Next Generation Estate Planning App - Helping Lawyers better serve their communities

LegalGEN is a remarkably intuitive application designed for both your team and clients. It effortlessly gathers, organizes, and evaluates digital data received from your clients, which directly links your distinct document templates, therefore saving you valuable time drafting documents.



``Discover the Power of LegalGEN: Real Stories from Real Customers!``


LegalGEN Key Benefits

Discover the many key benefits of LegalGEN's estate planning software

LegalGEN Estate Planning Software Dashboard Screenshot

Our innovative software <a href="">solution</a> is designed to make estate planning easy, with real-time updates, secure document sharing, and intuitive navigation. See the improvement in your estate planning process with LegalGEN.

Significantly better client experience
Answer questionnaires from anywhere at any time
Conditional driven questions with detailed instructions
Eliminate duplicate data entry
Easy to make changes/adjustments

Improve Your Practice and Deliver Better Outcomes

Streamline your estate planning process with LegalGEN's innovative attorney dashboard. Our powerful software solution provides all the tools and resources you need to manage your clients' estates efficiently and effectively. Improve your practice and deliver better outcomes with our attorney dashboard -

Significant time savings, proven to be over 50%
Automatically updates your own unique document templates
Real Time communication mechanism between Attorney and client
Less overhead to make changes to draft documents
Eliminate the need for in person meetings until the signing ceremony

Maximize Your Client Acquisition

Maximize your client acquisition and boost your practice's growth. LegalGEN will help you attract more clients and increase your client base.

Digital marketing opportunities
Reach more clients
Offer lower “online options”
Client driven referral programs
Offer multiple products or incentivize with specials
how it works

LegalGEN Process

Say goodbye to complicated processes and hello to a smarter, more efficient way of estate planning with LegalGEN.



We work with you to create an extremely user friendly, online, interactive intake/questionnaire, specific to YOUR documents



Based on the questions asked, we work with you to create comprehensive instructions/explanations to your clients, as if you were sitting next to them while they answer the questions



We map the conditional responses from the questionnaire to YOUR documents


Control Panel

We finish the application by tying everything together in an easy-to-use Attorney control panel where the office can download the finished documents



We work with you positioning the application, finding the most suitable deployment and marketing option(s)



The application is live and clients are happily filling out the questionnaire, your office is simply reviewing the completed documents and arranging for signatures

We Offer Much More

Upgrade to LegalGEN and get more than just law software


Get Blog Feeds

Stay up-to-date on the latest estate planning news and strategies with LegalGEN's blog page. Our blog features informative and educational articles written by experts in the field, covering a wide range of topics.

LegalGEN Digital Intake

Transform Your Estate Planning Process with Digital

Transform Your Estate Planning Process with Digital Intake: Boost Efficiency and Delight Clients Introduction Efficiency

Photo by Myriam Jessier on Unsplash

How to Choose the Right Digital Estate

Attorneys are now more than ever relying on digital tools to effectively serve their clients.

Photo by on Unsplash

Master the Art of Document Drafting with

Document drafting and digital intake go hand in hand, as a digital intake system helps