Estate Plan Enroll
BUILT AROUND YOUR PRACTICE

Everything you need
to turn a consultation
into a new client.

Your client onboarding should reflect the professionalism and care you bring to every consultation.

Your agreements, beautifully presented.

Create reusable engagement templates. Personalize every detail without starting from scratch.

A signature, not another follow-up.

Clients review, complete, and sign from any device. No printing. No account required.

From signed to paid. Seamlessly.

Keep agreed fees and payment status together, with secure Stripe checkout after signing.

Keep the next step in sight.

See draft, signature, and payment progress in a dedicated agreement workspace.

One organized workspace.

Keep clients, reusable templates, and individualized engagement agreements together.

Built for your firm.

Firm-isolated records, attorney profiles, and branded organization settings.

A few good questions.

No. Clients receive a secure link to review and sign their engagement agreement without registering.