Estate administration, finally made simple.
Draft documents, run searches, and manage estates — all from one platform built for attorneys.
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Trusted by firms and financial institutions
From drafting the first will to closing out an estate — EstatelyDocs keeps your firm moving.
Generate wills, trusts, deeds, POAs, and directives — pre-filled from intake data.
Automate probate documents and track 120+ post-death tasks per estate.
Log every account, property, and debt with valuations across each estate.
Track 50+ financial searches with real-time status across institutions.
Start matters by manual entry or upload an intake PDF — AI extracts and maps the fields.
Browse a searchable library of licensed forms and reusable modular clauses.
Practice notes, state-law surveys, checklists, and worksheets for your jurisdiction.
Two-way sync of matters, tasks, and documents with your Clio account.
From first intake to final filing in three steps.
Enter client details manually or upload an intake PDF — our AI reads it and pre-fills the matter.
Generate estate documents from templates, track assets and liabilities, and run discovery searches.
Two-way Clio Manage sync keeps matters, tasks, and documents aligned — then close the estate with confidence.
Whether you're a solo practitioner or a growing firm, there's a plan for how you work.