Empowering Estate Planning Professionals
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.
No Complex Setup • No IT Team Required • No Missed Deadlines
Trusted By Estate Planning Professionals
Modern Software Solutions for Estate Planning Attorneys
Streamline your law firm with automation, document generation, and legal software integration.
No Complex Setup • No IT Team Required • No Missed Deadlines
Trusted By Estate Planning Professionals
MAAT Legal was born from the desire to modernize the legal industry for both the public and the professionals providing these services. Founder Rilus Dana entered the legal world at a pivotal moment — when technology and changes like the Bush tax cuts were reshaping estate planning needs. Seeing the limitations of “old school” law, he set out to create the perfect modern law firm.
With MAAT Legal, estate planning attorneys gain access to all the tools, systems, and guidance needed to run a successful, efficient, and client-focused practice. Our solutions streamline workflows, automate document creation, and ensure secure, compliant operations, so firms can focus on delivering exceptional service without the complexity of traditional legal software.
Modern Legal Solutions for Estate Planning Attorneys
Watch our introductory video to learn more:
The Smartest Legal Automation
Automate Every Task
Streamline document drafting, client intake, and workflow management all in one platform.
Connect Your Tools
Integrate with Clio, Google Workspace, Zapier, and more without IT headaches.
Cloud-based, encrypted systems designed for legal data privacy and compliance standards.
Secure and Compliant
All-in-One Solution for Estate Planning Professionals
Virtual Receptionists
Professional virtual receptionists handle every call, providing friendly, knowledgeable service that converts prospects into paying clients.
Virtual Paralegal Services
On-demand estate planning paralegals help draft wills, trusts, & other documents, letting your firm scale efficiently.
Intuitive software streamlines client intake and document generation, saving time and ensuring accuracy.
Estate Planning Documents & Software
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)
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
How We Compare
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
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.
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.
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