Smarter Estate Planning

Generate comprehensive estate planning documents with lightning speed.

Estate Genius

Spend More Time Working With Your Clients And Less Time Drafting Estate Planning Documents

Estate planning attorneys spend hours creating complex documentation for their clients, but that can leave little time for clients. That’s why we created Estate Genius™.

Estate Genius is a state-of-the-art software created to speed up estate planning document creation and eliminate errors.

Increase revenue by eliminating administrative tasks

Estate Genius eliminates your busy work, reducing the time it takes to generate forms from hours down to minutes. Increase your productivity so you can grow the revenue of your firm.

Increase revenue by eliminating administrative tasks
Leverage Best-of-Breed, Continually Updated Estate Planning Documents

Leverage Best-of-Breed, Continually Updated Estate Planning Documents

Our comprehensive and easily-personalized documents are the best in the field. We maintain a leading-edge suite of estate planning documents that offer clients sophistication, personalization, and flexibility. Our documents are continually updated, staying current with changes to state statutes, national legislation, and best practices.

Seamless and secure integration with legal practice management software

Estate Genius works in tandem with Rocket Matter to develop comprehensive estate planning documents online from client matters already in the system. Our estate planning process flags potential issues and best practices while providing improved-upon documents to address healthcare, powers of attorney, taxes, and disposition of assets.

Seamless and secure integration with legal practice management software
Reduce Document Errors

Reduce Document Errors

Estate Genius also provides a level of checks and balances, ensuring that what was entered is correct, eliminating back and forth editing of estate planning documents. Estate Genius dynamic and interactive suggestions provide premier client representation throughout the estate planning process.

Stop wasting your time with cumbersome, outdated estate planning software so you can start helping your clients secure their assets, legacy, and future.

Have your own forms?

Our estate planning forms are curated and reviewed by Estate Planning and Tax Law leaders. Schedule a demo to see why our forms are the best-of-breed.

Estate Genius Documents:

Client Information

  • Initial Client Interview
  • Engagement Letter
  • Referral Letter

Business and Legal Affairs

  • Durable Power of Attorney
  • Declaration of Domicile
  • Homestead Form (N/A)

Health Care Information

  • Health Care Advanced Directive
  • Notice of Preneed Guardian

Distribution

  • Last Will and Testament
  • Tangible Personal Property Memorandum
  • Simple Revocable Trust
  • Complex Revocable Trust
  • Irrevocable Trust
  • Trust Funding Instructions
  • Trust Certificate

Schedule Demo

See Estate Genius in Action!