01 · Pricing
One price that covers the practice
$99 a month covers estate planning and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.
DocketBuddy connects planning intake, assets, beneficiaries, drafts, signing requirements, trust funding, and review follow-up in one client file.
30-day trial, no credit card. The sample needs no account.
See a sample estate planning case →View sample attorney brief →Synthetic samples use no client data. We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy
DocketBuddy is $99/month with every practice area included · 30-day trial, no credit card Pricing →
Intake, drafting, execution, funding, and later review stay in one continuous client record
Build the plan
Family, asset, beneficiary, and fiduciary facts stay consistent across attorney-review drafts
Complete execution
Readiness, execution details, and unresolved attorney decisions remain attached to each instrument
Keep it implemented
Asset funding, stale drafts, and scheduled review work remain part of the client record
01 · Pricing
$99 a month covers estate planning and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.
02 · Sources
Probate dates show the state rule they were calculated from, and will and trust signing requirements are shown for reference until you confirm them. When a rule is not verified, DocketBuddy says so instead of guessing.
Review coverage and sources →03 · Client documents
DocketBuddy checks each upload against the request, tells the client exactly what is still missing, and sends conflicting facts to you.
Fictional example
Free tools
Each tool shows its arithmetic or record check and says what still needs attorney review. No account needed, and what you enter stays in your browser.
Account statements become suggested asset entries for your review, and you add real estate by hand.
Planning draft from intake, with signing requirements confirmed by the attorney before any signing.
Probate dates are calculated in the states DocketBuddy covers, with the source shown for each. You verify every date before relying on it.
What it does
ESTATE & PROBATE INTAKE
Clients answer a short intake and upload documents by category from any device. You record family, asset, beneficiary, and agent details in one planning intake.
ASSET INVENTORY
Upload bank, brokerage, and retirement statements and DocketBuddy suggests asset entries for your review. Add real estate and insurance by hand.
BENEFICIARY MANAGEMENT
Record each beneficiary's share and circumstances and see amounts calculated from the estate inventory.
WILL DRAFTING
Testamentary recitals, specific bequests, residuary estate, and executor appointment drafted from intake data. A defective will is only discovered after death, so attorney review is required before any use.
TRUST DRAFTING
Grantor, trustee, successor trustee, distribution, and funding provisions drafted with a pour-over will. You confirm signing requirements for the state.
POA + HEALTHCARE DIRECTIVE
Durable power of attorney and healthcare directive drafted from intake answers. The draft flags where your state may require its statutory form, and you confirm before signing.
PLAN SET
The will, trust, powers of attorney, and healthcare directive draft together as one set.
DOCUMENT READINESS
Every draft shows exactly what is still missing before it goes to the client for review
DRAFT REFRESH
When a life change touches a document, that draft redraws in place instead of starting the plan over
PLAN REVIEW
A checklist maps life changes to affected drafts, refreshes the ones you flag, and keeps past review letters with the plan.
Scope and limits
Every will, trust, power of attorney, and healthcare directive stays clearly labeled for attorney review before execution.
Drafts keep testamentary capacity, intent, undue influence, and signing-state execution questions visible so your professional judgment stays at the center of the plan.
Probate workflows calculate from the date the state rule runs on, show the supporting state rule, and preserve the verification point beside every deadline. Which deadlines compute depends on the rules loaded for that state.
Where DocketBuddy stops matters
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed.
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying.
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels and preserve their source context.
Uncertainty stays visible
Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy