AI estate planning software for attorneys
The first draft is no longer your job.
Vestium turns a client intake — or your meeting notes — into a complete, review-ready estate plan in minutes: will, trust, powers of attorney, healthcare directive, and the ancillaries, with your state's execution rules built in and every judgment call flagged.
Validated in Georgia · rules encoded for 7 more states · Nothing reaches a client without your approval · Free trial, no card required
Up to seven documents drafted in parallel from one intake — will, revocable trust, durable POA, healthcare directive, HIPAA release, certification of trust, and the trust assignment — all at once.
The AI never decides quietly. Anything that requires attorney judgment is marked in the text — resolve each flag before you approve.
Your approval is the gate. Clients only ever see documents you've reviewed, edited, and signed off on.
How it works
From “new client” to “ready to sign” — one straight line.
No blank templates, no copy-paste from the last matter, no chasing clients by hand.
Intake happens once — however it arrives
Send clients a link to your branded portal, run the structured interview yourself, or paste your meeting notes and let Vestium fill in all seven sections for your review.
Vestium drafts the whole package
Core instruments and ancillaries draft simultaneously from the intake, with your state's execution formalities and statutory citations injected — and your firm's own templates honored if you've uploaded them.
You review like a partner, not a typist
Resolve flags one by one, edit directly, or describe a change and preview the AI's revision before applying it. Every version is kept — nothing is ever overwritten.
Clients approve in your portal
Finalize with one click and your client is notified to review under your brand. They approve — or request changes — and you schedule the in-person signing.
Features
Everything between intake and execution.
Vestium runs the whole matter — so the only thing on your desk is the decision only you can make.
Wills, trusts, and the ancillaries
Seven document types — including the HIPAA authorization, certification of trust, and assignment to trust that make a plan actually work — recommended from the client's situation and drafted in parallel.
State rules, encoded
Witness counts, notary requirements, self-proving affidavits, statutory POA and healthcare forms, community property, homestead — injected into every draft from a per-state rule set, not left to the model's memory.
Import from notes
Paste meeting notes, an interview transcript, or a prior questionnaire — or upload a .docx — and Vestium pre-fills the intake and lists the questions you still need to ask.
Plan map
One glance at the whole plan: who acts and who steps in, where the estate goes, what it contains — and the planning signals (minors, blended family, out-of-state property, tax thresholds) you'd otherwise dig for.
Embedded review flags
Judgment calls are flagged inline — guardian choices, tax elections, unusual bequests. Resolutions survive edits, so nothing gets lost between versions.
Revise with AI — preview first
Describe a change in plain English and see the proposed revision with a summary of what moved. Nothing is saved until you apply it.
Append-only version history
Every edit, AI revision, and restore creates a new version. The record of what changed — and why — is always intact.
White-labeled client portal
Your logo, your colors, your firm's name. Clients complete intake and review documents in a portal that looks like yours — because it is.
Client change requests
Clients can request a change on any document — it lands in your review panel with one-click “Address with AI,” and approvals stay honest automatically.
An agent that chases intakes
The Intake Coordinator watches for stalled matters and drafts the follow-up email in your tone. You approve; it never sends on its own.
Your templates, honored
Upload your firm's .docx forms and Vestium drafts inside your structure — your clause order, your defined terms, your style.
A pipeline that tells you what's next
Every matter shows one computed next step — continue intake, review two documents, notify the client. No stage is ever a dead end.
Client portal
Your clients see your firm. Not ours.
A white-labeled portal handles the two things clients actually need to do — answer questions and approve documents — without accounts, passwords, or PDFs over email.
- Magic-link sign-in — clients click a secure link in their email and they're in. No passwords to reset, ever.
- Plain-language intake on their phone, resumable across sittings — answers flow straight into drafting.
- Clients review clean, sanitized documents — your internal review notes are never exposed.
- Approve or request a change per document; you're notified either way and approvals stay in sync automatically.
Intake Coordinator
Stalled intakes chase themselves.
Half-finished questionnaires quietly kill matters. Vestium's background agent notices when a client goes dark and drafts the nudge — so following up stops being a job.
- Detects stalled intakes automatically on the cadence you set.
- Drafts a personalized follow-up in your tone, aware of exactly where the client left off.
- Waits in your inbox — edit, approve, or dismiss. It never emails a client without your sign-off.
- Every detection, draft, and send is logged to the matter's activity trail.
Why Vestium
Built the way an estate practice actually runs.
Plenty of tools bolt AI onto document assembly. Vestium was designed alongside a practicing estate planning attorney, around the thing that matters: your professional judgment.
State law, encoded — not prompted
Execution formalities and drafting rules live in a per-state registry that's injected into every draft. Georgia is validated end to end; California, Texas, Florida, New York, Illinois, North Carolina, and Virginia have their statutes encoded with attorney validation in progress — and you always see which tier a matter is on.
The AI shows its uncertainty
Instead of confident guesses, drafts arrive with explicit flags wherever a human decision is required. You always know exactly what to look at — and what the AI didn't decide for you.
Respects in-person execution
Estate documents are executed before a notary and witnesses. Vestium's client flow ends at mutual approval — and the matter shows exactly which formalities your state requires — so no one is ever tempted into an e-signature that puts the plan at risk.
Every version, every action, on the record
Append-only document history and a full activity log mean you can always show what changed, when, and who approved it. Your file is your defense.
How Vestium compares
Document assembly fills blanks. General AI guesses. Vestium drafts for review.
