Precedent

Early access · Licensed attorneys only

Last year’s Word.
This year’s estate packet.

For licensed estate-planning lawyers. Drop in last year’s will, trust, and powers of attorney. Get a working questionnaire and a finished Word packet. You review every answer. The software does not draft new legal language.

Request access See how it works

Who it is for

Solo and small-firm estate lawyers.

You already have Microsoft Word templates. Florida and California first. You are not looking for another practice-management system.

How it works

Three steps. You stay on the language.

Software reads the file and proposes fields; you confirm. It does not write new legal prose.

  1. Drop in last year’s file

    A Word document, or a scanned Portable Document Format (PDF).

  2. Confirm every field

    Precedent pulls the blanks and the if-then clauses. You confirm every field. On a scan, optical character recognition (OCR) reads the page.

  3. One questionnaire, a finished packet

    Staff or the client fills one questionnaire. You get a finished Word packet: will, revocable living trust, durable power of attorney (POA), and healthcare directive.

What it is not

A short, blunt list.

  • Not LegalZoom. Consumers cannot buy it.
  • Not a chatbot that writes a will.
  • Not Clio. No calendar, no billing, no Interest on Lawyers’ Trust Accounts (IOLTA).
  • Not a 50-state court-form library.

Why this, why now

The usual tools moved upmarket.

HotDocs, the 1990s document-assembly incumbent, was sold to Mitratech in 2024 and now sells to firms of 20+ lawyers, quote-only. Gavel, the small-firm leader, was acquired by Relativity in June 2026. Most solos still copy last year’s file in Word.

Early pricing

A working number. Not a promise.

These are early figures for design partners. They may change before a public launch.

Solo

$99/month

One licensed attorney. Your existing Word templates.

Firm

$179/month

A small firm sharing one set of estate instruments.

Optional assist: we convert your first Word or HotDocs file.

Waitlist

Request access

Florida and California first. Licensed lawyers only. We will write when a design-partner seat opens.