Simplify Estate Planning. Protect What Matters Most.
Estate.Studio’s AI-powered platform simplifies estate planning for professionals, offering real-time risk analysis, automated client discovery, and comprehensive estate reports—everything you need to ensure your clients’ legacy is secure.
Simplify Estate Planning. Protect What Matters Most.
Estate.Studio’s AI-powered platform simplifies estate planning for professionals, offering real-time risk analysis, automated client discovery, and comprehensive estate reports—everything you need to ensure your clients’ legacy is secure.
Get Your Ideal Clients
Attract New Business With Ease
Invite clients and prospects to the RateMyEstate™ assessment.
RateMyEstate™ identifies estate planning vulnerabilities, creates a risk profile, and provides an estate planning score — like a credit score for estate planning.
Your clients will receive a downloadable report with actionable insights.
Get Your Ideal Clients
Attract New Business With Ease
Invite clients and prospects to the RateMyEstate™ assessment.
RateMyEstate™ identifies estate planning vulnerabilities, creates a risk profile, and provides an estate planning score — like a credit score for estate planning.
Your clients will receive a downloadable report with actionable insights.
Engage With Your Ideal Clients
Elevate Client Discovery and Increase Satisfaction
Supercharge your discovery process with the RateMyEstate™ Pro Report.
This report includes a detailed client summary, AI-powered issue spotting, and all the assessment data, equipping you to have more meaningful, impactful conversations faster.
Estate planning professionals save ~1 hour per client onboarding.
Engage With Your Ideal Clients
Elevate Client Discovery and Increase Satisfaction
Supercharge your discovery process with the RateMyEstate™ Pro Report.
This report includes a detailed client summary, AI-powered issue spotting, and all the assessment data, equipping you to have more meaningful, impactful conversations faster.
Estate planning professionals save ~1 hour per client onboarding.
Ditch Static, One-Time Data
Stay Ahead with Continuous Client Data and Risk Monitoring
Most estate planning tools rely on one-time data collection — but life changes fast, and so should your data.
With Estate.Studio, your clients gain access to a secure planning portal where they can share real-time updates with you, loved ones, and trusted contacts.
This enables proactive planning and makes re-engagement effortless, ensuring you stay aligned with your clients’ evolving needs.
Seamlessly Integrate With Your Existing Workflow
Estate.Studio Works With the Tools You Already Use
No need to change the way you work. Estate.Studio connects effortlessly with your favorite software through Zapier, integrating with Clio, Lawmatics, DecisionVault, HubSpot, and more.
(WealthCounsel coming soon)
With everything connected and in sync, you can focus on meaningful client interactions while the technology handles the rest.
Seamlessly Integrate With Your Existing Workflow
Estate.Studio Works With the Tools You Already Use
No need to change the way you work. Estate.Studio connects effortlessly with your favorite software through Zapier, integrating with Clio, Lawmatics, DecisionVault, HubSpot, and more.
(WealthCounsel coming soon)
With everything connected and in sync, you can focus on meaningful client interactions while the technology handles the rest.
What does this mean to you?
Solutions for Your Firm's Most Pressing Challenges
Craft a seamless, interactive client acquisition and retention process that effortlessly integrates into your practice—elevating client relationships while being powered by your expert advice.
AI-Powered Risk Analysis
With our proprietary RateMyEstate®, Estate.Studio generates comprehensive estate health reports, identifying key risks in areas like asset protection, tax planning, and compliance. Get clear, actionable insights at a glance.
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Automated Client Discovery
Collecting client data is time-consuming. Estate.Studio automates the process, organizing all essential information and highlighting critical details you need for effective planning.
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Seamless Collaboration
Share real-time data with clients and other professionals securely.
From Estate Planning attorneys to financial advisors, Estate.Studio keeps everyone on the same page, enhancing communication and transparency.
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Real-Time Data
Stay connected with instant access to real-time client data, empowering you to make faster, informed decisions. Estate.Studio keeps you up-to-date, enabling seamless collaboration and timely, expert advice.
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You're In Good Company
Estate Planning Attorneys Putting Their Faith Into Estate.Studio
Join the growing number of Estate Planner Attorneys who benefit from better quality leads, more referrals and precious time.
Customer Testimonials
What Our Advisors Have To Say
“A game-changer for my estate planning practice”
“Estate.Studio has completely transformed how I run my estate planning practice.
The platform is incredibly user-friendly, and the automated reports save me so much time.
My clients love the personalized approach, and it’s made complex planning much easier to manage.”
— Jordan L., Estate Planning Attorney
“The best tool I’ve added to my workflow”
“Switching to Estate.Studio was hands-down the best decision for my practice.
