Your Life. Your Assets.
Secured.
Create state-compliant wills, trusts, and estate plans in minutes, whether you need your own documents or you want to offer estate planning to your clients under your own brand.
Enterprise-grade security
For Individuals
Get your estate plan done without the complexity.
No legal jargon. No confusing paperwork. Answer simple questions and get state-compliant wills, trusts, and estate plans in minutes.
Answer Simple Questions
A guided questionnaire walks you through your family, assets, and wishes in plain language. No legal jargon required.
AI Drafts Your Documents
Our AI generates state-compliant wills, trusts, and estate plans based on your answers. Ready in minutes.
Review & Sign
A professional reviews every document for accuracy. Once approved, you sign and your estate plan is complete.
For Businesses
Offer estate planning to your clients under your own brand.
No matter what type of company you run, your team can generate compliant estate documents without legal expertise. The AI and compliance engine handle the complexity.
Your Brand, Your Platform
Custom branding, your logo, your colors. Clients see your company, not ours. Available with custom domain support.
AI Document Generation
Your team generates compliant estate planning documents in minutes. No legal expertise required. The AI and compliance engine handle the complexity.
Client Intake Portal
Send clients a branded link. They complete a guided questionnaire and your team gets structured, ready-to-use data automatically.
Built-In Compliance
Every document is checked against current Michigan statutory requirements. Your team can confidently serve clients without second-guessing the legal details.
The Platform
Powerful tools that make estate planning simple.
Four integrated capabilities that work for individuals and business teams alike.
AI-Powered Document Generation
Generate state-compliant documents from structured intake data in minutes, not hours. No legal expertise needed. The AI handles the complexity for you.
Automatic Compliance Checking
Every document is reviewed against Michigan statutes and regulatory requirements before it reaches your hands. Issues flagged before they become problems.
Guided Client Intake
Smart questionnaires adapt to each person's situation. Collect complete, structured data without the back-and-forth emails and phone calls.
AI Review Assistant
Review and edit documents with an AI assistant that understands estate planning. Ask questions in plain language, get accurate updates instantly.
Industries
Built for individuals and the companies that serve them.
Estate Planning
Wills, trusts, powers of attorney, and complete estate plans. State-compliant drafting with compliance checking built in.
Your Industry
We build custom document workflows for companies in professional services. Talk to us about your specific needs.
Why Estate Vault
Estate planning should be simple for everyone.
AI handles the legal complexity. You and your team stay in control. Every document is reviewed before it's final.
Minutes, Not Hours
Document Drafting Time
Generate compliant documents from structured intake data. No more starting from scratch or hiring specialists.
Always Compliant
Built-In Compliance
Every document is checked against current statutory requirements. Your team doesn't need to be legal experts.
You Stay in Control
Human Oversight
AI drafts and suggests. Your team reviews, edits, and approves. Every document requires human sign-off.
One Platform
Intake to Signing
Client onboarding, document generation, compliance review, and delivery. All in one place under your brand.
For Individuals
Your estate plan. One price. Done.
No subscriptions, no hidden fees. Pay once, get your state-compliant documents with professional review included.
Will Package
Essential estate protection
Documents included
- Last Will & Testament
- Power of Attorney
- Healthcare Directive
- AI-generated, state-compliant
- Professional review included
- PDF & Word download
- Secure document storage
Trust Package
Complete estate plan with a living trust
Documents included
- Revocable Living Trust
- Pour Over Will
- Power of Attorney
- Healthcare Directive
- AI-generated, state-compliant
- Professional review included
- PDF & Word download
- Secure document storage
For Agencies
Launch your estate planning business.
One-time setup fee. No monthly charges. You set your own prices and keep the revenue. Estate Vault only takes a small platform fee per sale.
One-time setup
Everything you need to start selling estate planning packages to your clients under your own brand.
Platform fee per sale
You set client prices. You keep the rest.
Everything included
White-label branded portal
Your logo, colors, and domain
Set your own client pricing
You control what clients pay
6-level team hierarchy
Owners, managers, and agents
Commission tracking & payouts
Automatic distribution up the chain
AI document generation
State-compliant drafting engine
Built-in compliance engine
Michigan statutes checked automatically
FAQ
Common questions, answered.
Ready to get started?
Whether you need your own estate plan or want to offer estate planning to your clients, Estate Vault makes it simple.