Logo of Flipbooks AI
Logo of Flipbooks AI
LegalEstate PlanningGuideFlipbookLaw Firms

Estate Planning Guide Maker

Turn the estate planning guide your firm gives clients into an interactive flipbook they read on any screen, with Flipbooks AI. Wills, trusts, powers of attorney, and the papers to bring to the first meeting, set out in pages that turn like a printed booklet, with a booking link sitting where a client decides to call. Built for solicitors, estate planning attorneys, and private client teams. There is no charge for any of it: no ads, no watermark on your cover, and no ceiling on the number of client guides a firm publishes.

Estate Planning Guide Maker

How to Make a Client Estate Guide

1

Upload the Guide PDF

Upload the estate planning guide your firm has already approved. Flipbooks AI reads the PDF and builds an interactive flipbook preview with realistic page turns straight away, with nothing to install.

2

Add Your Firm Branding

Choose a page turn style, add the firm logo and colors, embed a short partner video, and drop in links to your appointment diary, your secure upload form and a printable checklist of documents.

3

Publish and Send the Link

Publish in one click. Paste the link into your enquiry reply, embed the flipbook on your wills page, or print a QR code for a seminar handout. Password protect it when a guide belongs to one group only.

How to Create an Estate Planning Guide Flipbook

How to Create an Estate Planning Guide Flipbook

Making the guide with Flipbooks AI takes minutes and needs no design skills. Start from the estate planning guide PDF your firm has already approved. Upload it and an interactive preview appears straight away. Choose a page turn style, add the firm logo and colors, drop in a short video and a link to the appointment diary, and decide whether the guide is public or password protected. Read it on your own phone to check the type sits comfortably, then publish. Copy the link into your enquiry template and the guide is live for the next client who calls.

Create Your Estate Planning Guide

What Is an Estate Planning Guide?

An estate planning guide is the booklet a firm hands a client before the real work starts. It explains what a will does, where a trust might fit, what a power of attorney covers, and which papers to dig out of the filing cabinet before the first meeting. Flipbooks AI takes that guide as a PDF and turns it into an interactive flipbook with pages that turn like paper. The words stay yours. This tool does not write the guide and it does not give legal advice. It takes the wording your firm has already approved and puts it somewhere a client will open it, on a laptop at work or a phone at the kitchen table.

Create Your Estate Planning Guide
What Is an Estate Planning Guide?
What Is an Estate Planning Guide?
What Is an Estate Planning Guide?
What Is an Estate Planning Guide?

Guides for Wills, Trusts and Probate Work

One firm rarely needs one guide. A wills and powers of attorney booklet answers the questions that come up at a first appointment. A trusts guide covers the ground before a longer meeting. An executors guide walks a family through what happens after a death, at a pace that suits people who are grieving. A business succession guide sits with the owner and their accountant. Flipbooks AI handles all of them the same way: your approved PDF goes in, and a readable flipbook with links and a booking button comes out.

Create Your Estate Planning Guide
Guides for Wills, Trusts and Probate Work

Trusted by Fortune 500 Companies

Put the Guide in Your Firm Colors

Put the Guide in Your Firm Colors

A client guide should look like it came from your practice, not from a template gallery. Add the firm logo, set the colors from your letterhead, choose a background that matches the website, and pick a navigation style that suits an older reader. Multiple language support lets a firm serving a mixed community publish the same guide twice. Consistency across every booklet, seminar handout and enquiry pack builds the quiet trust that private client work runs on.

Create Your Estate Planning Guide
Why Send the Guide as a Flipbook?
Why Send the Guide as a Flipbook?
Why Send the Guide as a Flipbook?
Why Send the Guide as a Flipbook?

Why Send the Guide as a Flipbook?

Most client guides go out as an attachment, get opened once on a phone, and are never found again. A flipbook changes the shape of that. You upload the guide PDF and get a link that opens in any browser, with no download and no app. Pages turn the way a printed booklet does, so a client reads a spread at a time instead of pinching at a wall of text. When the firm revises a paragraph, you republish and the same link carries the new version. Clients then arrive at the first appointment having read it, which is where the value of a client guide has always been.

Create Your Estate Planning Guide

Help Local Clients Find Your Firm

A guide flipbook can be set up so search engines find it, which brings enquiries in without a marketing spend. Embedding it on your website adds real content to a page that is often thin, and keeps a visitor reading for minutes rather than seconds. Give it a plain title with the words people actually type, such as the service and the town you work in, so somebody searching for help with a will nearby lands on your firm. A booklet written for existing clients quietly does the work of an advert.

