Convert more estate planning
clients. Work fewer
hours per matter.
LegalGEN was built specifically for estate planning attorneys. Every product — from digital intake to online trusts — is purpose-built for estate planning workflows, estate planning documents, and estate planning clients.
Every product built for estate planning attorneys
Digital Intake
Replace PDF forms with branded online intake clients actually complete. Includes estate planning, probate, and elder law intake flows.
Learn more →Online Wills & POAs
Compete with LegalZoom. Offer online attorney-supervised wills and POA packages using your templates and your brand.
Learn more →Online Trusts
Revocable living trust workflows automated from intake to document generation — using your trust templates.
Learn more →Young Adult Package
College POA bundles that drive referrals and naturally upgrade to full estate planning matters.
Learn more →AI Document Generation
AI that generates documents using your templates — your language, your clauses, your drafting standards.
Learn more →White-Label Platform
Your complete branded estate planning platform. Full white-label, all products, under your domain.
Learn more →"LegalGEN is the only platform I've found that was actually built for estate planning attorneys — not adapted from some generic legal document tool. The difference is obvious from the first demo."
Built for estate planning.
Not adapted for it.
Schedule a free 20-minute demo. We'll walk through the exact workflows for estate planning matters at your firm size.