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SPECIFICTION
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Statular

statular.com

From $49/mo Free trial Web
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Spec score 7.6 #15 of 24 in Estate Planning Software

What it is

Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff. It helps draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. A client interview can produce a complete document package, while built-in analysis checks accuracy, spelling, and consistency to support attorney review. Branded questionnaires, uploads, and portal messages feed client information into drafting workflows. Templates are organized by state and county, with language and formatting tailored to each jurisdiction. The listed integrations are Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked as coming soon. Essentials costs $495 a month, billed monthly, and includes one state, up to 30 matters, two users, three deed pulls, and three e-signed engagement letters each month. Growth costs $895 a month, billed monthly, and includes four users, 60 matters, ten deed pulls, unlimited engagement-letter e-signing, integrations, and priority support. A seven-day trial includes full feature access and unlimited document creation without requiring a credit card. Non-attorneys cannot use the service independently.

Spec sheet

Purpose
Statular provides estate planning attorneys with software to draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents.Read 7 Oct 2026 · statular.com
Trial
The seven-day trial includes full feature access, requires no credit card, and allows unlimited document creation.Read 7 Oct 2026 · statular.com
Integrations
The integrations page lists Clio and Lawmatics connections and webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon.Read 7 Oct 2026 · statular.com
Security
Statular states that client data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, and that it uses US-based AWS infrastructure.Read 7 Oct 2026 · statular.com
Support
Trial users receive access to a knowledge base, video tutorials, and email support, while paid plans include personalized onboarding.Read 7 Oct 2026 · statular.com
Headquarters
San Francisco, California, United StatesRead 28 Sep 2026 · statular.com
AI data use
Statular says AI is routed through AWS and Google Cloud and is never used for model training.Read 7 Oct 2026 · statular.com
Client intake
Branded client questionnaires, uploads, and portal messages feed client information into drafting workflows.Read 7 Oct 2026 · statular.com
Document automation
A single client interview can generate a complete estate planning document package.Read 7 Oct 2026 · statular.com
Eligibility
Statular is for licensed US estate planning attorneys and their authorized legal support staff, and is not available for independent use by non-attorneys.Read 7 Oct 2026 · statular.com
Jurisdiction support
Templates are organized by state and county with drafting language and formatting tailored to each jurisdiction.Read 7 Oct 2026 · statular.com
Notable limits
Essentials includes one estate planning state, up to 30 matters per month, three deed pulls per month, and three e-signed engagement letters per month.Read 7 Oct 2026 · statular.com
Quality assurance
Built-in document analysis checks accuracy, spelling, and consistency to support attorney review.Read 7 Oct 2026 · statular.com
Security program
Statular says its information security program is aligned to the SOC 2 Trust Services Criteria and that multi-factor authentication is available for attorney and client accounts.Read 7 Oct 2026 · statular.com

Plans and prices

Integrations add-on $49 a month monthly For Essentials subscribers connecting Clio and Lawmatics; included with Growth Read 7 Oct 2026 · statular.com
Additional EP State add-on $299 a month monthly Adds document generation for states beyond the primary jurisdiction Read 7 Oct 2026 · statular.com
Estate Administration add-on $299 a month monthly State-specific probate and trust administration workflows and forms · up to 3 new administration matters/month Read 7 Oct 2026 · statular.com
Statular Business add-on $299 a month monthly Business documents for clients with small businesses and rental properties Read 7 Oct 2026 · statular.com
Essentials $495 a month monthly 1 estate planning state · 3 deed pulls/month · 3 e-signed engagement letters/month · 2 users (1 attorney, 1 staff) · 30 matters/month Read 7 Oct 2026 · statular.com
Growth $895 a month monthly 4 users · 60 matters/month · 10 deed pulls/month · unlimited engagement letter e-signing · integrations included · priority support Read 7 Oct 2026 · statular.com
Advanced Priced on request White-labeled client portal and emails · custom document packages · dedicated implementation and migration · custom integrations and import workflows · priority SLAs · firm-specific security protocols · additional user seats Read 7 Oct 2026 · statular.com

Every Statular plan and price →

Strong points and limits

Strong points

  • One interview can generate a complete document package.
  • Templates are tailored by state and county.
  • Built-in analysis checks accuracy, spelling, and consistency.
  • Seven-day trial includes unlimited document creation.
  • Client data encryption is described for transit and storage.

Limits

  • Essentials covers one estate-planning state.
  • Essentials allows up to 30 matters per month.
  • Private use by non-attorneys is not available.
  • Essentials costs $495 a month, billed monthly.

Who it suits

Statular is for licensed US estate-planning attorneys and their authorized legal support staff who draft and manage estate-planning documents. It is not available for independent use by non-attorneys.

Verdict

Statular combines client intake, document generation, and review checks for estate-planning practices. Essentials and Growth have stated monthly prices and usage limits; the seven-day trial offers full feature access without a credit card.

Where Specifiction places it

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