The Estate Planning AI Platform
for Modern Law Firms
LegalGEN is the only attorney-branded AI platform that leverages your firm's templates, workflows, and intellectual property to build a system your firm can own and control. Clients complete a seamless AI-powered intake while LegalGEN automatically maps client information into your firm's proprietary document templates — reducing the traditional 6+ hour estate planning process to less than 1 hour and turning online prospects into fully converted clients with completed document packages ready for final attorney review and delivery.
Trusted by estate planning attorneys across the United States
What estate planning attorneys
say about LegalGEN
"I've never been more excited about the future of estate planning. LegalGEN transformed my practice, improved the experience for my clients, and that's why I chose to partner with Enrico to help build the next generation of LegalGEN AI."
— Kevin Drummond, Founder, Estate Plans for Life & Blue Line Law Firm
See his live AI Attorney ↗Three ways LegalGEN pays for itself
Reach underserved clients
LegalGEN helps attorneys serve consumers who need estate planning but are blocked by cost, complexity, inconvenience, or procrastination — turning a 67M-person market into completed matters.
Automation & white-label ROI
Reduce staff time, automate repetitive intake and drafting workflows, and scale legal services under your own brand — without adding headcount.
AI-powered intake ROI
The AI Agent improves intake completion rates, organizes client data automatically, reduces manual work, and prepares matters for attorney review faster.
The largest overlooked market
in American law
Compete directly with LegalZoom — serve underserved clients, remove geographic restrictions, and let clients get help conveniently, all while you monetize the demand DIY platforms have been capturing.
Adults with no estate plan
Millions know they need a will or trust but never take action — because the process feels too slow, too expensive, or too complicated.
Say they "just haven't gotten around to it"
Procrastination is the #1 barrier. These aren't people who refuse estate planning — they're delaying it. LegalGEN removes the friction.
Underserved client segments
Young families, new homeowners, small business owners, aging parents, newly married couples — traditional firms rarely convert them.
Most platforms generate leads.
LegalGEN converts clients.
A converted client means intake is completed, family and asset data is collected and organized, legal selections are made, documents are generated, and the matter is ready for attorney review — entirely online.
Four AI solutions. One attorney-branded platform.
Smart Intake — attorney-branded digital intake, powered by AI
Replace PDFs, Word docs and email chains with an AI-powered intake experience clients actually complete — under your firm's brand, feeding straight into your AI-powered admin panel.
- Attorney-branded digital intake — clients never see LegalGEN
- Replaces PDF and Word forms entirely
- AI-organized family & asset data
- Real-time notifications (email & SMS)
- New: no upfront cost — pay only as you see results
Smart Estate Planning — attorney-branded Wills & Trusts, autodrafted
The complete estate planning smart tool: clients complete intake online and LegalGEN automatically drafts wills and trusts from your templates and intellectual property — ready in your AI-powered attorney dashboard.
- Attorney-branded Wills & Trusts — your IP, your language
- Automated document drafting & automatic document updates
- AI-powered attorney dashboard with client portal
- Payment integrations, discount codes & reporting
- New: no upfront cost — pay only as you see results
White Label Platform — your complete branded client experience
The full multi-product platform under your brand and domain: intake, estate planning, marketing pages and paralegal support — with the AI Agent available as an add-on.
- Complete branded client experience — your brand only
- Multi-product platform, mapped to your documents
- Includes marketing & pre-configured attorney pages
- Simple paralegal services included
- AI Agent available as add-on
AI Attorney — your knowledge, monetizing your website 24/7
An AI-powered attorney personality, branded to your firm and trained on your own knowledge and systems. It converses with website visitors, guides them into your products, and turns traffic into paying clients — even while you sleep.
- AI personality branded to the attorney
- Trained on the firm's own knowledge & intellectual property
- Full repository of your firm's specific systems
- Monetizes website visitors 24/7
- The next evolution of the LegalGEN platform
Built different from every other legal platform
Attorney Branded
Clients only ever see your brand — never LegalGEN. Every intake, document and portal carries your firm's identity.
Your Intellectual Property
The platform learns from your templates, language and workflows — your IP becomes the foundation for your AI. You keep it, always.
No License Restrictions
Unlike competitors: unlimited attorney branding, no unnecessary licensing limits, and your firm owns its client relationships.
AI-Powered Attorney Panel
Every solution includes autodrafting, automated document updates, notifications, client portal, payment integrations, discount codes & reporting.
Less than 1 hour of total workflow time per client — down from 6–10 hours — frees up $15,000–$20,000/month in attorney time for most practices.
"In 6 months I made $90,000 with LegalGEN" — Tiffany, estate planning attorney. Real revenue growth from converting overlooked prospects into paying clients.
Built for attorneys who want to own their growth
Your documents. Always.
LegalGEN uses your templates, your clauses, your drafting language. Not generic forms. Never one-size-fits-all.
No extra staff needed
Automation handles intake, data organization, and document preparation. Scale without adding headcount.
Your brand. Everywhere.
Every client touchpoint reflects your firm — not LegalGEN. White-label from intake through final delivery.
Gets better over time
The longer you use LegalGEN, the more optimized your workflows become. The platform evolves with your practice.
Stop paying for technology.
Start profiting from it.
Join estate planning attorneys using LegalGEN to scale their practice without adding staff or hours.