Where can I find a free download for estate planning software?

Traditional estate planning applications require installation and manual updates. Chatref is a cloud‑based AI platform that you access without a download. You simply upload your firm’s documents – intake forms, FAQ sheets, state‑specific checklists – and Chatref builds an agent grounded in your content. It runs entirely in the browser and embeds on your website with a single code snippet, so your clients get answers instantly, any time, without an install.

Every new Chatref account comes with $50 in free credit. No credit card, no expiry. That credit lets you explore the full platform:

• Unlimited AI agents (one for estate planning, one for probate, etc.)
• Unlimited training documents (upload PDFs, URLs, sitemaps)
• Embeddable widget for your site
• Lead capture and visitor analytics
• Custom branding and color per agent
• Shared conversation inbox

You keep every feature even after the free credit runs out – just top up when you’re ready.

Chatref never charges a monthly subscription or per‑seat fee. The platform works on a pay‑as‑you‑go model: each chatbot response costs 1‑5 coins, drawn from your prepaid balance. An idle agent costs nothing. That’s ideal for a firm with seasonal intake peaks. You control exactly how much you spend, with no locked‑in contracts.

Getting started is straightforward, and the platform includes built‑in onboarding guidance. You point Chatref at your site or upload your document library – think will‑questionnaire templates, trust‑explainer pages, or probate FAQs. The system indexes your content and builds an agent that responds in your firm’s voice. Test everything in a live playground before you embed the widget.

• Visit app.chatref.ai and create an account.
• Your $50 free credit is applied automatically – no payment required.
• Upload estate planning documents (PDFs, web pages) or paste text.
• Preview the agent, tweak the primary color to match your brand, then add the snippet to your site.
• Start answering client questions immediately, without any download or installation.

Is there a free trial for estate planning software?

Yes – Chatref provides a free trial via a $50 free credit on every new account. No credit card is required, and the credit never expires. You get access to all features: unlimited agents, unlimited document uploads, the embeddable widget, lead capture, analytics, and more. Use the credit to test your estate planning agent with real client questions. When the balance runs low, simply add more coins; there’s no obligation.

What features are available in the free version?

There isn’t a separate “free version” – every Chatref account comes with full, ungated access. The $50 free credit lets you use every capability from day one: unlimited AI agents, unlimited training documents, the website widget, lead capture, conversation tags and analytics, custom branding, and the shared inbox. The pay‑as‑you‑go model means you don’t lose features when the initial credit is exhausted; you only top up if you want to cover continued usage.

How do I get started with estate planning software for free?

Sign up at app.chatref.ai (no credit card needed). Your account instantly receives $50 in free credits. Upload your estate planning materials – FAQs, service descriptions, intake forms, PDF guides – and Chatref indexes them within minutes. Use the live playground to refine responses, then paste the embed snippet onto your site. Your AI agent goes live immediately, answering questions around the clock, fueled by your own content.