Estateur Pro

Spec sheet

Purpose

Estateur Pro is a branded estate-planning workspace for attorneys and law firms covering drafting, client intake, portals, execution, payments, and firm tools.Read 1 Oct 2026 · estateur.com

API

The REST API is available only on the Firm plan, uses firm-scoped API keys, and allows up to 120 requests per minute per key.Read 1 Oct 2026 · estateur.com

Integrations

Connectors include Airtable, Notion, Asana, ClickUp, Trello, Linear, Monday.com, Slack, Discord, webhooks, Google Calendar, Stripe, and Clio-compatible CSV export.Read 1 Oct 2026 · estateur.com

Headquarters

Chicago, Illinois, United StatesRead 28 Sep 2026 · estateur.com

Attorney drafter

Its drafter offers guided interviews, attorney-direct clause control, joint and mirrored plans, trust options, live validation, and reusable defaults.Read 1 Oct 2026 · estateur.com

Data use

Estateur says it does not sell client data, market to clients, or use matters to solicit anyone, and documents can be exported.Read 1 Oct 2026 · estateur.com

Document catalog

The document library includes wills, revocable living trusts, pour-over wills, powers of attorney, healthcare documents, HIPAA authorizations, trust certificates, and property memoranda.Read 1 Oct 2026 · estateur.com

Encryption

Client contact details and uploaded documents are encrypted at rest with AES-256-GCM, while application traffic uses TLS and passwords use bcrypt hashes.Read 1 Oct 2026 · estateur.com

Jurisdiction coverage

The platform supports estate-plan drafting across all 50 states and the District of Columbia.Read 1 Oct 2026 · estateur.com

Professional responsibility

Estateur is software for licensed professionals, not a law firm, and the subscribing attorney remains the professional of record responsible for reviewing documents.Read 1 Oct 2026 · estateur.com

Security certifications

Estateur states that it has not obtained SOC 2 Type II, has not commissioned a third-party penetration test, and does not offer two-factor authentication today.Read 1 Oct 2026 · estateur.com

Signing

Client Service Agreements use Documenso e-signature, while estate-plan documents use notarization with remote online notarization where permitted and state-specific instructions elsewhere.Read 1 Oct 2026 · estateur.com

Support and onboarding

Signup, onboarding, and billing are self-service, with a setup wizard and in-app product tour and no sales call required.Read 1 Oct 2026 · estateur.com

Trust funding

A per-client trust-funding tracker records retitled assets and accounts with checklists and status.Read 1 Oct 2026 · estateur.com

White labeling

Firms can use their own name, logo, and colors across client portals, generated documents, emails, and notifications.Read 1 Oct 2026 · estateur.com

Plans and prices

Every Estateur Pro plan and price →

Where Specifiction places it

• Legal Client Portal Software#19 of 428.1