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On the recordRead 9 Oct 202614 facts
Estate Engine
Plans and prices
Pay as you go
$50usage-based
No monthly commitment
Read 9 Oct 2026 · estate-engine.com
Starter
$200a month
5 drafts included · $40 per additional draft · Best for 5-9 estate plans per month
Read 9 Oct 2026 · estate-engine.com
Growth
$420a month
12 drafts included · $35 per additional draft · Best for 10-16 estate plans per month
Read 9 Oct 2026 · estate-engine.com
Scale
$597.50a month
20 drafts included · $30 per additional draft · Best for 17+ estate plans per month
Read 9 Oct 2026 · estate-engine.com
On the record
- Branding
- Firms can add their logo, select a font, and match their colors in the client intake experience.estate-engine.com · read 9 Oct 2026
- Data use
- The service agreement says Estate Engine will not sell Customer Data or use it to train AI or machine-learning models.estate-engine.com · read 9 Oct 2026
- Drafting
- The platform generates deterministic drafts from attorney-approved templates and does not use generative AI to draft documents.estate-engine.com · read 9 Oct 2026
- Intake
- Its customizable intake builder supports dynamic logic, private links, auto-save, and reminder emails.estate-engine.com · read 9 Oct 2026
- Integrations
- Integrations with legal CRM, billing, and scheduling tools are described as coming soon.estate-engine.com · read 9 Oct 2026
- Maker
- The service agreement identifies the maker as Estate Engine, LLC, a Utah limited liability company.estate-engine.com · read 9 Oct 2026
- Onboarding
- The homepage says users can begin sending intake links in minutes with default materials and can request help setting up customizations.estate-engine.com · read 9 Oct 2026
- Origin
- The maker's story says Justin Cutler approached Jake in 2025 to adapt software originally built for Turbo Wills for attorneys nationwide.estate-engine.com · read 9 Oct 2026
- Product
- Estate Engine automates client intake and estate-plan drafting in one workspace for solo and small-firm attorneys.estate-engine.com · read 9 Oct 2026
- Security
- The service agreement says Customer Data is encrypted in transit and at rest, with authentication and authorization controls for data and generated documents.estate-engine.com · read 9 Oct 2026
- Support and availability
- The service agreement says technical support may be provided through channels and during hours Estate Engine establishes, and does not promise a specific uptime or support-response time.estate-engine.com · read 9 Oct 2026
- Templates
- Attorneys can upload Word documents or use editable state-specific templates for trusts, trust certificates, wills, financial powers of attorney, and health care directives.estate-engine.com · read 9 Oct 2026
- Trial
- The free trial requires no credit card and allows unlimited tests; the page does not state a trial duration.estate-engine.com · read 9 Oct 2026
- U.S. coverage
- The homepage says Estate Engine works in any U.S. jurisdiction and offers state-specific templates or customization for a firm's documents.estate-engine.com · read 9 Oct 2026
