Estate Planning

Draft and manage fully customizable estate planning documents.

Estate Planning (Get a Free Trial – Expandable)
By submitting this form, you are agreeing to Appara’s Privacy Policy and Terms & Conditions. You are also agreeing to receive information and offers relevant to Appara’s solutions, and can opt-out at any time.

Customize your precedents for easy drafting.

Customizable documents and easy to use interface means less time drafting and reviewing. Your templates, powered by Appara.

Sick of products that force you to use their precedents? With Appara you can set your custom precedents ahead of time, so your documents are generated with your preferred fields and language.

Or use Appara’s default templates for establishing and amending Family Trusts, Spousal Trusts, Alter Ego Trusts, and for preparing Wills, Multiple Wills, Powers of Attorney and Representation Agreements. Plus, Appara’s generative AI Clause Picker makes it quick and easy to add additional custom clauses to your documents on a case-by-case basis.

Easy Drafting

Save time with Appara’s built-in document editor.

Document Editor EcoSystem

Editing made easy: Create, edit, and send documents in one ecosystem.

Forget about “version control” or importing and exporting documents. Appara’s in-app document editor means you can make changes directly within the Appara environment – and with robust collaboration and sharing features, you can share documents with colleagues, add comments, and track changes…even if your team’s all over the world.

Reclaim your time with a custom client questionnaire.

Eliminate data input from your drafting process.

No more headaches, no more triple checking for mistakes. Appara’s customizable client questionnaire form removes the need for cumbersome data input, including typos. Once the client completes the questionnaire, their information is stored in your records, and is the source for populating the documents. Fast, Efficient and Accurate.

Rapid Automation

Worry-free database management.

Database Management

Ditch the platform fatigue with one central database.

Say goodbye to multiple platforms. With Appara’s fully integrated, cloud-based database, you can easily import client information across practice areas, and track who has a Will and whether the Will is stored at your firm. Further, perform estate planning transactions, real estate work, and corporate governance all within the same platform – saving you and your team time!

Spend more time with clients and less time with documents.

Appara tackles the tedium for you, so you can focus on your clients.

Your time and expertise are valuable. Your clients don’t come to you because you can create documents, they come to you for your legal and estate planning advice.

Your time should be spent with your clients, providing them with the advice to enable sound decisions. Once the decisions are made, the document preparation should be effortless. Appara’s document automation platform provides efficient document preparation from start (data input) to finish (completed documentation storage) – helping you serve your clients.  

Document Analysis

Choose Your Bundle

Estate Planning

For lawyers, estate planners, paralegals, law clerks and notaries.

Wills

Rapidly produce Wills and associated documents.

Trusts

Perform advanced Estate Planning work.

Appara Pro

Your all-in-one estate planning solution.


Simplify complex corporate and estate planning transactions with Appara Pro, our multi-step, multi-entity transaction solution.

Streamline processes, generate documents, and gain valuable insights with dynamic visual charts.

Appara Pro is the only product on the market that supports seamless transactions across different practice areas.

 

Appara Pro

Featured Resources

Reclaim your time and sanity today.

Estate Planning (Get a Free Trial – Expandable)

By submitting this form, you are agreeing to Appara’s Privacy Policy and Terms of Service
You are also agreeing to receive information and offers relevant to Appara’s solutions, and can opt-out at any time.