How can I automatically create an estate plan for my clients?

Upload your estate planning guides, intake questionnaires, state-specific law summaries, and even your website content to Chatref. The agent learns your exact terminology and advice, so it answers questions like “What is a revocable trust?” or “Do I need a will if I already have a living trust?” from your material, not from guesswork.

• Your knowledge base stays under your control and never expires - no 14-day deletion risk.
• Responses are grounded in your own content, so they match your firm’s voice and disclaimers.
• Unlimited agents mean you can have separate bots for probate, guardianship, and business succession if needed.

Manual back-and-forth emails eat hours. Chatref’s custom actions let you embed a smart data-collection flow right in the chat window. The agent asks the right questions - beneficiary names, asset types, distribution percentages - then hands the structured data to your document automation platform.

• Build a single action that fires a Docusoft, WealthCounsel, or HotDocs API call to generate a draft will or trust.
• All collected data is available in the conversation inbox, so your staff can review before finalizing.
• Every interaction runs through Chatref’s AI agents, which keep the experience conversational and natural for clients.

You don’t need a developer to connect Chatref to your existing tools. Custom actions accept a webhook URL from any document generation service, and our onboarding flow walks you through the six steps from training to live widget in under an afternoon. The client-facing widget sits directly on your firm’s site, so the entire automated estate plan creation happens where your clients already are.

• One snippet of code embeds the widget; origin allowlisting keeps it locked to your domain.
• All features (unlimited agents, lead capture, custom branding) are included on every account - no paywalls.
• Responses cost only 1-5 coins from a prepaid balance; no monthly subscriptions.

How to automate estate plan creation?

Train a Chatref AI agent on your firm’s estate planning documents, then set up a custom action that collects client information through the widget and sends it to your document automation software. The agent qualifies clients, captures consent, and triggers a plan draft - all automatically.

Can I create an estate plan without manual input?

Yes, with a few caveats. The AI agent handles the entire front-end conversation and data gathering, then pushes the details to your drafting system. Your staff still reviews the generated plan for accuracy before delivery, but the initial creation is fully automated, eliminating repetitive intake work.

What software automates estate planning?

While many document assembly tools exist (e.g., WealthCounsel, ElderDocx, HotDocs), Chatref doesn’t replace them. It acts as the client-facing layer that captures all necessary input and triggers those tools. The pairing delivers a seamless automated estate planning experience.

How to set up automated estate planning?

Create a free Chatref account (no credit card needed) and start with the $50 credit. Upload your firm’s content, configure a custom action that points to your document software’s webhook, and embed the widget on your site. The onboarding guide takes you step by step, and you’ll be running a fully automated intake-and-draft pipeline the same day.