How Slatewell Helps

A software platform built for Trusts and Estates

Use Slatewell to automate repetitive tasks and elevate your client expertise


Get clients into your practice and started on the right foot


See a client's full financial picture and plan structure


Work effectively with your team and the client's advisors


Your own drafts, letters, and forms with one click


Improve your financials while preparing for the future


Digital Intake Questionnaires

Build a custom questionnaire or use our pre-built template to effortlessly collect everything you need from the client.

Import from Financial Statements

Communicate with Wealth Advisors

Reduce email chaos with contextual communications directly on a client matter.


Asset Summaries

One-click to see a full breakdown of a client's assets by owner.

Plan Diagrams and Scenarios

Create plan visualizations instantly to explore various scenarios and ensure clients and their advisors are aligned.

Drafting Instructions

Give drafters everything they need to create plan documents, including pre-selecting forms and provisions.


Tasks and Annotations

Create a workflow on Slatewell and use with each matter to ensure a repeatable process. Add ad-hoc tasks and annotate any piece of matter information.

Document Sharing

Share with clients, financial advisors, or other relevant parties to gather feedback or provide final documents.

Redlines and Comments

Easily collaborate within the firm, with clients, or external advisors with Word-compatible redlines and comments. Smooth, cross-team workflows have never been simpler.


Document Templates

Slatewell will transform your existing forms library into automated templates, no technical skills required. Any Word doc from trust agreements to beneficiary letters to binder cover pages.

Clause Library

Make standard language simple to use anywhere, with full customization capabilities for each client.

Probate & Financial Institution Forms

Use probate forms for any jurisdiction to create a completed petition in seconds. And if you need something special, any PDF can be automated on Slatewell.


Improve Margins

Save hours of non-billable time on every matter, saving tens of thousands of dollars every month.

Derisk Turnover

Move institutional knowledge from a small group of tenured legal staff to a central workflow.

Drive More Referrals

Strengthen relationships with financial advisors to become the preferred firm of choice with a modern, collaborative experience for the client and advisor alike.

We’re here to help

Law Firms

Save time and effort to maximize billable hours and find opportunities to win more clients.

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Wealth Advisors

Make estate planning a central offering through seamless collaboration with legal counsel.

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