Estate professionals: Schedule a free 30-minute intake automation call.
Estate Professionals and Individuals
One simple tool for wrangling estate paperwork chaos.
When someone dies, there are literally 847 different tasks that may need to be completed. The brutal truth? Missing just ONE can cost thousands of dollars or create permanent family rifts.
Individuals click here to get free tools for managing pre & post loss paperwork. Estate professionals book a free consult here:
Someone has died, or inevitably will die. DocuPlan helps you figure out how to navigate the administrative tasks that need to be done both pre and post death.
integrates with existing systems
Estate Professionals
You see this daily:
Clients arrive overwhelmed and unprepared
Critical information surfaces weeks into the engagement
You spend billable hours on education instead of legal strategy
Prospects choose competitors offering "free" consultations
Learn more about how DocuPlan delivers clients to your first appointment prepared and ready for planning. No back and forth paperwork chase.
Individuals
You're living this nightmare:
"I don't even know what I don't know"
"What if there's a life insurance policy I'm missing?"
"What if I pay debts in the wrong order and become liable?"
"What if my mistakes create permanent family conflicts?"
Get your or a family member's affairs in order with our easy to use checklists. Putting it off means even more headaches when you or others aren't around to help.
The Real Cost of Confusion
For Estate Professionals:
73% of prospects never return after overwhelming first consultations
Average intake requires 2.3 follow-up meetings just to gather basic information
You're competing on price instead of value because clients don't understand the complexity
For Individuals:
The average estate loses $23,000 to preventable mistakes and oversights
67% of families experience lasting conflict during estate settlement
Critical deadlines are missed while people try to "figure it out"
How AI Solves the Death Admin Crisis
DocuPlan's revolutionary AI interview system creates personalized action plans that ensure NOTHING gets missed, regardless of situation complexity.
The 15-Minute Interview Process
Situation Assessment: Our AI asks the RIGHT questions about assets, family dynamics, state laws, and special circumstances
Intelligent Analysis: Advanced algorithms compare your situation against 10,000+ successful estate settlements
Personalized Plan: Receive a step-by-step action plan with priorities, deadlines, and exact instructions
Ongoing Support: Plans update as situations change, ensuring nothing falls through cracks
What Makes DocuPlan Different
Unlike generic checklists that overwhelm you with irrelevant tasks, DocuPlan creates plans based on YOUR exact situation:
Smart Filtering: Only see tasks that apply to your specific circumstances
Priority Sequencing: Know exactly what to do first, second, third
Deadline Management: Never miss time-sensitive requirements
Cost Transparency: Understand financial implications before making decisions
Family Harmony: Scripts and communication strategies prevent conflicts
FOR ESTATE PROFESSIONALS
The Client-Ready Intake Revolution
BEFORE DocuPlan
Client calls → Schedule consultation → Client arrives overwhelmed
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Spend 45 minutes educating on basics → Client feels confused
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Schedule follow-up to gather missing information → Client no-shows
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Prospect chooses competitor offering "free" consultation
AFTER DocuPlan
Prospect visits your website → Completes DocuPlan assessment in 15 minutes
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Receives personalized education about their specific needs
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Arrives at consultation prepared and ready to engage your services
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You focus on legal strategy, not basic education → Higher conversion rates
Get easy to use tips on keeping your money and data safe: