LegalGEN
LegalGEN is a paid attorney-branded AI platform for estate-planning law firms, available through web and API access.
What LegalGEN is
LegalGEN is a paid attorney-branded AI platform for estate-planning law firms, available through web and API access. Firms provide their own documents, templates, workflows, and branding for client intake and document preparation. Smart Intake offers mobile-friendly questionnaires, a branded client portal, AI organization of client information, and real-time attorney notifications. Smart Estate Planning generates wills, powers of attorney, advance directives, and revocable living trusts from firm templates. LegalGEN says a licensed attorney reviews and approves every generated document and retains legal responsibility. Clients can pay during intake through Stripe, with payments sent directly to the firm’s bank account. Native integrations include Clio, MyCase, and WealthCounsel. REST API access is available with White Label or as an add-on for Online Will & Trust subscribers. The service supports attorneys in all 50 US states, with state-specific templates customized during onboarding.
Good
- Branded questionnaires and client portal
- Generates multiple estate-planning document types
- Licensed attorney review is specified
- Native Clio, MyCase, and WealthCounsel integrations
- Available in all 50 US states
Watch out
- No free plan
- No free trial
- Plans and packages have different pricing models
- State-specific templates require onboarding customization
Who it suits
LegalGEN is designed for estate-planning attorneys and firms handling online intake and document generation. White Label also targets established firms, legal-plan providers, and multi-state practices.
Verdict
LegalGEN combines branded intake, attorney-reviewed document generation, payments, and legal-practice integrations. It fits estate-planning firms seeking firm-specific workflows, with pricing ranging from per-client packages to monthly plans.
Plans and prices
From LegalGEN's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Online Will package | $29, paid once | Pay-per-converted-client pricing; packages vary · per converted client |
| Trust package | $49, paid once | Pay-per-converted-client pricing · per converted client |
| Smart Intake | $99 a month | Unlimited client intake sessions · email and chat support · billed monthly |
| Smart Estate Planning | $275 a month | Online wills · powers of attorney and advance directives · revocable living trusts · AI document generation using your templates · billed monthly |
| White Label Platform | $500 a month | Based on firm size and volume · API access · dedicated implementation team · ongoing operational support and SLA · or volume-based pricing · imp. fee for custom options |
The facts
Each one read from LegalGEN's own pages, with the date it was checked.
What it does
- About
- LegalGEN identifies Enrico Linscheer as Founder and CEO and Maria Chen as Co-Founder and CTO; the About page does not state a founding year or headquarters.checked 8 Oct 2026
- Attorney review
- LegalGEN says every generated document is reviewed and approved by a licensed attorney, who retains legal judgment and responsibility.checked 8 Oct 2026
- Commitment
- The pricing page says Digital Intake and Online Will & Trust have no long-term contracts and can be canceled anytime; all plans include a 30-day money-back guarantee.checked 8 Oct 2026
- Document drafting
- Smart Estate Planning generates wills, powers of attorney, advance directives, and revocable living trusts using the firm's own templates.checked 8 Oct 2026
- Intake
- Smart Intake provides mobile-friendly online questionnaires, an attorney-branded client portal, AI-powered data organization, and real-time attorney notifications.checked 8 Oct 2026
- Integrations
- LegalGEN lists native integrations with Clio, MyCase, and WealthCounsel, and offers REST API access on White Label or as an add-on for Online Will & Trust subscribers.checked 8 Oct 2026
- Limits
- LegalGEN says it is available to estate planning attorneys in all 50 US states, with document templates customized to state requirements during onboarding.checked 8 Oct 2026
- Payments
- Clients can pay online during the intake workflow, and LegalGEN says it uses Stripe to process payments directly to the firm's bank account.checked 8 Oct 2026
- Purpose
- LegalGEN is an attorney-branded AI platform for estate planning law firms that uses each firm's documents, templates, workflows, and brand to automate estate planning.checked 8 Oct 2026
- Support
- Smart Intake includes email and chat support; Smart Estate Planning includes priority support and an onboarding call.checked 8 Oct 2026
- White-label support
- White Label includes a dedicated implementation team and ongoing operational support with an SLA.checked 8 Oct 2026
- Who it serves
- The platform is designed for estate planning attorneys, with White Label also aimed at established firms, legal plan providers, and multi-state firms.checked 8 Oct 2026
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