Estate.Studio is an AI-powered estate planning platform for both consumers and estate planning professionals. For professionals, it offers automated client discovery, real-time risk analysis, secure document storage, and collaborative workflows with clients. Launched by a Plantation, FL attorney (covered by Florida Bar News, Jun 2025). Also built by Haimo Law firm. Has Zapier integrations (8000+ apps), Tarvent integration, and a Trustpilot page (3.7/5, 1 review). Very early stage: ~2 employees, 16 LinkedIn followers. Dual-use: consumers can organize their own estates while professionals can manage client estate plans. Platform simplifies estate planning by automating asset organization, document management, and advisor collaboration.
Company Info
- Founded: 2018
- Team size: 1-10 employees
- Funding: $385K
- HQ: United States
- Sector: Family Office, Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Estate.Studio is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Estate.Studio addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Estate planning attorney drowning in intake paperwork and document formatting spends more time on administrative tasks than substantive legal work, limiting how many clients they can serve
Where it fits in your workflow
Community Data
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