AI estate planning software for attorneys
The first draft is no longer your job.
Vestium turns a finished client intake into review-ready wills, trusts, and powers of attorney in minutes — with every judgment call flagged for your review. Spend your time practicing law, not retyping precedent.
Georgia-first drafting · Nothing reaches a client without your approval · Free trial, no card required
Four documents drafted in parallel from one intake — a will, revocable living trust, durable POA, and healthcare directive, all at once.
The AI never decides quietly. Anything that requires attorney judgment is marked in the text — resolve each flag before you approve.
Your approval is the gate. Clients only ever see documents you've reviewed, edited, and signed off on.
How it works
From “new client” to “ready to sign” — one straight line.
No blank templates, no copy-paste from the last matter, no chasing clients by hand.
Intake happens once
Send clients a link to your branded portal, or run the structured interview yourself. Seven plain-language sections, mobile-first, resumable — clients finish on their own time.
Vestium drafts, in parallel
Wills, revocable living trusts, durable POAs, and advance healthcare directives — drafted simultaneously from the intake, following your firm's own templates if you've uploaded them.
You review like a partner, not a typist
Resolve flags one by one, edit directly, or describe a change and preview the AI's revision before applying it. Every version is kept — nothing is ever overwritten.
Clients approve in your portal
Finalize with one click and your client is notified to review under your brand. They approve — or request changes — and you schedule the in-person signing.
Features
Everything between intake and execution.
Vestium runs the whole matter — so the only thing on your desk is the decision only you can make.
Parallel document generation
All recommended documents draft at the same time from a single intake. The full set arrives together, ready for review.
Embedded review flags
Judgment calls are flagged inline — guardian choices, tax elections, unusual bequests. Resolutions survive edits, so nothing gets lost between versions.
Revise with AI — preview first
Describe a change in plain English and see the proposed revision with a summary of what moved. Nothing is saved until you apply it.
Append-only version history
Every edit, AI revision, and restore creates a new version. The record of what changed — and why — is always intact.
White-labeled client portal
Your logo, your colors, your firm's name. Clients complete intake and review documents in a portal that looks like yours — because it is.
Client change requests
Clients can request a change on any document — it lands in your review panel with one-click “Address with AI,” and approvals stay honest automatically.
An agent that chases intakes
The Intake Coordinator watches for stalled matters and drafts the follow-up email in your tone. You approve; it never sends on its own.
Your templates, honored
Upload your firm's .docx forms and Vestium drafts inside your structure — your clause order, your defined terms, your style.
A pipeline that tells you what's next
Every matter shows one computed next step — continue intake, review two documents, notify the client. No stage is ever a dead end.
Client portal
Your clients see your firm. Not ours.
A white-labeled portal handles the two things clients actually need to do — answer questions and approve documents — without accounts, passwords, or PDFs over email.
- Magic-link sign-in — clients click a secure link in their email and they're in. No passwords to reset, ever.
- Plain-language intake on their phone, resumable across sittings — answers flow straight into drafting.
- Clients review clean, sanitized documents — your internal review notes are never exposed.
- Approve or request a change per document; you're notified either way and approvals stay in sync automatically.
Intake Coordinator
Stalled intakes chase themselves.
Half-finished questionnaires quietly kill matters. Vestium's background agent notices when a client goes dark and drafts the nudge — so following up stops being a job.
- Detects stalled intakes automatically on the cadence you set.
- Drafts a personalized follow-up in your tone, aware of exactly where the client left off.
- Waits in your inbox — edit, approve, or dismiss. It never emails a client without your sign-off.
- Every detection, draft, and send is logged to the matter's activity trail.
Why Vestium
Built the way an estate practice actually runs.
Plenty of tools bolt AI onto document assembly. Vestium is designed around the thing that matters: your professional judgment.
Georgia law, encoded — not prompted
Statutory execution requirements — witness counts, notarization, self-proving affidavits — live inside Vestium's drafting rules. You don't remind the AI what O.C.G.A. requires; it already knows.
The AI shows its uncertainty
Instead of confident guesses, drafts arrive with explicit flags wherever a human decision is required. You always know exactly what to look at — and what the AI didn't decide for you.
Respects in-person execution
Georgia estate documents are executed before a notary and witnesses. Vestium's client flow ends at mutual approval — it will never tempt a client into an e-signature that puts the plan at risk.
Every version, every action, on the record
Append-only document history and a full activity log mean you can always show what changed, when, and who approved it. Your file is your defense.
Security & control
Built like attorneys expect.
Firm-level data isolation
Row-level security at the database layer — each attorney's clients, matters, and documents are isolated by policy, not by convention.
Server-side AI, always
Every AI call runs on the server. Client data is never processed in the browser, and no keys or content are exposed to the front end.
Hardened client access
Portal magic links are stored as SHA-256 hashes and sessions live in HTTP-only cookies. Clients never have passwords to lose.
Append-only history
Document versions are never deleted or overwritten. Restores write forward, so the full chain of custody is always reconstructable.
Invite-gated access
No open signup. Every attorney account is provisioned through an admin-issued invitation, with a complete access-control audit log.
You are the approval gate
No document is sent, shared, or shown to a client until you approve it. The agent never emails anyone without your explicit sign-off.
FAQ
Questions attorneys ask us.
Is Vestium a substitute for an attorney?
No — and it's not trying to be. Vestium is software for licensed attorneys. The AI produces first drafts and flags every point that requires professional judgment; nothing reaches a client until you've reviewed and approved every document. You remain the lawyer. Vestium removes the typing.
Which states does Vestium support?
Vestium is validated for Georgia today — statutory execution requirements like witness counts, notarization, and self-proving affidavits are encoded directly into its drafting rules. Additional states are on the roadmap, and the architecture is built to add jurisdictions cleanly.
Which documents can it draft?
Last Will & Testament, Revocable Living Trust, Durable Power of Attorney, and Advance Healthcare Directive — drafted in parallel from a single intake. Vestium recommends a document set based on the client's situation; you always have the final say. More document types are planned.
How does the free trial work?
Leave your email below and we'll set up your account personally — Vestium is invite-gated, so onboarding is white-glove, not self-serve. You'll run a real matter end to end: intake, drafting, review, and client approval. No credit card required.
Do my clients need accounts or passwords?
No. Clients receive a secure magic link by email and land in a portal branded with your firm's logo and colors. No passwords, nothing to install, and it works on their phone.
Can clients e-sign their documents?
Deliberately not. Georgia estate documents must be executed in person before a notary and witnesses, so the client flow ends at mutual approval — your client reviews and approves in the portal, then you schedule the in-person signing. We won't offer a shortcut that puts a plan's validity at risk.
Can Vestium use my firm's own templates?
Yes. On the Practice plan, upload your .docx forms per document type and Vestium drafts inside your structure — your clause order, your defined terms, your style — instead of a generic form.
Is my client data secure?
Each firm's data is isolated with database-level row security. Portal links are stored as SHA-256 hashes, sessions use HTTP-only cookies, all AI calls run server-side, and every action is written to an audit log. Document history is append-only — nothing is ever silently overwritten.
Never start from a blank template again.
Try Vestium free on a real matter — intake to client approval. We'll set up your account and walk you through your first file.
Free trial · No credit card · Built for Georgia estate planning attorneys