On the recordRead 8 Oct 202612 facts
LegalGEN
Plans and prices
Online Will package
$29one-time
Pay-per-converted-client pricing; packages vary
Read 8 Oct 2026 · legalgen.com
Trust package
$49one-time
Pay-per-converted-client pricing
Read 8 Oct 2026 · legalgen.com
Smart Intake
$99a month
Unlimited client intake sessions · email and chat support
Read 8 Oct 2026 · legalgen.com
Smart Estate Planning
$275a month
Online wills · powers of attorney and advance directives · revocable living trusts · AI document generation using your templates
Read 8 Oct 2026 · legalgen.com
White Label Platform
$500a month
Based on firm size and volume · API access · dedicated implementation team · ongoing operational support and SLA
Read 8 Oct 2026 · legalgen.com
On the record
- About
- LegalGEN identifies Enrico Linscheer as Founder and CEO and Maria Chen as Co-Founder and CTO; the About page does not state a founding year or headquarters.legalgen.com · read 8 Oct 2026
- Attorney review
- LegalGEN says every generated document is reviewed and approved by a licensed attorney, who retains legal judgment and responsibility.legalgen.com · read 8 Oct 2026
- Commitment
- The pricing page says Digital Intake and Online Will & Trust have no long-term contracts and can be canceled anytime; all plans include a 30-day money-back guarantee.legalgen.com · read 8 Oct 2026
- Document drafting
- Smart Estate Planning generates wills, powers of attorney, advance directives, and revocable living trusts using the firm's own templates.legalgen.com · read 8 Oct 2026
- Intake
- Smart Intake provides mobile-friendly online questionnaires, an attorney-branded client portal, AI-powered data organization, and real-time attorney notifications.legalgen.com · read 8 Oct 2026
- Integrations
- LegalGEN lists native integrations with Clio, MyCase, and WealthCounsel, and offers REST API access on White Label or as an add-on for Online Will & Trust subscribers.legalgen.com · read 8 Oct 2026
- Limits
- LegalGEN says it is available to estate planning attorneys in all 50 US states, with document templates customized to state requirements during onboarding.legalgen.com · read 8 Oct 2026
- Payments
- Clients can pay online during the intake workflow, and LegalGEN says it uses Stripe to process payments directly to the firm's bank account.legalgen.com · read 8 Oct 2026
- Purpose
- LegalGEN is an attorney-branded AI platform for estate planning law firms that uses each firm's documents, templates, workflows, and brand to automate estate planning.legalgen.com · read 8 Oct 2026
- Support
- Smart Intake includes email and chat support; Smart Estate Planning includes priority support and an onboarding call.legalgen.com · read 8 Oct 2026
- White-label support
- White Label includes a dedicated implementation team and ongoing operational support with an SLA.legalgen.com · read 8 Oct 2026
- Who it serves
- The platform is designed for estate planning attorneys, with White Label also aimed at established firms, legal plan providers, and multi-state firms.legalgen.com · read 8 Oct 2026
