If you practice estate planning, you do not need another generic "AI for lawyers" pitch. You need a system that collects client facts cleanly, produces your pack, captures design meetings, and stays connected to Clio or your drafting ecosystem.

This is the canonical Relaw guide for estate planning attorneys in 2026.

What Relaw is (for EP firms)

Relaw is an AI-native platform for law firms with a strong trusts-and-estates center of gravity. In the attorney app you work from:

Clients / matters
Meetings
Templates
AI Studio
Settings (billing, integrations, Word add-in token, organization)

Matter tabs include AI Assistant, Generate Documents, Matter Vault, Sync & Export, and Questionnaire.

Core estate planning workflow

1. Clients and matters

Create individual or organization clients, then open matters tied to a questionnaire template. Use the standard Estate Planning Law workspace or a customized firm template.

2. Smart Intake

Send a branded questionnaire link. Clients (and co-clients) complete sections and upload documents to the vault. Use automated follow-ups and pipeline reminders when forms stall.

3. Design meeting with notetaker

Connect Google or Microsoft calendars. Relaw's notetaker joins Zoom, Google Meet, or Microsoft Teams, and phone call notetaking is available. Link meetings to the matter, then review summaries and suggested questionnaire updates.

4. Generate the planning pack

Attach your DOCX and PDF templates. Generate wills, trusts, POAs, directives, and funding-related documents from intake data. Group and batch download for review.

5. Draft and revise with AI + Word

Matter AI Assistant for context-aware help
AI Studio for blueprint-based drafting (Library, Draft, Draft History)
Microsoft Word add-in for in-Word work

6. Deliver and fund

Use pipelines so signing and funding are separate stages. Keep statements and deeds in the Matter Vault until funding is done.

7. Sync

Push or align contacts/matters with Clio, Lawmatics, MyCase, PracticePanther, WealthCounsel, or Interactive Legal as your firm requires.

Adjacent practices Relaw already seeds

Estate planning firms often expand into related work. Relaw onboarding includes standard workspaces for:

Estate Planning Law
Elder Law
Probate
Estate Administration
Tax Law
Business and Compliance
Personal Injury Law

Blank questionnaires can be labeled for other areas, but the seeded T&E set is the productized core.

Pricing for estate planning teams

Plan	Annual	Monthly	Highlights
Standard	$269/mo	$299/mo	Questionnaires, unlimited matters/docs, AI assistant, Word add-in, AI notetaker, setup/training
Pro	$349/mo	$399/mo	Everything in Standard + ongoing document templating service, customized AI workflows, 4x AI credits

14-day free trial. Firm billing/invoicing inside Relaw is coming soon and should not be counted as shipped.

Security (accurate)

Relaw is not itself SOC 2 certified
Relaw's infrastructure providers are SOC 2 Type II certified
Encryption in transit and at rest; role-based access in-app
Details: relaw.ai/security

How Relaw compares for EP buyers

Need	Relaw	PMS only	Drafting library only
Client intake UX	Strong	Varies	Weak
Pack generation from intake	Strong	Weak	Strong (if wired)
Meeting notetaker	Strong	Add-on	Rare
Matter AI	Strong	Varies	Rare
Keep existing Clio/WealthCounsel	Sync available	Native / ecosystem	Ecosystem

Related practice guides

FAQ

Can solo estate planners use Relaw?

Yes. Standard pricing is designed for solos and small firms, with seat-based organization features as you grow.

Does Relaw replace my drafting library?

Not necessarily. Many firms keep WealthCounsel or Interactive Legal relationships and use Relaw for intake, packs, notes, and AI - with integrations available.

Conclusion

Relaw for estate planning attorneys is a full production workflow: questionnaire → meeting → pack → review → funding follow-up → sync. That is the operating system T&E firms actually need in 2026.

Start your Relaw trial →