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Statular
San Francisco, California, United States
What it is
Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff. It helps draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. A single client interview can generate a complete document package, while built-in analysis checks accuracy, spelling, and consistency for attorney review. Branded questionnaires, uploads, and portal messages feed information into drafting workflows. Templates are organized by state and county, with jurisdiction-specific language and formatting. Integrations include Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon. Essentials costs $495 a month and includes one state, two users, and 30 matters monthly. Growth costs $895 a month with four users and 60 matters. A seven-day trial provides full access, unlimited document creation, and requires no credit card. Statular states that data uses TLS 1.2 or higher in transit and AES-256 at rest.
For and against
For
- Generates document packages from one interview
- Checks documents for accuracy and consistency
- Uses state and county templates
- Offers Clio and Lawmatics integrations
- Seven-day trial needs no credit card
Against
- Essentials covers one estate-planning state
- Essentials limits matters to 30 monthly
- Starting price is $495 monthly
- Non-attorneys cannot use it independently
The verdict
Statular combines client intake, document generation, jurisdiction-specific templates, and review checks for estate-planning practices. Its eligibility rules, monthly matter limits, and state coverage should be matched to a firm’s workload.
Who it suits
It is for licensed US estate-planning attorneys and their authorized legal support staff. It is not available for independent use by non-attorneys.
Plans and prices
Integrations add-on
For Essentials subscribers connecting Clio and Lawmatics; included with Growth
Read 7 Oct 2026 · statular.com
Estate Administration add-on
State-specific probate and trust administration workflows and forms · up to 3 new administration matters/month
Read 7 Oct 2026 · statular.com
Additional EP State add-on
Adds document generation for states beyond the primary jurisdiction
Read 7 Oct 2026 · statular.com
Statular Business add-on
Business documents for clients with small businesses and rental properties
Read 7 Oct 2026 · statular.com
Essentials
1 estate planning state · 3 deed pulls/month · 3 e-signed engagement letters/month · 2 users (1 attorney, 1 staff)
Read 7 Oct 2026 · statular.com
Growth
4 users · 60 matters/month · 10 deed pulls/month · unlimited engagement letter e-signing
Read 7 Oct 2026 · statular.com
Advanced
White-labeled client portal and emails · custom document packages · dedicated implementation and migration · custom integrations and import workflows
Read 7 Oct 2026 · statular.com
On the record
- AI data use
- Statular says AI is routed through AWS and Google Cloud and is never used for model training.statular.com · read 7 Oct 2026
- Client intake
- Branded client questionnaires, uploads, and portal messages feed client information into drafting workflows.statular.com · read 7 Oct 2026
- Document automation
- A single client interview can generate a complete estate planning document package.statular.com · read 7 Oct 2026
- Eligibility
- Statular is for licensed US estate planning attorneys and their authorized legal support staff, and is not available for independent use by non-attorneys.statular.com · read 7 Oct 2026
- Integrations
- The integrations page lists Clio and Lawmatics connections and webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon.statular.com · read 7 Oct 2026
- Jurisdiction support
- Templates are organized by state and county with drafting language and formatting tailored to each jurisdiction.statular.com · read 7 Oct 2026
- Notable limits
- Essentials includes one estate planning state, up to 30 matters per month, three deed pulls per month, and three e-signed engagement letters per month.statular.com · read 7 Oct 2026
- Purpose
- Statular provides estate planning attorneys with software to draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents.statular.com · read 7 Oct 2026
- Quality assurance
- Built-in document analysis checks accuracy, spelling, and consistency to support attorney review.statular.com · read 7 Oct 2026
- Security
- Statular states that client data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, and that it uses US-based AWS infrastructure.statular.com · read 7 Oct 2026
- Security program
- Statular says its information security program is aligned to the SOC 2 Trust Services Criteria and that multi-factor authentication is available for attorney and client accounts.statular.com · read 7 Oct 2026
- Support
- Trial users receive access to a knowledge base, video tutorials, and email support, while paid plans include personalized onboarding.statular.com · read 7 Oct 2026
- Trial
- The seven-day trial includes full feature access, requires no credit card, and allows unlimited document creation.statular.com · read 7 Oct 2026
