Your agreements, beautifully presented.
Create reusable engagement templates. Personalize every detail without starting from scratch.
MADE FOR ESTATE PLANNING LAW FIRMS
Estate Plan EnrollGet retained.
Get signed.
Get paid.
Turn more estate planning consultations into signed, paying clients. One agreement. One secure link. One simple process.
No complicated setup · No client account requiredA simpler next step.For you. For the families you serve.
Professional agreements
Electronic signatures
Secure payments
Your firm. Your branding.
THE NEXT CHAPTER STARTS HERE
You help families plan
for their future.
We help you get started.
Your clients have asked their questions. They’ve learned about your services. They’re ready to move forward.
So why make the next step harder than it needs to be? Stop chasing signatures and sending payment instructions. Make it easier for clients to say yes.
Meet your new enrollment processFROM CONSULTATION TO COMMITMENT
One workflow.
Everything falls into place.
Less time managing paperwork.
More time serving the families who trust you.
A BETTER WAY TO BEGIN
From “yes” to signed.
In four simple steps.
01
Choose your agreement
Start with a saved template for your estate planning services.
02
Personalize the details
Customize client information, services, fees, and required fields.
03
Send one simple link
A professional invitation. A secure link. No new software.
04
Get signed and paid
Signatures, payments, and completed agreements in one place.
Make it easier for your
next client to say yes.
Your agreements. Your branding. Your process.
Get started with Estate Plan Enroll