Is using AI to draft estate documents allowed under bar ethics rules?
Generally yes, with safeguards. The ABA's Formal Opinion 512 (July 2024) says lawyers may use generative AI when they stay competent with the tool, protect client confidentiality, supervise its output and verify the results. LegalGEN is built around that model: documents are drafted from your own templates and language, and you review them as the attorney. Always check your own state bar's guidance, since some states add their own rules.
How accurate are the drafts? Will the AI make up legal language?
The AI's job is to collect and organize your client's answers and map them into your own templates and drafting language. The legal text comes from your documents, not from a blank page, and you review every document before it goes to a client.
Does it handle my state's requirements?
Because documents are built from your own templates, they carry the state-specific language, execution formalities and clauses you already use. On the demo we walk through the workflow for your state so you can see it before you decide.
How is my clients' data protected?
Client confidentiality is the starting point: the platform is attorney-branded and your firm owns its client relationships. On the demo we cover how data is stored, who can access it and how it is protected, which is the vendor due diligence ABA Opinion 512 expects you to do.
Is this just another LegalZoom?
No. DIY platforms sell to consumers under their own brand. LegalGEN works the other way around: it is your brand, your documents and your client relationship, and it does not replace the attorney.
Does it work with the tools I already use?
Smart Estate Planning includes the client portal, payment integrations, discount codes and reporting. If you rely on a specific practice-management or CRM tool, tell us on the demo and we will say honestly what connects today.
Will my clients see LegalGEN?
No. The platform is attorney-branded, so clients only ever see your firm. Your firm owns its client relationships.
Do I have to change my documents?
No. LegalGEN uses your own legal documents, templates, workflows and drafting language, so the output reads like your firm and your IP becomes the foundation for your AI.
What does Smart Estate Planning include?
Attorney-branded wills and trusts, automated document drafting and automatic updates, an AI-powered attorney dashboard with a client portal, payment integrations, discount codes and reporting. It is $275/mo.
How is pricing structured?
Smart Estate Planning is $275/mo. Smart Intake is $99/mo, and the White Label Platform starts at $500/mo with volume pricing available. We walk through the right fit on the demo.
Am I locked into a contract?
No. There are no long-term contracts, and there is a 30-day money-back guarantee.
Who is LegalGEN built for?
Estate planning attorneys, especially solo practitioners and small firms who want to convert more prospects into completed matters without adding drafting hours.
How much time does it really save?
Firms report an average of 6–10 hours of attorney time per client today. With LegalGEN the total workflow time is under one hour.
What do I need to get started?
Book a demo. We will show you the platform, map your templates to the workflow, and you can see exactly how clients would experience your branded version.
