Statular
Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff.
What Statular is
Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff. It helps draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. A client interview can generate a complete estate-planning document package, while document analysis checks accuracy, spelling, and consistency to support attorney review. Branded questionnaires, client uploads, and portal messages feed client information into drafting workflows. Templates are organized by state and county with jurisdiction-specific language and formatting. Statular lists connections to Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; integrations with MyCase, Rocket Matter, Lawcus, and Smokeball are marked as coming soon. Essentials costs $495 a month, billed monthly, and covers one state, two users, and up to 30 matters per month. Growth costs $895 a month, billed monthly, and includes four users and up to 60 matters per month. A seven-day trial includes full access and unlimited document creation, with no credit card required. Statular says client data is encrypted in transit and at rest.
Good
- One interview can generate a document package
- Templates are tailored by state and county
- Seven-day trial requires no credit card
- Lists Clio, Lawmatics, and workflow webhooks
Watch out
- Essentials costs $495 a month
- Essentials covers one estate-planning state
- Not available for independent non-attorney use
- Several integrations are marked coming soon
Who it suits
Statular is for licensed US estate-planning attorneys and their authorized legal support staff. It is not available for independent use by non-attorneys.
Verdict
Statular brings client intake and estate-planning document workflows together for eligible US legal professionals. Its monthly plans have matter and state limits, so review the listed plan scope before choosing it.
Plans and prices
From Statular's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Integrations add-on | $49 a month | For Essentials subscribers connecting Clio and Lawmatics; included with Growth · monthly |
| Estate Administration add-on | $299 a month | State-specific probate and trust administration workflows and forms · up to 3 new administration matters/month · monthly |
| Additional EP State add-on | $299 a month | Adds document generation for states beyond the primary jurisdiction · monthly |
| Statular Business add-on | $299 a month | Business documents for clients with small businesses and rental properties · monthly |
| Essentials | $495 a month | 1 estate planning state · 3 deed pulls/month · 3 e-signed engagement letters/month · 2 users (1 attorney, 1 staff) · 30 matters/month · monthly |
| Growth | $895 a month | 4 users · 60 matters/month · 10 deed pulls/month · unlimited engagement letter e-signing · integrations included · priority support · monthly |
| Advanced | Priced on request | White-labeled client portal and emails · custom document packages · dedicated implementation and migration · custom integrations and import workflows · priority SLAs · firm-specific security protocols · additional user seats |
The facts
Each one read from Statular's own pages, with the date it was checked.
What it does
- AI data use
- Statular says AI is routed through AWS and Google Cloud and is never used for model training.checked 7 Oct 2026
- Client intake
- Branded client questionnaires, uploads, and portal messages feed client information into drafting workflows.checked 7 Oct 2026
- Document automation
- A single client interview can generate a complete estate planning document package.checked 7 Oct 2026
- Eligibility
- Statular is for licensed US estate planning attorneys and their authorized legal support staff, and is not available for independent use by non-attorneys.checked 7 Oct 2026
- Integrations
- The integrations page lists Clio and Lawmatics connections and webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked coming soon.checked 7 Oct 2026
- Jurisdiction support
- Templates are organized by state and county with drafting language and formatting tailored to each jurisdiction.checked 7 Oct 2026
- Notable limits
- Essentials includes one estate planning state, up to 30 matters per month, three deed pulls per month, and three e-signed engagement letters per month.checked 7 Oct 2026
- Purpose
- Statular provides estate planning attorneys with software to draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents.checked 7 Oct 2026
- Quality assurance
- Built-in document analysis checks accuracy, spelling, and consistency to support attorney review.checked 7 Oct 2026
- Security
- Statular states that client data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, and that it uses US-based AWS infrastructure.checked 7 Oct 2026
- Security program
- Statular says its information security program is aligned to the SOC 2 Trust Services Criteria and that multi-factor authentication is available for attorney and client accounts.checked 7 Oct 2026
- Support
- Trial users receive access to a knowledge base, video tutorials, and email support, while paid plans include personalized onboarding.checked 7 Oct 2026
The company
- Headquarters
- San Francisco, California, United Stateschecked 28 Sep 2026
Money
- Trial
- The seven-day trial includes full feature access, requires no credit card, and allows unlimited document creation.checked 7 Oct 2026
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