Estate planning software that combines attorney-reviewed templates with the flexibility to automate your own documents.
“We were able to do an entire estate plan in 30 minutes. I was running around the office telling everyone about how magical Gavel is.”
Jessica Streeter, Partner at Streeter Law Firm
Gavel's templates contain clear, well-crafted document language that enhances client understanding and satisfaction
A more comprehensive solution with advanced integrations and automation capabilities at less than half the cost
Customize your firm's documents across estate planning and probate, while extending automation to any practice area
Get state-specific documents created and reviewed by licensed attorneys, with the flexibility to request additional forms
Gavel makes drafting even your most complex documents simple. Our powerful automation reduces time spent on document drafting and client intake by 90%, letting you focus on practicing law.
Creating an estate planning packet reportedly takes around six hours. Use one of Gavel’s templates or automate your own to save 90% of the time spent drafting.
Gavel eliminates common drafting mistakes with advanced logic that ensures correct clauses, automatic formatting, dynamic calculations, and date handling.
Make client intake effortless with secure, branded questionnaires. Gavel’s client intake portal allows clients to input data that can directly fill your documents.
Comprehensive and clear templates, leading to high client satisfaction
Wordier templates thanneeded, leading to client confusion, especially for estates below $13.99M
Templates are created and reviewed by licensed attorneys
Templates are created and reviewed by licensed attorneys
Starts at $99/mo with most popular plan for estate planning attorneys at $350/mo
Starts at $500/mo with full set of documents at $700/mo
7-day free trial and a pay-as-you-go monthly option
Annual subscriptions only
Customize core documents and access full templates
No customization
Flexible document automation with advanced conditional logic and custom template creation
Limited to pre-built WealthCounsel templates only, no custom template capabilities
Online intake forms, digital client portal, secure client access, and customizable instructions and video content based on client criteria
Limited client intake capabilities
Email, phone, and screenshare
Email, phone, and screenshare
Comprehensive integrations with Clio, DecisionVault, plus Zapier connectivity and open API access to thousands of additional tools, like MyCase
Basic integrations limited to Clio and DecisionVault