Practice software for estate planning attorneys
Practice management, built for one practice area.
Per Stirpes runs the estate planning engagement end to end — from the first inquiry to the closed matter. The lifecycle is the product, not a feature.
Chen, Margaret & David
Couples estate plan
- Lead form submittedMar 4
- Consult heldMar 12
- Engagement letter signedMar 19
- Intake processedApr 2
- Documents in draftingnow
The lifecycle
From first contact to closed engagement.
Horizontal practice tools serve a hundred practice areas, so they hand you blank pipelines and make staff maintain them. Per Stirpes serves one, and ships its lifecycle whole — ten stages, two sides, and a definition of done for each.
The funnel
Win the engagement
Contact
Inquiry captured, no client account required
Schedule
Consult self-booked on the attorney’s calendar
Consult
Held, debriefed, decided
Engage
Engagement letter drafted from the firm’s template
Convert
Letter out for e-signature
The signed engagement letter
where the funnel becomes the pipeline
The pipeline
Deliver it
Discovery
Detailed intake, reviewed answer by answer
Drafting
Documents assembled from the client record
Reviewing
Drafts shared with the client
Signing
Ceremony booked and held
Closing
Wrap-up and disengagement letter
Stage that maintains itself
Stages aren’t a dropdown anyone keeps honest. They derive from facts the platform already records — a form submitted, a booking confirmed, a letter signed. When the facts change, the board is already right.
What’s inside
The whole engagement, in one place.
Intake
One questionnaire, every document.
Clients answer a structured questionnaire once — by magic link, with no account to create. Answers become canonical client data that every document draws from, instead of details rekeyed into each one.
- Joint engagements are first-class — spouses share one intake without overwriting each other
- Prefilled return visits, conditional sections, section-by-section flow
- Every submitted change is reviewed against the record before it lands
Primary residence
4218 Travis Heights Blvd, Austin, TX 78704
How is title held?
Community property — Margaret & David Chen
Successor trustees
Sarah M. Chen-Park · Daniel R. Chen
Healthcare agent
David A. Chen · alternate: Sarah M. Chen-Park
Drafting
Your templates, filled from the record.
Upload the firm’s own Word templates and map their fields once. Drafts resolve from the client record — change a successor trustee and every affected document knows. The engagement letter goes out for e-signature; estate documents execute in person, the way wills actually get signed.
- Firm-owned .docx templates, mapped once in a guided workbench
- E-signed engagement letters with the executed PDF stored on the matter
- Matter files mirror to the firm’s Google Drive automatically
Revocable Living Trust
of Margaret L. Chen
This Declaration of Trust, made this 19th day of March, 2026, by and between Margaret L. Chen, currently residing at 4218 Travis Heights Blvd, Austin, Texas (the “Settlor”), and Margaret L. Chen, of the same address (the “Trustee”)…
Scheduling & billing
The calendar and the money, attached to the matter.
Consults and signing ceremonies book themselves against the attorney’s real calendar. Invoices ride Stripe — clients pay by card from a branded portal, and payment status reconciles itself back onto the matter.
- Self-booking for consults and signings on Google or Microsoft calendars
- Card payments via Stripe, with paid status landing on the matter automatically
- A receivables board that shows what’s outstanding without a spreadsheet
Software for one practice area can know things a hundred-area platform never will.
What a testator is. Which state’s formalities apply. That a married couple is one engagement, not two files. Per Stirpes is built down, not across.
Get in touch
See it on your own matters.
Per Stirpes is in private preview with a founding firm. If estate planning is your practice — or you’re planning the move to it — we’d like to walk you through the platform and hear how your engagements actually flow.