See Estate Link in action with a personalized demo, then choose the plan that scales with your practice. No hidden fees, no surprises.
Perfect for solo practitioners
Ideal for growing firms
For large firms
Customize your plan based on your practice size and see exactly what you'll pay.
Ideal for growing practices
Request a personalized demo • No credit card required • See how it works
Estate Link provides all the tools you need to streamline your estate planning practice, from document automation to client management.
Automatically generate estate planning documents with client-specific information.
Secure portal for clients to access documents, schedule appointments, and communicate.
Seamlessly sync with your existing Practice Panther data and workflows.
Integrated calendar system with appointment scheduling and reminders.
Automate repetitive tasks and streamline your practice management processes.
Bank-level security with data encryption and secure hosting.
Have questions? We've got answers.
Yes! We offer a personalized demo where you can see Estate Link in action with your specific use case. Contact us to schedule your demo.
If you exceed your plan's client limit, we'll contact you to discuss upgrading to a higher tier. We won't cut off your access without notice.
No setup fees for Solo and Team plans. Enterprise plans may include setup costs depending on custom requirements.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.
We accept all major credit cards, ACH transfers, and can arrange invoicing for Enterprise customers.
Have more questions? We're here to help.
Join estate planning attorneys who are already streamlining their practices with Estate Link. Request a personalized demo to see how it can work for you.
Get answers to common questions about Estate Link pricing and plans.
Have more questions? We're here to help.