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Per Stirpes Logo

Estate planning software for legal professionals

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Per Stirpes - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2026

Per Stirpes overview

What is Per Stirpes?

Per Stirpes is an estate planning software solution built for legal professionals managing wills, trusts, and estate documentation workflows. The platform supports the drafting, organization, and administration of estate planning instruments, providing practitioners with tools to structure client matters and maintain accurate records across engagements.

Designed for law firms and estate planning practitioners, Per Stirpes centralizes client and matter data to support the full lifecycle of estate planning work. The software assists with document preparation and matter management, reducing reliance on manual processes and disconnected filing systems.

By consolidating estate planning workflows into a single platform, Per Stirpes helps legal teams maintain consistency across client engagements, improve document accuracy, and manage complex family and asset structures with greater clarity.

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Per Stirpes’s user interface

Ease of use rating:

Per Stirpes reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

5

4

3

2

1

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Per Stirpes's key features

Most critical features, based on insights from Per Stirpes users:

Access controls/permissions
Accounting
Activity dashboard
Activity tracking
AI copilot
AI redlining
Alerts/Notifications
API
Appointment management
Autonomous task execution

All Per Stirpes features

Access controls/permissions
Accounting
Activity dashboard
Activity tracking
AI copilot
AI redlining
Alerts/Notifications
API
Appointment management
Autonomous task execution
Backup and recovery
Billable items tracking
Billing
Billing & invoicing
Billing rate management
Calendar integration
Calendar management
Case notes
Client portal
Cloud
Collaboration tools
Communication management
Compliance management
Contact management
Contract/License management
CRM
Customizable fields
Customizable forms
Customizable templates
Data import/export
Deadline management
Decision making
Document automation
Document generation
Document management
Document templates
Electronic signature
Email management
Email tracking
Expense tracking
For legal professionals
Forms management
Full text search
Generative ai
Legal case management
Mobile access
Mobility
Payment processing
Payments
Records management
Reminders
Reporting
Reporting & statistics
Search/Filter
Secure data storage
SSL security
Task management
Task progress tracking
Third-Party integrations
Time tracking
Trust accounting
Workflow
Workflow management

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Per Stirpes support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support

Training options

Live Online
Documentation
Videos

Per Stirpes FAQs

Q. Who are the typical users of Per Stirpes?

Per Stirpes has the following typical customers:
Freelancers, Small Business

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Q. What level of support does Per Stirpes offer?

Per Stirpes offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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