Create, Manage, and Organize Estate Planning Documents Efficiently
Docupilot helps you draft, customize, and deliver estate plans with fewer errors, faster turnaround, and better collaboration.
Quick Estate Planning. Lower Costs. Zero Manual Efforts.
50%
Less time spent on manual drafting
5/5
Capterra rating for ease of use and support
1
Hour saved per estate plan created
100%
Compliant with HIPAA & SOC 2 standards
Built to Simplify How You Create, Send, and E-Sign Documents
Works With the Tools You Already Use
Docupilot fits right into your existing workflow in minutes and simplifies your document workflows from start to finish.
Why Teams Rely on Docupilot for Estate Planning?
Faster Document Drafting
Turn wills, trusts, POAs, and more into reusable templates. No need to start from scratch every time
Collect and Autofill Client Data
Capture key details like assets and beneficiaries through secure forms. Docupilot fills in the fields for you, error-free
Customize with Smart Logic
Use conditional fields to add or skip clauses based on each client’s situation without making any manual edits
Collaborate with Control
Invite clients, attorneys, or team members with role-based access. Comment, review, and finalize everything in one place
Track Every Change
See what’s been edited, by whom, and when. Keep version history for audits or rollbacks
Deliver Ready-to-Sign Docs
Push completed plans straight into your e-signature workflow and auto-deliver copies to all parties
Keep Documents Secure & Compliant
Stay HIPAA and SOC 2 compliant with built-in encryption, two-factor authentication, and secure document storage
See what Industry Experts think about us
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“Reduce time in document creation”
The document creation process is much faster to create with automations that save effort and allow several members to work simultaneously on the document for greater collabaration and with personalized templates that make work even faster
Oliver G.
Analyst Enterprise (>1000 emp.)
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“Exceptional Support and Seamless Integration”
I cant speak highly enough of Docupilot’s exceptional support team. From day one, their responsiveness and expertise have been outstanding. They not only promptly addressed my inquiries but also provided personalized guidance to ensure i could make the most of you
Andre T.
Small business (50 or few emp.)
“Best documentation creation platform
with Automation”
It provides a tool, for integrating spreadsheets, CRM systems and APIs to extract the necessary information, for document creation. It greatly assists in producing a number of documents. Additionally it offers a feature that allows for the creation of documents using conditional logic.
Dhara P.
Mid-Market (51-1000 emp.)
Save Time on Every Estate Plan You Create
Docupilot helps you create, customize, and deliver estate planning documents - fast, accurate, and fully automated.
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