Estate.Studio

What it is Overview

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.

Integrations 4 platforms

Platforms Estate.Studio integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Zapier
Gmail
Kartra
Zapier Forms

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon

Upcoming webinars Pipeline pending

Alternatives 6 in Practice Management

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