Estate planning, from first enquiry to final documents
Wills, trusts, powers of attorney and directives, drafted from your client's answers. Every package below shows how each of its documents is signed.
Start your 30-day free trialOne matter, start to finish.
A prospect fills in your form and lands in Clause, ready to become a client.
Name, email, what they need and where, filed before you've read it.
Signed on their phone before they've left the parking lot.
Each spouse signs the letter and the disclosure in one session, and the certificate outlives the file.
The moment they sign, Clause can send the questionnaire for you.
Every answer saves as they type, and you can fill in or fix answers yourself.
Their answers become their documents.
One click drafts the will, the trust and the powers of attorney, their names already in them.
One private link to read, comment and approve.
Their approval shows on the matter the moment they press it.
When the matter leaves, it leaves whole.
Every final document and signed copy, one download, with a manifest of what's inside.
A library you can draft from today.
Draft a full Texas estate plan on day one. Eight packages and forty-six document types, with forty-two forms written and maintained by Clause Legal.
Publish your own template and yours is the one that drafts. Clause reads it, finds the blanks, and shows you where each answer comes from before you publish.
Know how every document is signed
- Signed together before the notaryStatutory Durable Power of Attorney, Appointment for Disposition of Remains
- Witnesses requiredLast Will and Testament, Directive to Physicians
Draft from your own templates
- Upload a Word template
- Review matches
- Publish
See every plan and how it is signed.
How each document in this package is signed in Texas, grouped by who signs it and who has to be there.
Already signed, before the appointment
Signed already, through Clause's own signature ceremony, before the rest of the plan. Check it is signed; there is nothing to do with it at the appointment.
- Legal Services Agreement
Signed together before the notary
A notary takes the acknowledgment. No witnesses are required for these.
- Statutory Durable Power of Attorney
- Appointment for Disposition of Remains
Witnesses required
These need witnesses in the room. Read each line: the number and who may not serve are not the same for all of them.
- Last Will and Testament
- Directive to Physicians
- Medical Power of Attorney
- Declaration of Guardian
- Declaration Regarding Anatomical Gifts
Signed by the client, no witnesses and no notary
The client signs and dates. Nothing in this group needs a witness or a notary unless its own line says otherwise.
- HIPAA Authorization
- Final Wishes
- Personal Property Memorandum
Nothing to sign
These carry no signature line for the client.
- Closing Letter
One practice. One price.
Unlimited matters.
Every step of a matter, from the first enquiry to the archive, on one plan. No per-document charges, no per-client charges, and no cap on matters.
MATTERS
- A full Texas estate plan you can draft on day one
- Your own templates drafting first, the moment you publish them
- Documents drafted from your client's answers in one click
- Engagement letters signed on your client's phone
- Clients followed up for you, and website enquiries filed for you