Estate Planning Law Firms

Estate Planning Document Automation for Boutique Law Firms

Get more wills and trusts matters done without adding headcount.

Aretech builds estate planning document automation for boutique firms. You get a first draft of every will and trust from your own templates, with no client fact typed twice.

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  • Your attorney approves

    every draft

  • No AI writes

    your legal language

  • You keep

    your drafting software

  • You own it,

    with no subscriptions

The Problem

You Proofread Every Page. Errors Still Get Through.

The design meeting went well. Now someone has to turn it into documents.

  1. Your staff retype the questionnaire and your meeting notes into your drafting software.

  2. One small edit breaks a Word template, and fixing it eats your afternoon.

  3. A clause you chose doesn't appear, or one you didn't shows up anyway.

  4. A signature page or a contingent trust age goes missing from the document.

  5. Someone searches every draft by hand just to find missing details.

  6. Wrong names, dates, or trustees still reach the signing table.

Your flat fee doesn't grow when the proofreading does. The hours come out of your margin, and your client keeps waiting.

Your First Drafts, Without and With Aretech

Your templates stay. Your attorney's final word stays. The retyping goes.

Your DraftingWithout AretechWith Aretech
Client factsRetyped from the questionnaire and your notesEntered once, then used in every document
Names and trusteesTyped again in each documentConfirmed by your client before drafting starts
Your languagePasted from your last plan and edited by handPulled from your templates, word for word
Missing detailsFound by searching each draftFlagged before your attorney starts reading
A template changeOne edit, then a broken templateYour attorney edits the clause and runs a fresh draft
Your attorney's reviewA hunt for typos, page by pageJudging the plan, the part only an attorney can do
Client facts
Without AretechRetyped from the questionnaire and your notes
With AretechEntered once, then used in every document
Names and trustees
Without AretechTyped again in each document
With AretechConfirmed by your client before drafting starts
Your language
Without AretechPasted from your last plan and edited by hand
With AretechPulled from your templates, word for word
Missing details
Without AretechFound by searching each draft
With AretechFlagged before your attorney starts reading
A template change
Without AretechOne edit, then a broken template
With AretechYour attorney edits the clause and runs a fresh draft
Your attorney's review
Without AretechA hunt for typos, page by page
With AretechJudging the plan, the part only an attorney can do
The Usual Fixes

The Usual Fixes Leave You Proofreading

Each fix changes the tool or the person. The retyping and the checking stay.

  • Another paralegalStill retypes the same facts.
  • New drafting softwareBrings new forms and a new interview, and your team still keys in every answer.
  • Your own Word templatesKeep your language, and maintaining all that logic becomes a second job.
  • A general AI chat toolDrafts fast, then adds and removes definitions you never asked it to touch.

The gap sits between what your client tells you and the draft on your desk. That's the part Aretech automates.

The Build

How Your Drafting Runs Once It's Built

Estate planning document automation fills your own will and trust templates from one confirmed set of client facts. It runs in three stages.

Step 01

Every Fact Confirmed Before Drafting Starts

No draft starts until the facts are right.

  • Questionnaire answers and meeting notes arrive through estate planning intake automation, never retyped.
  • Your attorney answers the questions only an attorney can answer.
  • Your client confirms names, dates, and trustees before a single document exists.
  • Anything still undecided gets flagged, so nothing slips in by default.
Step 02

Your Templates, Your Language, Word for Word

Every document comes from your own templates.

  • Wills, revocable trusts, pour-over wills, powers of attorney, and advance directives all pull from the same facts.
  • Your attorney decides which clause goes in when, like a guardian clause for minor children.
  • No AI writes, chooses, or edits a word of your legal language.
  • The same facts give you the same draft, every single time.
Step 03

Gaps Flagged Before Your Attorney Reads

The draft reaches your attorney with its gaps already marked.

  • Missing details are listed for you, so nobody searches the draft for them.
  • Blanks meant for a person stay visibly blank, never quietly filled.
  • A field that can't be filled stops the draft instead of printing something wrong.
  • Your attorney approves every draft before anything leaves the firm.
The Foundation

Built Around the Drafting Software You Keep

Keep WealthCounsel, InterActive Legal, Gavel, Adapt, or your Word templates. First drafts are one part of automating an estate planning practice. Every build adds three layers around your software:

LAYER 01

The data layer. One record per client across your practice-management system, drafting software, storage, and phones.

LAYER 02

AI agents. Software that checks what comes in against your rules and flags anything missing or unclear.

LAYER 03

Automated workflows. The stages above run on their own, then stop and wait for your attorney.

Already on Clio, WealthCounsel, or Gavel? We've built those connections before.

The Result

What You Get Back

Take the retyping out, and here's what comes back to your firm:

More plans, same team.

Your staff get to the next plan without a new hire.

More from every flat fee.

Fewer hours per plan raise what each plan pays per hour.

Fewer errors to catch.

One confirmed set of facts eliminates avoidable human error.

Your attorney's hours back.

Less typo hunting, more time on the plan itself.

Fewer signing-day fixes.

Names and trustees are settled before the draft exists.

Drafting that survives turnover.

Your templates and choices stay when staff move on.

Client Voice

In Our Client's Own Words

One client on how technology felt before Aretech.

