Turn online prospects into
completed legal matters
— automatically.
LegalGEN helps attorneys automate intake, convert clients online, and complete legal plans through attorney-branded, AI-powered workflows — from first click to a file ready for your review.
Trusted by estate planning attorneys across the United States
What estate planning attorneys
say about LegalGEN
Three ways LegalGEN pays for itself
Reach underserved clients
LegalGEN helps attorneys serve consumers who need estate planning but are blocked by cost, complexity, inconvenience, or procrastination — turning a 67M-person market into completed matters.
Automation & white-label ROI
Reduce staff time, automate repetitive intake and drafting workflows, and scale legal services under your own brand — without adding headcount.
AI-powered intake ROI
The AI Agent improves intake completion rates, organizes client data automatically, reduces manual work, and prepares matters for attorney review faster.
The largest overlooked market
in American law
Adults with no estate plan
Millions know they need a will or trust but never take action — because the process feels too slow, too expensive, or too complicated.
Say they "just haven't gotten around to it"
Procrastination is the #1 barrier. These aren't people who refuse estate planning — they're delaying it. LegalGEN removes the friction.
Underserved client segments
Young families, new homeowners, small business owners, aging parents, newly married couples — traditional firms rarely convert them.
Most platforms generate leads.
LegalGEN converts clients.
A converted client means intake is completed, family and asset data is collected and organized, legal selections are made, documents are generated, and the matter is ready for attorney review — entirely online.
One platform. Every step of the client journey.
Replace outdated intake with a client-converting experience
Over 70% of law firms still use Word docs or email chains for intake. Every dropped form is a lost client. LegalGEN replaces that friction with an attorney-branded digital workflow clients actually complete.
- Mobile-friendly guided questionnaires
- Real-time attorney portal notifications
- AI-organized family & asset data
- Clio, MyCase & WealthCounsel integration
- Covers estate planning, probate, elder law & family law
Deliver simple estate plans at scale — without losing clients to LegalZoom
Millions of clients never hire a traditional attorney because the process costs too much and takes too long. LegalGEN lets you offer attorney-branded online estate plans that compete.
- Simple wills, married couple wills, POA packages
- HIPAA authorizations & advance directives
- AI-mapped to your existing documents
- Online payment before attorney review
- Reduces workflow from ~6 hours to ~1.5 hours
Revocable trust workflows — complex planning, simplified process
Trust-based planning traditionally requires significant attorney time. LegalGEN automates the entire workflow using your own trust templates and drafting standards.
- Revocable living trusts — single & married
- Pour-over wills, certifications of trust
- Advanced beneficiary structures
- Special needs trusts, Medicaid trusts
- Your templates, your language — always
The AI Agent does the rest — you practice law
The LegalGEN AI Agent guides clients through intake, collects required information, reduces incomplete submissions, organizes data for drafting, and generates documents mapped to your templates — improving completion rates and cutting staff workload.
- Guides clients through intake step-by-step
- Maps to your firm's existing document templates
- Preserves your drafting standards & clause preferences
- Organizes family & asset data for attorney review
- Attorney remains fully in control at every step
Your brand. Your documents. Your complete online legal platform.
LegalGEN's white-label solution gives law firms a fully configured estate planning platform — branded to the firm, mapped to your documents, ready to scale.
- All products under your brand & domain
- Full workflow customization & template mapping
- Client portals, partner portals, API access
- Multi-attorney management dashboard
- Dedicated implementation & onboarding support
Less than 1 hour of total workflow time per client — down from 6–10 hours — frees up $15,000–$20,000/month in attorney time for most practices.
"In 6 months I made $90,000 with LegalGEN" — Tiffany, estate planning attorney. Real revenue growth from converting overlooked prospects into paying clients.
Built for attorneys who want to own their growth
Your documents. Always.
LegalGEN uses your templates, your clauses, your drafting language. Not generic forms. Never one-size-fits-all.
No extra staff needed
Automation handles intake, data organization, and document preparation. Scale without adding headcount.
Your brand. Everywhere.
Every client touchpoint reflects your firm — not LegalGEN. White-label from intake through final delivery.
Gets better over time
The longer you use LegalGEN, the more optimized your workflows become. The platform evolves with your practice.
Stop chasing leads.
Start converting clients.
Join estate planning attorneys using LegalGEN to scale their practice without adding staff or hours.