Estatewerx provides an AI‑native system of record for modern estate planning firms, consolidating client intake, document drafting, administration, collaboration, and execution into a single platform. The solution uses artificial intelligence to organize client‑provided data, generate trust documents from firm templates while preserving the attorney’s voice, and streamline case management with searchable knowledge across the practice. This reduces manual data entry, speeds up drafting, and improves client engagement throughout the estate planning process.
Funding
Funding not disclosed
Founders
Product
Problem
Estate planning firms often manage client information, trust drafts, and ongoing administration using disparate tools and manual data entry, leading to fragmented knowledge, inefficient onboarding, and limited client engagement with their plans.
Solution
Estatewerx offers an AI‑native system of record that unifies intake, drafting, administration, collaboration, and execution within a single platform. Clients and attorneys can upload or dictate information, which the AI organizes and structures for easy review. The platform leverages firm‑specific or built‑in templates to draft trusts, preserving the firm’s voice while reducing repetitive drafting work. A secure shared vault and client portal provide a living, visual representation of the trust that clients can explore and query, fostering ongoing interaction. Integrated AI assistance, trained on estate law, supports attorneys in decision‑making without replacing legal judgment.
Target Audience
Primary customers are estate planning law firms and boutique practices that need an integrated, AI‑enhanced platform to streamline client onboarding, document creation, and ongoing plan management.
Features
- Unified dashboard for case prioritization, intake tracking, and workflow management
- AI‑driven data intake that parses uploaded documents or voice recordings into structured client profiles
- Automated trust drafting using customizable templates with AI that learns and maintains the firm’s stylistic preferences
- Secure, shared vault for people, assets, and documents accessible by both attorneys and clients
- Interactive client portal offering a visual, queryable trust model for continuous client engagement
- Built‑in AI assistant that provides estate‑law insights and suggestions to support attorney workflow