Family & representation
The people and ethical relationships that shape the engagement.
- Clients and spouses
- Children and descendants
- Prior marriages
- Dependents and exclusions
Backed by Y CombinatorRelaw for Estate Planning
Relaw for
Estate Planning
The LegalOS for estate planning firms. Client answers become structured matter data that fills your trust, will, and ancillary templates. Design decisions, meetings, and funding work stay on the same file.
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Your templates · White-glove onboarding · 14-day trial
Sample matter·Firm-owned templates
Margaret ChenEstate Plan
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Your templates · White-glove onboarding · 14-day trial
90%+
time savings
14-day
free trial
White-glove
workspace configuration
Designed workspace
How Relaw runs estate planning matters.
Common work product
Revocable Living Trust · Pour-Over Will · Durable Power of Attorney · Healthcare Directive · HIPAA Authorization
Examples only. Relaw generates from the firm's own configured Word and PDF templates; no legal forms are bundled.
- 01
Your document pack starts with completed intake.
During white-glove setup, Relaw maps the firm's own trust, will, power-of-attorney, directive, and ancillary templates to the matter data they reuse.
- 02
Fiduciaries and assets stay on the file.
Children, trustees, advisors, real property, retirement, and insurance are structured fields — not a PDF you re-read before every draft.
- 03
The design rationale stays with the plan.
Notetaker captures the consult, approved decisions, and unresolved questions on the matter so drafting and implementation keep the same context.
The single-pane practice
The plan is more than the document pack.
Relaw keeps the family, fiduciaries, assets, design decisions, meetings, drafts, and unfinished funding work on one matter. The attorney works from one pane instead of reconstructing intent from forms, notes, inboxes, and spreadsheets.
Work that used to live apart
Intake forms
Family, fiduciary, asset, and goal data
Meeting notes
Design decisions attached to the matter
Asset sheets
Ownership and funding status in one record
Inbox follow-up
Advisor, client, and staff work in context
Task boards
Drafting, signing, and funding stages
→
Your sole workspace
Relaw for Estate Planning
Matter record
Email
Calendar
Documents
Meetings
Workflow
Work the matter without opening a separate inbox, calendar, meeting-notes app, template tool, or task board.
Authoritative specialist systems can remain underneath
- Drafting libraries
- E-signature and notary
- Deed recording
- Billing and trust accounting
The matter lifecycle
Run the whole estate planning matter here.
The record compounds as the matter moves. Facts, files, decisions, communications, and follow-through do not reset at every stage.
- 01
Discover
Build the household record once.
Clients provide family, fiduciary, asset, titling, beneficiary-designation, and existing-plan information through branded intake.
In Relaw: Structured facts and uploads become the matter—not a PDF staff must re-key.
- 02
Design
Preserve why the plan works this way.
Consultations and design meetings capture dispositive choices, fiduciary succession, incapacity planning, and unresolved questions.
In Relaw: The summary, decisions, and follow-up land beside the facts that informed them.
- 03
Produce
Fill the firm’s preferred language.
Approved matter data maps into the firm’s own Word and PDF templates for review and revision.
In Relaw: Every draft starts with the current household record and remains under attorney control.
- 04
Implement
Keep working after the signing.
Execution, delivery, deeds, assignments, account retitling, and beneficiary-designation follow-up remain visible.
In Relaw: Quiet implementation work surfaces before the file disappears into an inbox.
The matter record
Structure the facts the work keeps reusing.
Estate Planning work is not a folder of files. It is a changing set of people, dates, decisions, evidence, and obligations that every later draft depends on.
Fiduciary matrix
Who serves, in what role, and in what order.
- Trustees
- Executors
- Financial agents
- Health-care agents
Assets & implementation
What the client owns and how the plan reaches it.
- Ownership and titling
- Beneficiary designations
- Trust funding
- Open implementation
Matter-grounded AI
Ask the matter. Not a blank chat.
Intake, vault files, meetings, drafts, email, and matter activity are already in context. Relaw can prepare the next piece of work; the legal team reviews what happens next.
Before the design meeting
01Ask Relaw
“Brief me on unresolved fiduciary choices, inconsistent beneficiary designations, and assets still missing support.”
What you get
A focused agenda from intake, uploads, and prior communications.
Before drafting
02Ask Relaw
“Summarize the approved plan design and flag any answer that conflicts with the last client meeting.”
What you get
A matter-grounded drafting brief for attorney review.
After signing
03Ask Relaw
“What implementation work remains, who owns it, and which client or advisor follow-up should be drafted?”
What you get
A live funding and follow-through queue.
FAQ
Direct answers.
What Relaw is, what it is not, and what clients see.
Yes. Estate planning is a designed workspace: questionnaires, document packs from the firm's own Word and PDF templates, notetaker, pipelines, and AI on the same matter. It is the practice Relaw is strongest in.
See Relaw for estate planning.
White-glove setup for your estate planning templates, questionnaires, and pipelines.
Request a demo
14-day trial after onboarding · Standard from $269/mo annual