Create Your Estate Planning Guide
Help Local Clients Find Your Firm

Estate Planning Guide Tool Alternatives

Canva

Canva

  • Free & Unlimited
  • No Watermarks
  • Booking Links
  • Reader Analytics
  • Mobile Ready
  • Partner Video
  • Fast Loading
  • Password Protection
  • Instant Sharing
  • Secure Hosting
Flipbooks AI

Flipbooks AI

  • Free & Unlimited
  • No Watermarks
  • Booking Links
  • Reader Analytics
  • Mobile Ready
  • Partner Video
  • Fast Loading
  • Password Protection
  • Instant Sharing
  • Secure Hosting
FlipHTML5

FlipHTML5

  • Free & Unlimited
  • No Watermarks
  • Booking Links
  • Reader Analytics
  • Mobile Ready
  • Partner Video
  • Fast Loading
  • Password Protection
  • Instant Sharing
  • Secure Hosting
Issuu

Issuu

  • Free & Unlimited
  • No Watermarks
  • Booking Links
  • Reader Analytics
  • Mobile Ready
  • Partner Video
  • Fast Loading
  • Password Protection
  • Instant Sharing
  • Secure Hosting
Links and Video That Answer the Next Question

Links and Video That Answer the Next Question

Reading about estate planning raises questions, and the guide should answer them where they come up. Flipbooks AI lets you put a short video from a partner beside the section it belongs to. Add a button that books an appointment, a link to the secure portal where documents are uploaded, and a printable checklist a client can tick off at home. A clear contents page lets someone jump to the part about care fees without reading the rest first. None of this needs a developer or a new system.

Create Your Estate Planning Guide

Features Built for Private Client Teams

Flipbooks AI gives a private client team what a paper pack never could. Put a short video from the partner who will handle the matter on the opening spread, so a client meets a face before they meet a bill. Link the checklist of documents to gather straight to your secure upload form. Add a booking button on the page about first appointments. Include a searchable index so a reader jumps to the section on guardianship without scrolling past everything else. All of it is free, with your own branding on the page and no watermark stamped across it.

Create Your Estate Planning Guide
Features Built for Private Client Teams
Features Built for Private Client Teams
Features Built for Private Client Teams
Features Built for Private Client Teams

Roll One Guide Out Across Every Office

Firms with more than one office end up with more than one version of everything. Flipbooks AI keeps that tidy. Publish one guide the whole practice uses, or give each office its own edition with local contact details and the same approved wording in between. See which office sends the most readers. Give reception, the fee earners and the marketing team a single link so nobody is emailing a two year old attachment they found in a folder on the server.

Create Your Estate Planning Guide
Roll One Guide Out Across Every Office
Review the Guide With Partners First

Review the Guide With Partners First

Client facing material in a law firm gets read by more than one person before it leaves the building. Share a preview link so a supervising partner or a compliance lead reviews the guide exactly as a client will see it, on their own phone, and comes back with corrections. Keep versions ready for different services or seminar dates, and publish the moment the approval lands. The sign off stays in one place instead of scattered across a thread of attachments nobody can follow.

Create Your Estate Planning Guide
Fits Every Kind of Private Client Firm
Fits Every Kind of Private Client Firm
Fits Every Kind of Private Client Firm
Fits Every Kind of Private Client Firm

Fits Every Kind of Private Client Firm

The tool suits a sole practitioner writing wills in a market town and a full private client department spread across several offices. Make one general guide for anyone who enquires, then a shorter version for a will writing clinic, a longer one for clients with a business to pass on, and a separate booklet for executors dealing with a death. Each version gets its own link, so reception, the website and the seminar handout all point at the right document instead of one overloaded pack that tries to answer everything.

Create Your Estate Planning Guide

Cheaper Than Printing Client Packs

Printed client packs cost money every time the rules move: design, print, storage, and the box of out of date booklets nobody wants to throw away. Flipbooks AI takes that cost out. Publish as many editions as you need with no print bill, correct a figure or a name the same afternoon, and reach a client three counties away as easily as one who walks in. You also get to see what was read, which a printed pack has never been able to tell anyone.

Create Your Estate Planning Guide
Cheaper Than Printing Client Packs

Who Uses Estate Planning Guides

2456+

Solicitors

6

Estate Attorneys

13

Private Client Teams

24

Will Writers

65

Financial Advisers

9

Probate Teams

Readable for Older and Partially Sighted Clients

Readable for Older and Partially Sighted Clients

Private client work reaches a lot of older readers, and some of them read with difficulty. Flipbooks AI covers the basics without you having to think about it. Screen reader support means the guide can be read aloud. Keyboard navigation works for anyone who cannot use a mouse. High contrast text and uncluttered spreads make a long page easier on tired eyes, and pinch to zoom does the rest. It widens who can read what your firm wrote, which is the whole point of writing it.

Create Your Estate Planning Guide

Reads Well on a Phone at the Kitchen Table

Clients read this sort of thing in odd moments: on a train, on the sofa in the evening, in a hospital waiting room. Flipbooks AI makes sure the guide holds up on every one of those screens. The layout reflows for phones and tablets, the page turns stay smooth, and a reader pinches to zoom in on a checklist or taps a link to book a call. It opens in the browser, so a client who does not install apps still gets the whole guide from one tap on a text message.

