Skip to content
SPECIFICTION
Get listed

Estate Engine

estate-engine.com

From $200/mo Free trial Web
Visit estate-engine.com
Spec score 8.0 #10 of 31 in Legal Document Automation Software

Spec sheet

Product
Estate Engine automates client intake and estate-plan drafting in one workspace for solo and small-firm attorneys.Read 9 Oct 2026 · estate-engine.com
Trial
The free trial requires no credit card and allows unlimited tests; the page does not state a trial duration.Read 9 Oct 2026 · estate-engine.com
Integrations
Integrations with legal CRM, billing, and scheduling tools are described as coming soon.Read 9 Oct 2026 · estate-engine.com
Security
The service agreement says Customer Data is encrypted in transit and at rest, with authentication and authorization controls for data and generated documents.Read 9 Oct 2026 · estate-engine.com
Maker
The service agreement identifies the maker as Estate Engine, LLC, a Utah limited liability company.Read 9 Oct 2026 · estate-engine.com
Branding
Firms can add their logo, select a font, and match their colors in the client intake experience.Read 9 Oct 2026 · estate-engine.com
Data use
The service agreement says Estate Engine will not sell Customer Data or use it to train AI or machine-learning models.Read 9 Oct 2026 · estate-engine.com
Drafting
The platform generates deterministic drafts from attorney-approved templates and does not use generative AI to draft documents.Read 9 Oct 2026 · estate-engine.com
Intake
Its customizable intake builder supports dynamic logic, private links, auto-save, and reminder emails.Read 9 Oct 2026 · estate-engine.com
Onboarding
The homepage says users can begin sending intake links in minutes with default materials and can request help setting up customizations.Read 9 Oct 2026 · estate-engine.com
Origin
The maker's story says Justin Cutler approached Jake in 2025 to adapt software originally built for Turbo Wills for attorneys nationwide.Read 9 Oct 2026 · estate-engine.com
Support and availability
The service agreement says technical support may be provided through channels and during hours Estate Engine establishes, and does not promise a specific uptime or support-response time.Read 9 Oct 2026 · estate-engine.com
Templates
Attorneys can upload Word documents or use editable state-specific templates for trusts, trust certificates, wills, financial powers of attorney, and health care directives.Read 9 Oct 2026 · estate-engine.com
U.S. coverage
The homepage says Estate Engine works in any U.S. jurisdiction and offers state-specific templates or customization for a firm's documents.Read 9 Oct 2026 · estate-engine.com

Plans and prices

Pay as you go $50, paid once $50 / plan generated; billed when a client completes intake and their draft is generated No monthly commitment Read 9 Oct 2026 · estate-engine.com
Starter $200 a month $200 / month 5 drafts included · $40 per additional draft · Best for 5-9 estate plans per month Read 9 Oct 2026 · estate-engine.com
Growth $420 a month $420 / month 12 drafts included · $35 per additional draft · Best for 10-16 estate plans per month Read 9 Oct 2026 · estate-engine.com
Scale $597.50 a month $597.50 / month 20 drafts included · $30 per additional draft · Best for 17+ estate plans per month Read 9 Oct 2026 · estate-engine.com

Every Estate Engine plan and price →

Where Specifiction places it

Alternatives to Estate EngineAll alternatives →