IntellEstate brings client onboarding, document drafting, template management, and secure storage into one seamless workflow. No more juggling disconnected tools or hunting through filing cabinets. See how each feature works together to save you hours every week.
IntellEstate was founded by Rick and Talon with a simple belief: estate planning attorneys deserve better tools. We're building the software we wished existed—purpose-built for how you actually work, not adapted from something that was never meant for legal professionals.
No, the government doesn't automatically take everything—but they do decide who gets what and who's in charge. Dying without a will means more paperwork, longer delays, higher costs, and rigid rules that may not match your wishes. If you have minor children, it gets even more complicated. A will isn't just about money—it's a gift of clarity for your family.
Legally, no—you don't need a lawyer to draft your will. But should you consider one? Talon Regent breaks down when DIY is probably fine, when it's risky, and what can go wrong when a will isn't done right. Spoiler: the cost of a proper will is often tiny compared to the cost of a problematic one.
Wills seem simple—until they're not. From improper signing to outdated documents and DIY confusion, Talon Regent walks through the seven mistakes that turn straightforward wills into costly headaches. Learn what to watch for and how to make sure your will creates clarity, not conflict.
