Our Software
Streamline Your Estate Planning Practice

Nearly half of Canadian adults don't have a will, and the gap is even wider among younger generations. As awareness grows and demographics shift, law firms face increasing demand for estate planning services—but traditional workflows can't scale without sacrificing the quality and customization clients expect from professional legal guidance.

IntellEstate is an electronic will platform built specifically for legal professionals. It streamlines your entire estate planning workflow, from client onboarding and document drafting through to authenticated signing and secure storage. Rather than replacing your expertise, IntellEstate amplifies it—letting you serve more clients while maintaining the professional judgement and customization that distinguish lawyer-managed estate planning.

Unlike consumer will platforms, IntellEstate is designed for the complexity of real estate planning work. Flexible templates, firm-specific standards, and built-in compliance checking mean less manual work and fewer errors, while Canadian-hosted infrastructure keeps your clients' sensitive information secure and compliant.

What IntellEstate is best at

Our Services

Smart Client Intake
Customizable intake forms that capture structured client data upfront, reducing back-and-forth and accelerating onboarding.
Automated Document Drafting
Generate electronic wills automatically from client data, with your firm's templates, clauses, and standards applied consistently.
Flexible Templates
Apply and customize templates, standard clauses, and firm-specific language to handle everything from simple wills to complex estates.
Secure Canadian Storage
Store and retrieve documents on Canadian servers, with the security and data residency your clients' information requires.
Built-in Compliance Checking
Catch errors and flag potential issues before documents go out, with automated validation against current requirements.
Integrated Signing Coordination
Coordinate authenticated electronic signing with scheduling integrations, making execution seamless for you and your clients.
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