Estate Genius

Our mission is to make it easy to create best-of-breed estate planning documents. Estate Genius™ is an alternative to outdated software, redundant documents, and expensive licensing commitments. We are leading a movement of attorneys who seek smarter estate planning. We utilize cutting edge technology to support comprehensive estate planning. We offer an effortless, streamlined, and error-free solution. Estate Genius documents are robust, state-specific, and cover over ninety percent of estate plans. No two states, nor two clients are alike. Our software is designed to provide optimally individualized estate planning for both the client, and the states we serve. Estate Genius works with legal experts in Florida, California, Texas, New York, Pennsylvania, Illinois, Michigan, and Colorado, to ensure that documents capture the nuances and rules of each state, site state code, and that they are the most updated on the market. We track the changes in the law and ensure that each document is carefully curated. Estate Genius™ is proud to be a ProfitSolv company. ProfitSolv is a collection of best-in-class software solutions for professional service firms, utilizing a product-centric and customer-first approach. ProfitSolv solutions have been highlighted in Forbes, placing number one and two in legal software solutions respectively.

Website

https://www.estategenius.io/

External link for Estate Genius

Industry

Software Development

Company size

51-200 employees

Type

Privately Held

Founded

2020

Specialties

Estate Planning Software , Legal Tech Solutions, DPOA, Wills, Trusts, Healthcare, California, Texas, New York, Illinois, Michigan, and Florida