FOR ARIZONA ESTATE-PLANNING FIRMS
From client intake to signature-ready documents.
Send the questionnaire. Review the answers. Approve. Your trust, wills and deeds are generated from your own templates as Word files.
WHAT YOU GET
The practice work, in one place.
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Questionnaire, approval, then documents
The client fills the intake. You review and approve. The trust and wills are generated as Word files from your own templates.
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Deed automation
Property deeds are prepared from the matter record, so names and legal descriptions are not retyped.
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Conflicts check
Type a name. Get a table back across the parties in your matters, with partial matches flagged.
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Client records
One record per client with relationships, documents and a status that reflects the actual matter.
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Client email
Birthday notes, review requests and broadcasts drafted for you and sent on your approval, to the list already in your records.
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Booking and invoicing
A booking link for consults, and invoices your clients can pay online.
A LIVE MOMENT
Run a conflict check, right here.
Type a name. We'll return a sample conflicts table across the parties in a made-up firm. Same shape as the real thing, scoped to a demo.
Marked as a demo. No real names. Try “Andrew Holt” for an exact match.
DRAFTING
Drafts that wait for your approval.
The Approve button is the gate. Nothing is final until you have reviewed it.
- Fills your own templates from the client's intake answers.
- Prepares the property deed from the same matter record.
- Holds every draft for attorney review.
Arizona first.
We are starting with Arizona estate-planning firms, and deed automation is the first thing we built for them.
PRICING
One published price.
Try Custom Law on your next client intake.
Request pilot access or book a 30-minute call.
We respond within one business day.