The
Operating System
for Your Estate Practice
Estatewerx is the AI-native system of record for modern estate practices — bringing intake, drafting, administration, collaboration, and execution into one connected operational platform
Request Demo
01
Siloed knowledge
Your firm’s intelligence is trapped or invisible. Decades of expertise live in seminar binders, research archives, and years of client email threads — none of it searchable. You are "flying blind."
02
Translation trap
The "onboarding tax." You spend hours of high-value time acting as a data entry clerk, manually moving info from client interviews or old, messy third-party trusts into your system.
03
Drafting tightrope
High-volume repetition meets high-stakes risk. You’re doing the same work over and over, yet one tiny "copy-paste" error or missed provision could lead to a malpractice suit.
04
Client disconnect
Legal complexity overwhelms clients, driving confusion, email avalanches, and revision cycles. After execution, clients are left with static documents and no meaningful way to engage with their plan.
Estate planning complexity
All things estate planning all in one place
Client onboarding
See, prioritize, and manage all cases with intelligent AI clarity.
Data intake
Clients or attorney upload or dictate; AI organizes and structures all information.
Trust drafting
Your templates or ours—AI drafts, adapts, learns and preserves your voice across every document.
Secured vault
Attorneys and clients share a secure system of record for people, assets, and documents
Client portal
A living visual trust clients can explore, query, and actively engage with.
AI assistant
Trained on estate law, Werx acts as an extension of your thinking, not a replacement for legal judgment.
Portfolio analytics
Unlock portfolio-wide intelligence across isolated trusts, revealing new sources of revenue and value.
Trust admin
Transform trust administration from burden into streamlined, predictable, high-value revenue
“Estate planning attorneys will use EstateWerx, or they will go out of business.”
⎯ Steve M. Driscoll, Managing Partner
Results reported by our attorney design partners.
Document drafting
85%
Faster
Hours recaptured
15 hrs
On average per week
Client intake
5x
More efficient
Portfolio Intelligence
100+
New opportunities
Enterprise Grade Security
Designed for maximum confidentiality, Estatewerx keeps client data fully private and secure. Encrypted, compliant, and never shared or used to train AI, making it a trusted system of record for sensitive estate and trust administration.
Security Trust Center
No AI model training
Customer data is never used to train, fine-tune, or improve any AI model, internal or third-party.
No third-party monitoring
Your data is sandboxed to your firm. Neither Estatewerx nor any third party monitors or reviews it, and it's never pooled or shared across tenants.
State of the art encryption
All customer data is protected by industry-standard encryption, including TLS 1.3 for data in transit and AES-256 for data at rest.
Industry leading standards
We adhere to leading security and privacy standards, including CCPA, run on SOC 2- and ISO 27001-certified infrastructure, and are pursuing our own SOC 2 certification.
The Future of Estates is Intelligent
Estatewerx consolidates your entire practice into a single intelligent workflow. From seamless onboarding and automated trust drafting to AI-driven analytics and secure vaulting, we provide the permanent infrastructure for every stage of intake, administration, and execution.
Request Demo
The
Operating System
for Your Estate Practice
Estatewerx is the AI-native system of record for modern estate practices — bringing intake, drafting, administration, collaboration, and execution into one connected operational platform
Request Demo
01
Siloed knowledge
Your firm’s intelligence is trapped or invisible. Decades of expertise live in seminar binders, research archives, and years of client email threads — none of it searchable. You are "flying blind."
02
Translation trap
The "onboarding tax." You spend hours of high-value time acting as a data entry clerk, manually moving info from client interviews or old, messy third-party trusts into your system.
03
Drafting tightrope
High-volume repetition meets high-stakes risk. You’re doing the same work over and over, yet one tiny "copy-paste" error or missed provision could lead to a malpractice suit.
04
Client disconnect
Legal complexity overwhelms clients, driving confusion, email avalanches, and revision cycles. After execution, clients are left with static documents and no meaningful way to engage with their plan.
Estate planning complexity
All things estate planning all in one place
Client onboarding
See, prioritize, and manage all cases with intelligent AI clarity.
Data intake
Clients or attorney upload or dictate; AI organizes and structures all information.
Trust drafting
Your templates or ours—AI drafts, adapts, learns and preserves your voice across every document.
Secured vault
Attorneys and clients share a secure system of record for people, assets, and documents
Client portal
A living visual trust clients can explore, query, and actively engage with.
AI assistant
Trained on estate law, Werx acts as an extension of your thinking, not a replacement for legal judgment.
Portfolio analytics
Unlock portfolio-wide intelligence across isolated trusts, revealing new sources of revenue and value.
