AI Tools Every Estate Lawyer Should Know About

Introduction

Trust, estate, and probate law is a highly document-driven and procedurally complex practice area, governed by detailed statutory requirements, court rules, and fiduciary obligations that vary by jurisdiction. From drafting wills and trusts to administering estates, navigating probate filings, and managing ongoing fiduciary duties, practitioners face constant pressure to deliver accuracy, clarity, and compliance. In response, a new generation of AI-powered tools has emerged to support estate planning and administration workflows. Purpose-built for trust and probate practices, these solutions help lawyers automate document generation, streamline estate administration tasks, analyze and visualize estate plans, and identify risk across complex asset and beneficiary structures. In this article, we highlight leading AI tools for trust, estate, and probate law, organized by use case, and outline their core capabilities and ideal users.

AI Tools for Will and Trust Documentation Generation

WealthCounsel - a leading estate planning documentation platform built specifically for trust and estate attorneys who manage high volumes of complex, state-specific documents. Its core strength lies in its expansive library of 1,000+ regularly updated wills, trusts, and ancillary estate planning documents, all designed for jurisdiction-specific customization. Attorneys can generate highly tailored estate plans through guided drafting workflows that reduce manual input while preserving legal precision. With the integration of its AI assistant, LawY, WealthCounsel further enhances document generation by assisting with drafting, proofreading, and issue-spotting, helping lawyers move faster while maintaining consistency, accuracy, and client-ready estate planning documents.

InterActive Legal - a robust estate planning documentation platform designed for attorneys handling highly customized and complex planning matters. Its strength lies in expert-crafted templates and extensive clause libraries that allow lawyers to generate precise, scenario-specific wills, trusts, and elder law documents. Through context-driven drafting workflows and strategy wizards, the system adapts documents in real time based on client inputs, reducing manual drafting while supporting sophisticated planning structures. Built-in legal research references and tax law integration ensure documents remain legally sound and up to date. While not branded as AI, InterActive Legal’s intelligent automation makes it a powerful tool for producing complex, high-quality estate planning documentation at scale.

Relaw.Ai - an AI-native estate planning platform purpose-built to automate the generation of comprehensive estate planning documents with exceptional speed and accuracy. From a single intelligent client intake, Relaw.ai can produce fully integrated estate plans (including revocable trusts, pour-over wills, powers of attorney, and healthcare directives) while automatically cross-referencing information across documents to ensure consistency. Its AI actively flags missing provisions, conflicts, and drafting gaps before execution. Visual family-tree mapping further supports accurate multigenerational planning. By unifying intake, drafting, validation, and version control in one system, Relaw.ai dramatically reduces manual drafting time while maintaining the precision required for complex estate planning documentation.

AI Tools for Estate Administration & Probate Automation

Estateably - a cloud-based estate and trust administration platform designed to automate the most time-consuming aspects of probate and estate settlement. Used by over 1,000 firms across the U.S. and Canada, it streamlines estate administration through intelligent court form generation, auto-filling 1,000+ jurisdiction-specific probate forms and template letters in a single click. Its AI-powered financial statement parsing automatically extracts and categorizes transactions for estate accounting, significantly reducing manual data entry. Combined with automated asset inventories, date-of-death valuations, deadline tracking, and team collaboration tools, Estateably enables firms to manage probate matters faster, more accurately, and with far less administrative burden.

Estatemin - EstateMin is an estate administration platform purpose-built for U.S. probate law firms seeking to automate end-to-end case management. It streamlines probate workflows by capturing estate information through a secure, guided client intake portal that automatically populates a centralized case dashboard. From there, teams can generate court filings, track assets and debts, and manage deadlines without relying on a single specialist. Its AI-powered guardrails flag missing information and potential compliance issues before filings are submitted, reducing costly errors and delays. With upcoming one-click document generation and seamless Clio integration, EstateMin helps firms run probate matters faster, more consistently, and with far less administrative friction.

Estate OS (trust and will) - Trust & Will’s EstateOS is a newly launched AI-powered platform designed to modernize estate administration and ongoing plan management for attorneys. Rather than focusing solely on drafting, EstateOS automates the organization, analysis, and monitoring of existing estate plans. Lawyers can upload wills, trusts, and related documents, which the AI ingests and converts into structured summaries highlighting key roles, beneficiaries, and provisions. A built-in AI assistant allows attorneys to instantly query estate files in natural language, while client dashboards track document status and flag plans requiring updates. With proactive life-event monitoring and automated plan review prompts, EstateOS helps firms manage estates more efficiently and reduce oversight risk throughout the administration lifecycle.

AI Tools for Estate Plan Analysis & Estate Visualization Tools

Luminary - Luminary is an AI-powered estate plan analysis and visualization platform designed to help attorneys and advisors make sense of complex, multi-document estate plans. By ingesting wills, trusts, and related planning documents, Luminary automatically extracts key data such as beneficiaries, trustees, and distribution terms into a structured digital record. It then transforms that data into dynamic flowcharts and waterfall diagrams that visually show how assets transfer over time. Users can model “what-if” scenarios, compare strategies side by side, and quantify estate tax outcomes under current law. With collaborative, role-based access, Luminary ensures all professionals involved in an estate plan work from a shared, accurate understanding.

Vanilla - Vanilla is an AI-enhanced estate planning and visualization platform designed to make complex estate plans easier for clients and professionals to understand. Using branded, guided questionnaires, it captures key estate information and generates AI-assisted plan outlines that highlight planning needs early in the process. Vanilla’s standout feature is its polished visual outputs, such as the flowcharts, beneficiary summaries, and balance sheet-style reports that translate intricate trust structures into clear, intuitive graphics for families. The platform can also generate client-ready estate plan booklets and continuously update projections by integrating wealth data, including future estate tax exposure. This makes Vanilla a powerful analysis and visualization tool for ongoing estate planning and advisory conversations.

Conclusion

AI is quickly becoming foundational to modern trust, estate, and probate practices. As the tools highlighted in this article show, AI now supports the full estate lifecycle, from document generation and probate administration to plan analysis and visualization. By reducing manual drafting, form completion, and data reconciliation, these platforms allow attorneys to focus more of their time on strategic planning, fiduciary judgment, and client guidance, where their expertise matters most.

Billables AI complements these tools by automatically capturing and organizing billable activity across estate planning, probate, and trust administration workflows. By reducing timekeeping friction and administrative overhead, Billables AI helps estate practitioners improve realization and efficiency while ensuring that time spent on substantive legal work is accurately reflected and valued.