For solo & small-firm estate planning attorneys

Draft the plan. Run the practice. $49/mo.

AI will & trust drafting, IOLTA trust accounting, flat-fee billing and a client portal — everything a solo estate planning attorney needs, in one app. Not $500/mo and four logins.

14-day free trial · No credit card · Cancel anytime

Last Will & Testament Revocable Living Trust Durable Power of Attorney Healthcare Directive / Living Will Engagement / fee agreement Trust funding letters

Built for the work

Everything an estate planning practice runs on

AI will & trust drafting

Describe the estate plan in plain English and get a solid first draft of the will, RLT, POA or directive in seconds. Review, tweak, send.

IOLTA trust accounting

Native client trust ledgers with no-overdraw protection and an audit trail — built for retainers and estate funds, not bolted on.

Matters & documents

Every will, trust and client file connected in one place. Deadlines, documents and notes where you expect them.

Time & flat-fee billing

One-click timers and flat-fee invoicing — estate planning is rarely hourly, and ContractKit bills the way you actually work.

Client portal + e-sign

Clients review their plan, sign, and pay in one secure place. Same-day signing instead of three-day email chains.

Conflict checks

Run a conflict check before you open the matter — across every client and beneficiary in your book.

One app instead of four

Replace the $600/mo stack

WealthCounsel
Document drafting
~$500/mo
Clio + Draft
Practice + templates
$49/user + add-ons
DocuSign
E-signature
$75–$450/mo
QuickBooks + spreadsheet
Trust / IOLTA
$30+/mo + risk

ContractKit does all of it for $49/mo flat. See ContractKit vs WealthCounsel →

FAQ

Questions estate planners ask

Is the trust accounting IOLTA-compliant?

Yes. ContractKit keeps separate client trust ledgers, blocks overdrawing a client's balance, and records an audit trail you can export for your bar's trust reporting.

Can the AI draft wills and trusts, or just simple contracts?

It drafts full estate planning documents — wills, revocable living trusts, powers of attorney, healthcare directives and engagement letters — from a plain-English description. You always review and finalize before sending.

Do I have to move off WealthCounsel or Clio right away?

No. Start a 14-day free trial, draft a few plans, and import clients by CSV when you're ready. No annual contract, cancel any time.

How much is it?

$49/mo flat for a solo attorney — drafting, IOLTA, billing and the client portal all included. No per-user pricing, no add-ons.

Your estate planning practice, in one app

14 days free. No credit card. Draft your first will or trust today.

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