, and workflows—saving 5+ hours per matter.

What's included

• Attorney-branded Wills & Trusts experience
• Automated document drafting
• AI-powered attorney dashboard
• Pre-configured attorney marketing pages & brochures
• Automated document updates
• Email & SMS notifications
• Client management portal
• Payment merchant integrations & discount codes
• Reporting

Built on your intellectual property

The AI learns from your templates and language—not generic forms. Clients always interact with your brand, never LegalGEN. With no license restrictions, you keep your system, your IP, and your client relationships. This is why Smart Estate Planning is our most popular solution.