Estate.Studio is an AI-powered estate planning platform for both consumers and estate planning professionals. For professionals, it offers automated client discovery, real-time risk analysis, secure document storage, and collaborative workflows with clients. Launched by a Plantation, FL attorney (covered by Florida Bar News, Jun 2025). Also built by Haimo Law firm. Has Zapier integrations (8000+ apps), Tarvent integration, and a Trustpilot page (3.7/5, 1 review). Very early stage: ~2 employees, 16 LinkedIn followers. Dual-use: consumers can organize their own estates while professionals can manage client estate plans. Platform simplifies estate planning by automating asset organization, document management, and advisor collaboration.
Company Info
- Founded: 2018
- Team size: 1-10 employees
- Funding: $385K
- HQ: United States
- Sector: Family Office, Trust & Estate
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