Estateur Pro

6.6easy start · #10 of 43
in Legal Client Portal Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $199.20/mo.

Estateur Pro is ranked #10 of 43 in legal client portal software on The Geeks Club. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $199.20/mo.

Estateur Pro plans and pricing

All plans

Estateur Pro $249/mo $249/user/month Unlimited clients · per-user billing · card required for trial estateur.com · 1 Oct 2026

Estateur Pro $2390.40/yr $2,390.40/year — save 20% Unlimited clients · per-user billing · card required for trial estateur.com · 1 Oct 2026

Compared on legal client portal software

Free plan: No
Paid from: $249/user/mo
Client messaging: Yes
Secure document exchange: Yes
Electronic signatures: Yes
Online client payments: Yes
Client intake forms: Yes
Matter status updates: Yes

Best Estateur Pro alternatives

See all 20

8am MyCase 0 of 4 in the starter kit Lesson 17.8 LawConnect 0 of 4 in the starter kit Lesson 27.6 SimpleLaw Document Automation 0 of 4 in the starter kit Lesson 37.6 CosmoLex 0 of 4 in the starter kit Lesson 47.0 Jusnote 0 of 4 in the starter kit Lesson 56.8 Jursu 0 of 4 in the starter kit Lesson 66.7

The record

Purpose: Estateur Pro is a branded estate-planning workspace for attorneys and law firms covering drafting, client intake, portals, execution, payments, and firm tools.
Jurisdiction coverage: The platform supports estate-plan drafting across all 50 states and the District of Columbia.
Attorney drafter: Its drafter offers guided interviews, attorney-direct clause control, joint and mirrored plans, trust options, live validation, and reusable defaults.
Document catalog: The document library includes wills, revocable living trusts, pour-over wills, powers of attorney, healthcare documents, HIPAA authorizations, trust certificates, and property memoranda.
Trust funding: A per-client trust-funding tracker records retitled assets and accounts with checklists and status.
White labeling: Firms can use their own name, logo, and colors across client portals, generated documents, emails, and notifications.
Signing: Client Service Agreements use Documenso e-signature, while estate-plan documents use notarization with remote online notarization where permitted and state-specific instructions elsewhere.
Integrations: Connectors include Airtable, Notion, Asana, ClickUp, Trello, Linear, Monday.com, Slack, Discord, webhooks, Google Calendar, Stripe, and Clio-compatible CSV export.
API: The REST API is available only on the Firm plan, uses firm-scoped API keys, and allows up to 120 requests per minute per key.
Encryption: Client contact details and uploaded documents are encrypted at rest with AES-256-GCM, while application traffic uses TLS and passwords use bcrypt hashes.
Security certifications: Estateur states that it has not obtained SOC 2 Type II, has not commissioned a third-party penetration test, and does not offer two-factor authentication today.
Data use: Estateur says it does not sell client data, market to clients, or use matters to solicit anyone, and documents can be exported.
Support and onboarding: Signup, onboarding, and billing are self-service, with a setup wizard and in-app product tour and no sales call required.
Professional responsibility: Estateur is software for licensed professionals, not a law firm, and the subscribing attorney remains the professional of record responsible for reviewing documents.
Price from: $199.20/mo

Where it ranks on The Geeks Club

Best Legal Client Portal Software in 2026#10 of 43

Is Estateur Pro yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Estateur Pro

Sources

estateur.com/attorneys· checked 1 Oct 2026
estateur.com/features· checked 1 Oct 2026
estateur.com/integrations· checked 1 Oct 2026
estateur.com/developers· checked 1 Oct 2026
estateur.com/security· checked 1 Oct 2026
estateur.com/attorneys/pricing· checked 1 Oct 2026