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Automate the manual process of document preparation, deliver solutions quicker to your clients, and go from idea to client-ready documents.

Accelerate Your Business Growth!
Enjoy 30 Days of Strategist, Free.*
Explore expert tools and insights designed to drive smarter, faster results.
BEST VALUE
Strategist
$795/month
Unlimited Docs
Up to 10 Users
For larger firms requiring the full suite of unlimited documents. Includes estate planning and strategy automations.
Plan Includes:
Estate Planning Access
Strategy Automations Access
Full Access Support Site
Priority Document Support
Priority Technical Support
Priority Legal Support**
Full Webinar Access
2 CPD per Month
Surge App Access
Hard Copy Ordering**
*No payment required. Limited-time offer for non-members only. Subscription will automatically end after 30 days with no extensions available.
**Additional fees for hard copies and LY Legal support may apply.