The honest version of the comparison — including where the alternatives still win.
| Template / document assembly | General-purpose AI chat | Vestium | |
|---|---|---|---|
| Starts from | A questionnaire you build and maintain | A blank prompt, every time | Structured intake, client portal, or your meeting notes |
| State execution rules | Baked into each template — accurate, but only for what you've written | From memory; varies run to run | Per-state registry injected into every draft; support tier shown on the matter |
| Judgment calls | Silent — the template can't know | Confident prose, no flags | Flagged inline; unresolved flags block approval |
| Document package | Whatever you've templated | One document per conversation | Will, trust, POA, directive + HIPAA, trust certificate, assignment — in parallel |
| Your own forms | Yes — it is your form | Paste and hope | Upload .docx; drafts follow your structure |
| Revisions | Re-run the merge | Re-paste the document | Edit, or describe the change and preview the AI's revision; every version kept |
| Client-facing | Usually none, or a bolt-on portal | None | White-labeled portal: intake, review, approve, request changes |
| Follow-ups | Manual | Manual | Intake Coordinator drafts them; you approve |
| Confidentiality | Depends on the vendor | Consumer terms — often trains on your inputs | Server-side API calls under commercial terms; no model training on client data |
| Where it still wins | Decades of clause libraries for complex tax planning | Free-form research and explanation | Georgia validated; other states' validation in progress — you review every draft |
Security & control
Built like attorneys expect.
Confidentiality isn't a feature tier. Every firm on Vestium gets the same isolation, the same audit trail, and the same rule: nothing leaves without you.
Firm-level data isolation
Row-level security at the database layer — each attorney's clients, matters, and documents are isolated by policy, not by convention.
Server-side AI, always
Every AI call runs on the server. Client data is never processed in the browser, and no keys or content are exposed to the front end.
No model training on client data
Vestium calls the Claude API under commercial terms that do not use customer content to train models. Your clients' facts stay your clients' facts.
Encrypted in transit and at rest
TLS on every connection; database and file storage encrypted at rest. Uploaded templates and notes live in private, per-firm storage.
Hardened client access
Portal magic links are stored as SHA-256 hashes and sessions live in HTTP-only cookies. Clients never have passwords to lose.
Append-only history
Document versions are never deleted or overwritten. Restores write forward, so the full chain of custody is always reconstructable.
Invite-gated access
No open signup. Every attorney account is provisioned through an admin-issued invitation, with a complete access-control audit log.
You are the approval gate
No document is sent, shared, or shown to a client until you approve it. The agent never emails anyone without your explicit sign-off.
FAQ
Questions attorneys ask us.
Is Vestium a substitute for an attorney?
No — and it's not trying to be. Vestium is software for licensed attorneys. The AI produces first drafts and flags every point that requires professional judgment; nothing reaches a client until you've reviewed and approved every document. You remain the lawyer. Vestium removes the typing.
Which states does Vestium support?
Georgia drafting is validated end to end. Statutory execution and drafting rules are also encoded for California, Texas, Florida, New York, Illinois, North Carolina, and Virginia — witness counts, notarization, self-proving affidavits, statutory POA and healthcare forms, community property, homestead, and state estate-tax thresholds — with attorney validation of sample output in progress. Every other state drafts from general knowledge with every execution block flagged. The matter header always shows which tier you're on.
Which documents can it draft?
Last Will & Testament, Revocable Living Trust, Durable Power of Attorney, Advance Healthcare Directive, HIPAA Authorization, Certification of Trust, and Assignment of Personal Property to Trust — drafted in parallel from a single intake. Vestium recommends a package from the client's situation (trust ancillaries come along whenever a trust does); you always have the final say.
How does the free trial work?
Leave your email below and we'll set up your account personally — Vestium is invite-gated, so onboarding is white-glove, not self-serve. You'll run a real matter end to end: intake, drafting, review, and client approval. No credit card required.
Do my clients need accounts or passwords?
No. Clients receive a secure magic link by email and land in a portal branded with your firm's logo and colors. No passwords, nothing to install, and it works on their phone.
Can clients e-sign their documents?
Deliberately not. Wills and most estate documents must be executed in person before witnesses and, in many states, a notary — so the client flow ends at mutual approval. Your client reviews and approves in the portal, the matter shows your state's execution checklist, and you schedule the in-person signing. We won't offer a shortcut that puts a plan's validity at risk.
Can Vestium use my firm's own templates?
Yes. On the Practice plan, upload your .docx forms per document type and Vestium drafts inside your structure — your clause order, your defined terms, your style — instead of a generic form.
Can Vestium fill in the intake from my meeting notes?
Yes. Paste your notes, an interview transcript, or a prior questionnaire — or upload a .docx or .txt — and Vestium pre-fills all seven intake sections for your review. Nothing is invented: fields the notes don't cover stay blank, sections you've already saved aren't overwritten unless you say so, and the open questions it noticed are listed for your next client call.
Is client data used to train AI models?
No. Vestium calls the Claude API under commercial terms that do not use customer content to train models. Client data is encrypted in transit and at rest, isolated per firm with database row-level security, and every AI call runs server-side.
Is my client data secure?
Each firm's data is isolated with database-level row security. Portal links are stored as SHA-256 hashes, sessions use HTTP-only cookies, all AI calls run server-side, and every action is written to an audit log. Document history is append-only — nothing is ever silently overwritten.
Never start from a blank template again.
Try Vestium free on a real matter — intake to client approval. We'll set up your account and walk you through your first file.
Free trial · No credit card · Built for estate planning attorneys — validated in Georgia, rules encoded for 7 more states