Empowering Estate Planning Professionals
BUILD THE FUTURE OF LAW — WITHOUT THE BURDEN OF RUNNING A FIRM
Maat Legal gives estate planning attorneys and investors a new model for growth: a practice management company that handles operations, supports attorneys, and allows compliant business investment in law.
The Complete Estate Planning System — Built for Real Attorneys
Maat Legal gives you everything you need to run an efficient, profitable estate planning practice — software, staff, and systems that actually work together.
Most attorneys spend more time managing staff, intake, and drafting than serving clients.
Meanwhile, investors see the legal industry ripe for innovation—but locked behind outdated ownership rules.
At Maat Legal, we believe attorneys deserve freedom to practice law, and investors deserve a seat at the table in building a better system.
Running a Law Firm Shouldn’t Feel Like Two Full-Time Jobs
We’ve Built the Bridge Between Attorneys and Innovation
After more than a decade of running successful estate planning firms, we created Maat Legal — a practice management company that supports independent attorneys while allowing outside investors to participate ethically and compliantly.
We handle the operations:
Client Intake & Coordination
Attorneys focus on their clients. Investors help scale the model. Everyone wins.
Paralegal Drafting Support
Software & System Access
Attorneys who join Maat Legal spend more time in front of clients, less time in front of spreadsheets.
Investors gain access to a growing sector with transparent systems and shared success.
Join the Movement to Modernize Estate Planning
Results for Attorneys
Results for Investors
Don’t Stay Trapped in the Old System
Attorneys who try to do everything alone burn out or stall their growth.
Investors who wait for “someday” miss the chance to help build the next generation of legal services.
Now is the moment to see how Maat Legal is redefining both.
Feature Comparison: Maat Legal vs. WealthCounsel
Maat Legal was built by attorneys who used WealthCounsel and saw how estate planning software could be simpler, faster, and more client-friendly. We respect what WealthCounsel has achieved — but many attorneys report that its systems feel overly complex and disconnected from the day-to-day needs of modern practitioners.
Below is a side-by-side comparison of key features based on product documentation and publicly available user reviews.
Not included — attorneys must manage intake or use third-party services
Manual data entry still required; limited integration with client forms
WealthCounsel’s separate CRM has mixed user feedback, with some reviewers noting complexity and poor integration
Included — handled by trained Maat Legal team using a proven intake script
Included — simple client portal that captures all data before the attorney meeting
Included — built on GoHighLevel, an all-in-one platform praised by users for automations and ease of support
Human Intake System (PIL Method™)
Client Intake Software (Personal Inventory)
CRM
Drafting Workflow
Collects drafting instructions during the client meeting
Typically requires post-meeting data entry and manual setup
Paralegal Support
Included — trained paralegals draft and customize your documents
None — attorneys must hire or manage their own support
Client Approval Step
Clients review and approve instructions before drafting
No built-in client approval process
Document Templates
Plain-language templates for AZ & CA; modern formatting, Word output
Comprehensive but lengthy documents; some users report client confusion.
Engagement Letters & Tools
Updated, automation-ready templates
Legacy samples; minimal automation
Digital Asset Trust
Included — covers online accounts, photos, and cloud content
Not included
AI Automation
Built-in voice and data automation (optional)
No native AI features
Practice Management Support
Intake team, paralegals, CRM & workflows integrated
Software only; no operational support
Ownership Model
Attorney-founded; built for independence
Corporate-owned platform
Human Intake System (PIL Method™)
Client Intake Software (Personal Inventory)
CRM
Drafting Workflow
Paralegal Support
Client Approval Step
Document Templates
Engagement Letters & Tools
Digital Asset Trust
AI Automation
Practice Management Support
Ownership Model
Maat Legal combines human support, simple software, and smart systems — creating a full intake-to-signing workflow that makes estate planning faster, more compliant, and more client-friendly.
Complete the short survey to unlock access to our private demo and discover how Maat Legal empowers attorneys and investors alike.
Take the First Step Toward the Future of Law
MAAT Legal provides everything your firm needs to manage estate planning efficiently. From client intake to document drafting, approvals, and trust management, our software streamlines every step, so you can focus on serving clients and growing your practice.
2. Personal Inventory — Client-Friendly Intake Software
The Maat Legal Software includes a secure Personal Inventory portal where clients fill in their family and financial details before meeting with you.
Result: No retyping, no missing details, and every client arrives fully prepared.
Maat Legal is the only system designed for real-time drafting during your client meeting.Our built-in templates and prompts guide you through the conversation — while our included paralegals handle the rest.
3. Drafting During the Meeting — Paralegal Support Included
Result: Less admin, faster turnarounds, and more client satisfaction.
Unlike complex or limited CRMs, Maat Legal includes a GoHighLevel-powered system trusted by thousands of businesses and agencies worldwide.
5. CRM That Keeps Everything Connected (Powered by GoHighLevel)
Result: One system for everything — intake, communication, drafting, and follow-up.
Modern Estate Planning Resources
Access courses, templates, and guides from Maat Legal Academy to implement the latest estate planning strategies.
Business Support & Coaching
Expert legal and business mentors provide guidance to optimize workflows and grow your firm
On-demand CLE courses cover digital assets, electronic documents, virtual meetings, and modern estate planning practices.
Continuing Legal Education (CLE)
Modern Estate Planning Resources
Access courses, templates, and guides from Maat Legal Academy to implement the latest estate planning strategies.
Business Support & Coaching
Expert legal and business mentors provide guidance to optimize workflows and grow your firm
On-demand CLE courses cover digital assets, electronic documents, virtual meetings, and modern estate planning practices.
Continuing Legal Education (CLE)
We’ll Help You Modernize Your Law Practice With Guided Software Solutions
Accessible from any device, MAAT Legal simplifies estate planning for attorneys, automating documents, client intake, and workflows so you can manage your firm efficiently without the tech headaches.Our platform is designed to save you time, reduce errors, and streamline every step of your client’s estate planning journey. With built-in compliance, secure cloud storage, and seamless integrations with the tools you already use, you can focus on delivering exceptional service while we handle the technology.
Whether you’re generating wills, trusts, or powers of attorney, MAAT Legal guides you through each step, ensuring your documents are accurate, professional, and ready to use. And with our expert support team available whenever you need it, adopting modern legal technology has never been easier.
© 2021 Maat Legal LLC. All Rights Reserved.
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Disclaimer: Maat Legal, LLC is an independent practice management company not affiliated with or endorsed by WealthCounsel, LLC. All comparisons are based on publicly available information and independent user feedback cited above.Trademarks are the property of their respective owners.