It simplifies every aspect of estate planning, from onboarding clients to generating comprehensive reports.
My workflow is more efficient than ever, and my clients feel more confident in their plans.”
— Riley P., Estate Planning Attorney
“Significant growth in client trust and retention”
“With Estate.Studio, I’ve seen a significant increase in client satisfaction and retention.
The platform helps set clear expectations for clients, providing real-time insights into their estate’s health.
It’s helped me build trust with new prospects and strengthen relationships with long-standing clients.”
— Nina O., Estate Planning Professional
“Estate.Studio has streamlined my entire process”
“Estate.Studio has been a game-changer for my team.
It’s made collaboration with clients and advisors so much easier, and we’re seeing faster turnaround times on estate plans.
It’s the tool we didn’t know we needed, but now can’t live without.”
— Avery K., Trust and Estate Advisor
Our Users ❤️ Estate.Studio
Here’s some feedback from our Estate Planning Innovators
Estate Planning Attorney
The software has greatly streamlined my work processes and increased my productivity. I highly recommend this company to anyone.
Manager - Uncify
The customer support team is also top-notch, always available to answer any questions and resolve any issues in a timely manner.
Estate Planning
I recently started using this SaaS company and I am thoroughly impressed with its functionality. The UI is intuitive and easy to navigate
Manager - Gotech
The software has greatly streamlined my work processes and increased my productivity. I highly recommend this company to anyone.
CEO - Elegant
The features are cutting edge and have helped me streamline my workflow significantly. I highly recommend this company to anyone
Marketing - Zintra
Ready to close more leads and streamline your practice?
Sign up for a free trial of Estate.Studio and experience the difference automated, AI-driven estate planning can make.
Ready to close more leads and streamline your practice?
Sign up for a free trial of Estate.Studio and experience the difference automated, AI-driven estate planning can make.
How it works in 3 easy steps
Sign Up And Get Started:
Create your account and place the RateMyEstate assessment on your site—no coding needed.
Clients Complete the Assessment:
Your prospects finish the assessment in just 7 minutes, and you’ll receive valuable insights automatically.
Engage With Leads:
Review detailed reports to initiate impactful conversations that convert leads into clients.
How it works in 3 easy steps
Sign Up And Get Started:
Create your account and place the RateMyEstate assessment on your site—no coding needed.
Clients Complete the Assessment:
Your prospects finish the assessment in just 7 minutes, and you’ll receive valuable insights automatically.
Engage With Leads:
Review detailed reports to initiate impactful conversations that convert leads into clients.
Pricing
Take advantage of our early bird pricing, with all features enabled and prices grand fathered – meaning no price increases. Ever!
Save even more with our annual pricing, pay for 10 months and receive a full years access to Estate.Studio
Professional Single License
Access all features of Estate.Studio + Featured Positioning on our directory listing
- Unlimited RateMyEstate Assessments
- Unlimited Professional Reports
- Unlimited Clients
- Estate.Studio Client Portal
- Featured Profile On Directory Listing
- Access All New Features At No Charge
- DWY Marketing & Automation Support
Professional Team License
10 Team Members With Full Access To all features of Estate.Studio + Featured Positioning on our directory listing
- 1o Team Members
- Unlimited RateMyEstate Assessments
- Unlimited Professional Reports
- Unlimited Clients
- Estate.Studio Client Portal
- Featured Profile On Directory Listing
- Access All New Features At No Charge
- DWY Marketing & Automation Support
Professional Single License
Access all features of Estate.Studio + Featured Positioning on our directory listing
- Unlimited RateMyEstate Assessments
- Unlimited Professional Reports
- Unlimited Clients
- Estate.Studio Client Portal
- Featured Profile On Directory Listing
- Access All New Features At No Charge
- DWY Marketing & Automation Support
Professional
Team License
10 Team Members With Full Access To all features of Estate.Studio + Featured Positioning on our directory listing
- 1o Team Members
- Unlimited RateMyEstate Assessments
- Unlimited Professional Reports
- Unlimited Clients
- Estate.Studio Client Portal
- Featured Profile On Directory Listing
- Access All New Features At No Charge
- DWY Marketing & Automation Support
Book A Demo
Discover How Estate.Studio Can Empower Your Practice
Craft a seamless, interactive client acquisition and retention process that effortlessly integrates into your practice—elevating client relationships while being powered by your expert advice.
Book A Demo
Discover How Estate.Studio Can Empower Your Practice
Craft a seamless, interactive client acquisition and retention process that effortlessly integrates into your practice—elevating client relationships while being powered by your expert advice.
Since implementing Estate.Studio, I’ve not only seen a higher quality of client interaction but also a significant reduction in intake time. This tool makes estate planning more streamlined for both me and my clients.