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Estate Planning Tool — Smart Pricing

Automate more. Earn more. Each plan includes branded smart forms, custom documents, real-time AI intake, and unlimited generation—no tech headaches, just more revenue.

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Choose the right plan for your Firm

Start small then go big. Eliminate price concerns with LegalGEN — an affordable estate planning software with comprehensive features and flexible pricing options.

LegalGEN TrailPro

See how LegalGEN works for your firm — no pressure, no payment.

$0/mo
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What's included
  • Landing/Login/Registration pages
  • Branded Questionnaire Forms/Iframe
  • Answer Form/File Exportation
  • Secure Login with Database Driven Data
  • Payment Gateway API (LawPay)
  • Attorney Dashboard (Portal)
  • Client/Admin Notifications
  • Fully Mapped Document Generation
  • Will & Testament
  • POA’s (Medical & Financial)
  • Custom Payment API & Pricing Options
  • Customized Questionnaire
  • Enhanced Attorney Dashboard
  • Configurable Client Descriptions
  • Revocable Trust Document Mapping
  • Revocable Trust Ancillary Documents
  • Pour Over Will
  • Marital Deduction Trust Documents
  • Outright Documents
  • Two additional Ancillary documents
  • Additional Trust Document Mapping
  • Asset Protection Trust
  • Trust Deed
  • Trust Funding
  • Unlimited Ancillary Documents
  • A La Carte Options (Wealth Docx API)
LegalGEN Smartintake

Ditch the PDFs. Go digital. Get organized.

$99/mo
Get started
What's included
  • Landing/Login/Registration pages
  • Branded Questionnaire Forms/Iframe
  • Answer Form/File Exportation
  • Secure Login with Database Driven Data
  • Payment Gateway API (LawPay)
  • Attorney Dashboard (Portal)
  • Client/Admin Notifications
  • Fully Mapped Document Generation
  • Will & Testament
  • POA’s (Medical & Financial)
  • Custom Payment API & Pricing Options
  • Customized Questionnaire
  • Enhanced Attorney Dashboard
  • Configurable Client Descriptions
  • Revocable Trust Document Mapping
  • Revocable Trust Ancillary Documents
  • Pour Over Will
  • Marital Deduction Trust Documents
  • Outright Documents
  • Two additional Ancillary documents
  • Additional Trust Document Mapping
  • Asset Protection Trust
  • Trust Deed
  • Trust Funding
  • Unlimited Ancillary Documents
  • A La Carte Options (Wealth Docx API)
Most popular
LegalGEN Smartplan

Your Branded Estate Planning Tool Smart Questionnaires. Custom Documents. New Revenue.

$275/mo
Get started
What's included
  • Landing/Login/Registration pages
  • Branded Questionnaire Forms/Iframe
  • Answer Form/File Exportation
  • Secure Login with Database Driven Data
  • Payment Gateway API (LawPay)
  • Attorney Dashboard (Portal)
  • Client/Admin Notifications
  • Fully Mapped Document Generation
  • Will & Testament
  • POA’s (Medical & Financial)
  • Custom Payment API & Pricing Options
  • Customized Questionnaire
  • Enhanced Attorney Dashboard
  • Configurable Client Descriptions
  • Revocable Trust Document Mapping
  • Revocable Trust Ancillary Documents
  • Pour Over Will
  • Marital Deduction Trust Documents
  • Outright Documents
  • Two additional Ancillary documents
  • Additional Trust Document Mapping
  • Asset Protection Trust
  • Trust Deed
  • Trust Funding
  • Unlimited Ancillary Documents
  • A La Carte Options (Wealth Docx API)
LegalGEN Platinum Suite

Your entire practice. Automated. Branded. Scalable.

TBD
Get started
What's included
  • Landing/Login/Registration pages
  • Branded Questionnaire Forms/Iframe
  • Answer Form/File Exportation
  • Secure Login with Database Driven Data
  • Payment Gateway API (LawPay)
  • Attorney Dashboard (Portal)
  • Client/Admin Notifications
  • Fully Mapped Document Generation
  • Will & Testament
  • POA’s (Medical & Financial)
  • Custom Payment API & Pricing Options
  • Customized Questionnaire
  • Enhanced Attorney Dashboard
  • Configurable Client Descriptions
  • Revocable Trust Document Mapping
  • Revocable Trust Ancillary Documents
  • Pour Over Will
  • Marital Deduction Trust Documents
  • Outright Documents
  • Two additional Ancillary documents
  • Additional Trust Document Mapping
  • Asset Protection Trust
  • Trust Deed
  • Trust Funding
  • Unlimited Ancillary Documents
  • A La Carte Options (Wealth Docx API)

Ready to grow your estate planning practice?

Branded smart forms, custom documents, and real-time AI intake — no tech headaches, just more revenue.

Get Started