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Before and after of an estate planning firm that used Gavel for their firms
Easy intake and document automation to auto-populate your templates.
What happens when a typical estate planning firm implements Gavel? We surveyed 30 estate planning attorneys on the Gavel platform and asked them about how their practice has changed. Here's what we found:
Are you interested in Estate Planning automation? Try Gavel's automated estate planning packages for California for free. No signup is required to test the forms' functionality.
See how estate planning attorneys use AI in doing their legal work. Use AI like Gavel Exec directly in Microsoft Word to streamline trust reviews, redline outdated clauses, and deliver clear, client-friendly updates. This article outlines five practical use cases with real-world prompts to help lawyers modernize their estate planning workflow using AI.
This guide offers practical, step-by-step best practices for using Gavel Exec, Gavel's AI assistant in Microsoft Word. You can review, redline, and negotiate contracts more efficiently. Whether you're drafting in Chat, creating reusable Playbooks, or managing more complex Projects, the guide walks you through how to structure prompts, use context files, benchmark clauses, and train the tool to reflect your preferences. We're written this specifically for transactional lawyers using legal AI in their practice.
Use Gavel Exec's legally-trained AI to draft and redline faster than ever — right in Microsoft Word.