The law firm OS for estate planners who hate drafting the same will twice.
Every tool your estate planning team touches, unified.
Your templates, your conditional logic. Intake feeds your document templates. Review, edit, e-sign — all inside the matter.
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Send a white-labeled intake link. Clients answer once; answers populate engagement letters, conflict checks, and document templates without re-entry.
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Chat with an agent that knows your playbook (charitable trusts, Crummey powers, generation-skipping). It drafts; you review. Drafts are grounded in your own templates and matter record.
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Clients sign wills, trusts, POAs, and funding letters inside the portal. No DocuSign surcharge.
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Retainers drawn down per matter, with trust ledgers and three-way reconciliation. IOLTA-ready reports and exportable records.
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Run conflicts against prior matters, including adverse parties and related beneficiaries. Flag relationships before drafting, not after.
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How a typical estate planning matter moves through LawAOS.
Client onboards themselves
Send the intake link. Guided intake captures assets, beneficiaries, and intentions. Run conflicts in one click. Engagement letter auto-generates for e-signature.
AI drafts, you review
The Drafting Agent assembles the will / trust / POA from your templates + the intake answers. You review the redline, edit what matters, skip the boilerplate.
Sign, store, schedule funding
Clients e-sign inside the portal. Funding steps (account retitling, deed recordation) scheduled as tasks with automated reminders.
Estate Planning firms ask us:
Stop losing billable hours to tool-switching.
Start with a seven-day trial on a published per-seat plan. Firm owners can manage their plan from billing settings.