Trust admin
Transform trust administration from burden into streamlined, predictable, high-value revenue
“Estate planning attorneys will use EstateWerx, or they will go out of business.”
⎯ Steve M. Driscoll, Managing Partner
Results reported by our attorney design partners.
Document drafting
85%
Faster
Hours recaptured
15 hrs
On average per week
Client intake
5x
More efficient
Portfolio Intelligence
100+
New opportunities
Enterprise Grade Security
Designed for maximum confidentiality, Estatewerx keeps client data fully private and secure. Encrypted, compliant, and never shared or used to train AI, making it a trusted system of record for sensitive estate and trust administration.
Security Trust Center
No AI model training
Customer data is never used to train, fine-tune, or improve any AI model, internal or third-party.
No third-party monitoring
Your data is sandboxed to your firm. Neither Estatewerx nor any third party monitors or reviews it, and it's never pooled or shared across tenants.
State of the art encryption
All customer data is protected by industry-standard encryption, including TLS 1.3 for data in transit and AES-256 for data at rest.
Industry leading standards
We adhere to leading security and privacy standards, including CCPA, run on SOC 2- and ISO 27001-certified infrastructure, and are pursuing our own SOC 2 certification.
The Future of Estates is Intelligent
Estatewerx consolidates your entire practice into a single intelligent workflow. From seamless onboarding and automated trust drafting to AI-driven analytics and secure vaulting, we provide the permanent infrastructure for every stage of intake, administration, and execution.
Request Demo
The
Operating System
for Your Estate Practice
Estatewerx is the AI-native system of record for modern estate practices — bringing intake, drafting, administration, collaboration, and execution into one connected operational platform
Request Demo
Estate planning complexity
01
Siloed knowledge
Your firm’s intelligence is trapped or invisible. Decades of expertise live in seminar binders, research archives, and years of client email threads — none of it searchable. You are "flying blind."
02
Translation trap
The "onboarding tax." You spend hours of high-value time acting as a data entry clerk, manually moving info from client interviews or old, messy third-party trusts into your system.
03
Drafting tightrope
High-volume repetition meets high-stakes risk. You’re doing the same work over and over, yet one tiny "copy-paste" error or missed provision could lead to a malpractice suit.
04
Client disconnect
Legal complexity overwhelms clients, driving confusion, email avalanches, and revision cycles. After execution, clients are left with static documents and no meaningful way to engage with their plan.
All things estate planning all in one place
Client onboarding
See, prioritize, and manage all cases with intelligent AI clarity.
Data intake
Clients or attorney upload or dictate; AI organizes and structures all information.
Trust drafting
Your templates or ours—AI drafts, adapts, learns and preserves your voice across every document.
Secured vault
Attorneys and clients share a secure system of record for people, assets, and documents
Client portal
A living visual trust clients can explore, query, and actively engage with.
AI assistant
Trained on estate law, Werx acts as an extension of your thinking, not a replacement for legal judgment.
Portfolio analytics
Unlock portfolio-wide intelligence across isolated trusts, revealing new sources of revenue and value.
Trust admin
Transform trust administration from burden into streamlined, predictable, high-value revenue
“Estate planning attorneys will use EstateWerx, or they will go out of business.”
⎯ Steve M. Driscoll, Managing Partner
Results reported by our attorney design partners.
Document drafting
85%
Faster
Hours recaptured
15 hrs
On average per week
Client intake
5x
More efficient
Portfolio Intelligence
100+
New opportunities
Enterprise Grade Security
Designed for maximum confidentiality, Estatewerx keeps client data fully private and secure. Encrypted, compliant, and never shared or used to train AI, making it a trusted system of record for sensitive estate and trust administration.
Security Trust Center
No AI model training
Customer data is never used to train, fine-tune, or improve any AI model, internal or third-party.
No third-party monitoring
Your data is sandboxed to your firm. Neither Estatewerx nor any third party monitors or reviews it, and it's never pooled or shared across tenants.
State of the art encryption
All customer data is protected by industry-standard encryption, including TLS 1.3 for data in transit and AES-256 for data at rest.
Industry leading standards
We adhere to leading security and privacy standards, including CCPA, run on SOC 2- and ISO 27001-certified infrastructure, and are pursuing our own SOC 2 certification.
The Future of Estates is Intelligent
Estatewerx consolidates your entire practice into a single intelligent workflow. From seamless onboarding and automated trust drafting to AI-driven analytics and secure vaulting, we provide the permanent infrastructure for every stage of intake, administration, and execution.
Request Demo