Estate Planning Before and After | Gavel

Estate Planning Before and After

See how an estate planning firm transformed its operations before and after adopting Gavel’s automation tools to streamline workflows, save time, and enhance client service.

By the team at Gavel

Published: January 4, 2022 | Last updated: June 28, 2025

Cut drafting time by 90%
Easy intake and document automation to auto-populate your templates.

What happens when a typical estate planning firm implements Gavel? We surveyed 30 estate planning attorneys on the Gavel platform and asked them about how their practice has changed. Here's what we found:

Are you interested in Estate Planning automation? Try Gavel's automated estate planning packages for California for free. No signup is required to test the forms' functionality.

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