The modern way to practice estate planning law.

Automate any repeatable process or document set to take control of your time, delight your clients, and grow your firm.

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Automate any part of your estate planning practice.
Transform your estate planning practice by creating powerful workflows that gather client data and instantly generate complete documents.
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Offer an intuitive client experience
Allow clients to log into custom client portals that elevate your intake process and simplify client collaboration.
Powerful document creation and upkeep
Significantly slash drafting time by generating or updating perfect documents with any level of complexity, in a fraction of the time
Reclaim 20+ hours a week
Centralized data and powerful workflows keep your team unified and lean, so you can reroute your time to serving clients and growing your practice.
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No-Setup Automated Forms for Estate Planning
Africa
CA
CO
Canada - All Provinces
England
FL
IL
Indiana
LA
Los Angeles, CA
MN
MO
Middle East
NY
Ontario
Orange County, Florida
Sweden
TN
TX
UK
USA - All States
USA - Federal
UT
United Kingdom
VA
WY
Worldwide
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The automation infrastructure for estate planning law firms.
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Changing how estate planning law is practiced.
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“I've yet to have an automation task Gavel wasn't prepared to handle.”
Lisa A.
Attorney at Adler Estate Law
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