FOR SOLO & BOUTIQUE ESTATE PLANNING FIRMS
Complete, signing-ready estate plan packages, delivered within one business day. Flat fee per plan. Reviewed and signed by you. Your clients never know we exist.
FOR LICENSED ATTORNEYS ONLY · WE NEVER WORK WITH CONSUMERS · WE NEVER SPLIT FEES
Use your intake or ours. Client facts, planning decisions, distribution scheme — the lawyering stays yours.
A complete, signing-ready estate plan package — trust, pour-over wills, POAs, healthcare directives, funding documents — formatted, assembled, and consistent.
You review every page, request revisions, and sign. Your firm's name on everything. Your supervision throughout — exactly as if an associate drafted it.
Delivery commitment: within one business day of a complete intake. Most incumbent outsourced-drafting services quote seven.
Download a complete, redacted trust-based package. Read the clauses. Check the subtrust architecture. Mark it up against your own forms. This is the product — judged the only way an attorney should judge it.
We're not going to ask for 20 minutes of your day to decide whether you like us. Your first plan is free — a real matter, a real intake, a complete signing-ready package delivered within one business day. Judge the drafting, the speed, and the experience on an actual file. Then decide.
We confirm your bar licensure, you sign the vendor engagement (confidentiality included), and you send one real client intake.
The complete package arrives within one business day. Mark it up, request revisions, put it through your full review.
Sign it and deliver it to your client if it meets your standard. If it doesn't, tell us why and walk away. No card, no commitment, no follow-up gauntlet.
Before you send anything, you'll have our founder's name and Florida Bar number — K. Alan Becker, Esq., FL Bar No. 1010342. His license stands behind how your client data is handled. That's the point.
Every drafting-software vendor and outsourcing shop hides pricing behind a demo. We don't, because the math is the argument.
RLT with subtrust provisions, pour-over wills, POAs, healthcare directives, certificate of trust, funding documents.
Will-based estate plan with companion POAs and healthcare directives, formatted and assembled.
Restatement of an existing trust or targeted amendments, matched to your prior instrument's architecture.
Founding rates are locked for life for the first 10 firms — grandfathered as long as you remain a customer, even as standard rates rise. Seats are counted publicly. No subscription. No minimums. Pay per plan, only when you have a client.
Assumes the founding trust-plan rate ($595) and 1.5 hours of your review time per delivered plan.
Margin recovered per plan
$1,440
Recovered per year
$69,096
Attorney-hours returned / year
312 hrs
Extra plans / month you could take on
3
Move the sliders — the claim should survive your numbers, not ours. Defaults sourced: LeanLaw flat-fee study; Clio Legal Trends Report.
This engagement is structured the same way the ABA treats any outsourced drafting support (see ABA Formal Op. 08-451): you remain the lawyer, we remain the vendor.
Every document is reviewed, revised at your direction, and signed by you — the same Rule 5.1/5.3 posture as work by your own associate or paralegal.
You pay a flat vendor fee per plan. We take no percentage of your client fees, ever. Rule 5.4 clean by design.
We never communicate with, market to, or advise your clients. White-label output, your firm's name on every page.
Confidentiality agreement, access controls, no offshore transfer of client data.
“I didn't build this to sell to attorneys. I built it because I was the attorney — and my own firm runs on it every day. The drafting treadmill is now optional.”
K. Alan Becker, Esq. · Florida Bar No. 1010342 · Founder, Partner Counsel · Principal, The Succession Firm
The engagement mirrors the ABA's treatment of outsourced drafting support (Formal Op. 08-451). You remain the lawyer of record; we are a vendor. Every document is delivered for your review, you direct revisions, and you sign. The posture is the same as work product from your own associate or paralegal under Rules 5.1 and 5.3 — supervision is yours, liability is yours, and we never hold ourselves out as your clients' counsel.
Send one real intake. Get one complete, signing-ready plan — free. Judge the work, the speed, and the experience on an actual file, then decide.
Founding rates ($595 trust-based plans, locked for life) end when the tenth firm signs. The free first plan counts toward a founding seat. The seat count on this page is real, and it will not reset.