Estate.Studio

Est. 2018 HQ United States Employees 2 Funding $385K Updated 2026-02-10
Rank trajectory2024-02 → 2026-06 · 29 months
CLIMBED +9From #851 (2024-02) to #842 today
#803#817#831#844#8582024-02: #8512024-03: #8502024-04: #8122024-05: #8122024-06: #8102024-07: #8472024-08: #8482024-09: #8492024-10: #8492024-11: #8502024-12: #8492025-01: #8502025-02: #8502025-03: #8492025-04: #8472025-05: #8482025-06: #8492025-07: #8502025-08: #8492025-09: #8482025-10: #8462025-11: #8442025-12: #8472026-01: #8482026-02: #8482026-03: #8442026-04: #8432026-05: #8432026-06: #842 #842 now Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Jun 26

How this is computed · one composite score, recomputed across all 29 months, ranked on a 3-month moving average

What it is Overview

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

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations 4 platforms

Platforms Estate.Studio integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon
Alternatives 6 in Practice Management

Other Practice Management vendors in the directory. "Compare" pages are editorial and coming as we build them.

Funding
  • 385KTotal funding reported by the TLTF directory · founded 2018 · as crawled 2026-02-09source ↗

Round-by-round data (dates, round names, investors) is not in our source crawl — only the total is shown.

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