Before Aretech, nearly every part of our technology felt harder than it should have. Our automations did not work reliably, our intake form was not saving information correctly, and our website had become a jumble of disconnected, “vibe-coded” pieces. We also did not have a trusted resource we could turn to for IT support and practical advice about technology. These problems took time away from our work and left us unsure how to make lasting improvements.

Sarah Rockwell, Aretech client
Control

Nothing Leaves Without Your Attorney

The system fills your templates. Your attorney decides what goes out.

  • No AI writes your language.

    Every word comes from templates your attorney controls.

  • Your attorney makes every legal call.

    The system never signs or files, and your agreement says so.

  • You test it before it counts.

    Each automation starts as a test run that only suggests.

  • Your team can change it.

    Your attorney edits clauses, and staff adjust lists and reminders, without a developer.

  • It lives in your cloud account.

    Your data stays separate and trains nothing.

  • You own everything we build.

    Code, data, workflows, and documentation, with no subscriptions.

Co-founders Pratyush Raman (CEO) and Jihad Iqbal (CTO) lead the team that builds your drafting system. That team has deployed AI systems inside organizations like Amazon, MIT, and Y Combinator-backed startups. It builds alongside practicing attorneys with over 25 years of experience.

Fit

Built for Boutique Firms That Draft Wills and Trusts

Document automation fits your firm if this sounds like you.

  • You own or run a boutique firm that drafts wills and trusts.
  • Your attorney reads every plan and catches typing errors along the way.
  • You want to keep your drafting software and own what's built.

It isn't built for families writing their own wills or trusts, non-attorney document preparers, firms outside estate planning, or large multi-practice firms.

The Process

Start With a Free Map of Your Drafting

You see every step from design meeting to draft on one page, before you commit to anything.

  1. Get your free workflow map. Your drafting steps, your software, and the first bottleneck, sent the same day.
  2. Get a plan you keep. What gets built, in what order, on which of your systems.
  3. See it work as it's built. Working software every week, over 4 to 8 weeks plus testing and quality checks.
  4. Approve the test run. Nothing acts on its own until your firm says so.
  5. Take ownership. Full documentation, plus defect fixes for up to 60 days, set per engagement.
Get My Free Workflow Map Free. The map is yours, even if you never hire us.

Read the details of every step in how a law firm automation build runs.

Questions

FAQs

What Does It Cost?

Your build is priced to its scope, once we've seen how your firm drafts. You pay once and own it, with no seats or subscriptions. You pay your AI model provider directly, and you see every cost before anything is built.

Is the Workflow Mapping Session Really Free?

Yes. You keep the map of how your firm drafts, even if you never hire us. No price comes up, and your partner or paralegal is welcome to join.

Does AI Write Any of the Language in Our Wills and Trusts?

No. Every word comes from your templates, and your attorney decides which clauses apply. No AI writes, chooses, or edits legal language.

Can't We Do This Ourselves With an AI Chat Tool or Word?

You can try. Attorneys report chat tools adding and removing definitions on their own, and ABA Formal Opinion 512 says lawyers can't rely solely on one. Word works until the upkeep becomes a second job. See how to automate estate planning documents for what the build takes.

We Find Errors in Our Drafts. Will This Stop Us Proofreading Every Page?

The typo hunt stops, and your attorney's review stays. Facts entered once and confirmed by your client eliminate avoidable human error, and missing details get flagged for you. Your attorney still reads and approves every draft.

Can We Automate Our Own Forms and Connect Them to Online Intake?

Yes. You get template-based document assembly in your own language. Your forms become the templates, and your reviewed intake answers fill them.

Who Keeps Our Forms Updated, and Who Fixes What Breaks?

Your attorney keeps the language current, and we fix what breaks. You edit a clause or change when it applies without a developer, then run a fresh draft. Defect fixes last up to 60 days, set per engagement, and broken connections or new software come back to us after that.

Do We Have to Give Up Our Drafting Software or Retrain Our Staff?

No. We build around WealthCounsel, InterActive Legal, Gavel, Adapt, or whatever you run, and your staff keep the tools they know. Change tools later, and we scope the update first. Our guide to switching estate planning drafting software covers the move.

Can the System File or Sign Anything Without Our Attorney?

No. Your attorney approves every draft before anything leaves the firm. The system never signs, files, e-files, or decides anything legal, and you run your signing meeting as usual. Supervision stays with your attorney under ABA Model Rule 5.3.

Where Do Our Clients' Documents Go?

Into your firm's own cloud account, where the system lives. The AI work runs on hosted frontier models, so what the agents read passes through the model provider. No firm's data trains anything. Read how a build handles client data for the full path.
Your Next Step

See Exactly Where Your Drafting Hours Go

In one free workflow mapping session, you get:

  • A map of how a plan moves from design meeting to first draft
  • The one bottleneck to fix first
  • Your new drafting workflow, from the data layer up
  • A check of what your drafting software can already do
Get My Free Workflow Map Free. The map is yours, even if you never hire us.
Due Diligence

Before You Choose a Builder

Ask any builder, ARETECH INCLUDED, the hard questions first.

  • How to choose an estate planning law firm automation consultant
  • No-code vs custom automation for estate planning firms