Create Your Estate Planning Guide
Reads Well on a Phone at the Kitchen Table
Reads Well on a Phone at the Kitchen Table
Reads Well on a Phone at the Kitchen Table
Reads Well on a Phone at the Kitchen Table

Opens Quickly on a Slow Connection

A guide that hangs on a spinner gets closed, and the reader goes back to searching. Flipbooks AI tunes every flipbook to open fast, including on a phone with two bars of signal in a rural area. Compression keeps photographs and diagrams sharp while shrinking the file, and the first pages appear while the rest loads behind them. Speed is unglamorous, and it is the difference between a guide that gets read and a link that gets abandoned.

Create Your Estate Planning Guide
Opens Quickly on a Slow Connection
Works With the Software Your Firm Runs

Works With the Software Your Firm Runs

Flipbooks AI sits alongside the software your firm already pays for. Export the guide from Word, Canva or Adobe InDesign and upload the PDF. Point the buttons at your appointment diary, your secure client portal, or an enquiry form. Drop the embed code onto the website your marketing agency built, or into the intranet where fee earners look things up. Nobody has to learn a new system, and the conversation with your IT provider is a short one.

Create Your Estate Planning Guide
A Free Estate Guide Tool With No Watermark
A Free Estate Guide Tool With No Watermark
A Free Estate Guide Tool With No Watermark
A Free Estate Guide Tool With No Watermark

A Free Estate Guide Tool With No Watermark

Flipbooks AI is completely free, and the parts a firm actually needs are not held back for a paid tier. There is no logo stamped over your cover, no cap on pages, and no upgrade prompt sitting between you and the analytics. A small practice can publish a guide for every service it offers, refresh them when the rules move, and hand them out at as many seminars as it likes without a subscription line ever appearing on the practice accounts. Unlimited guides, clean pages, and nothing withheld.

Create Your Estate Planning Guide

Keep a Library of Every Guide Version

Keep every edition of every guide in one place. Last year wills booklet, the version written before the rules changed, the handout from the spring seminar: all still there and all still openable. When a client asks which version they were sent, you can find it. When you need a new guide, start from the closest one instead of a blank page. No cupboard full of boxes, and no folder holding three files all named final.

Create Your Estate Planning Guide
Keep a Library of Every Guide Version

What Private Client Teams Say About the Guide Tool

We are a four partner firm and our client guide used to be a stapled pack that ran out before every seminar. Now it is a flipbook, and the link goes out with the enquiry reply the same hour. Clients arrive at the first appointment having read the section on which papers to bring, so the meeting starts a long way further along than it used to.

Marketing team
Marketing team

Product catalogs

I write wills on my own and I do not have a marketing person. Uploading the PDF took me a morning. The booking button on the page about first appointments now brings enquiries in from the website while I am sitting in a meeting, and there is no watermark anywhere, which matters when the cover carries my own name.

Studio owner
Studio owner

Client lookbooks

Our probate team sends a guide to families who have just lost someone, so the tone of the thing matters more than anything else. The flipbook is calm to read, it works on an old phone, and the checklist of papers to find is one tap from the page that mentions it. Nobody has rung to ask how to open it.

School office
School office

Newsletters and programmes

As practice manager I finally have numbers. I can show the partners how many people opened the guide after the autumn seminar and which pages they stayed on, and last time that conversation was pure guesswork. Updating the booklet after a rule change now takes an afternoon instead of a print run.

Independent designer
Independent designer

Portfolio flipbooks

Keep Private Guides Behind a Password

Keep Private Guides Behind a Password

Some guides are not for everyone. A booklet written for one seminar group, a private client bulletin for a small list, or a draft that has not cleared review yet can sit behind a password so only the people you invited can open it. Downloading can be switched off so a document does not travel further than intended, and hosting is secure. It gives a firm the control it expects over material that carries its name.

Create Your Estate Planning Guide

Share the Guide With Clients and Referrers

Getting the guide to a client takes seconds. Paste the link into the enquiry reply your team already sends. Embed the flipbook on the wills and probate page of your website so a visitor reads it before filling in the contact form. Print a QR code on a seminar handout or a card at reception. Send the same link to the accountants and financial advisers who refer work to you, so they have something to pass on with your name on it. Password protection keeps a version private when it belongs to one seminar group.

Create Your Estate Planning Guide
Share the Guide With Clients and Referrers
Share the Guide With Clients and Referrers
Share the Guide With Clients and Referrers
Share the Guide With Clients and Referrers

Turn the Guide Into Booked Appointments

A guide earns its place when it produces appointments. Flipbooks AI gives you the hooks for that. Put a booking button on the spread where a reader has just realised they need to act. Add a share button so a client can send the guide to a sibling dealing with the same parent. Link a short enquiry form on the last page. Then read the analytics to see which page sends the most people to the diary, and move the button there in the next edition.

Create Your Estate Planning Guide
Turn the Guide Into Booked Appointments

Compare Estate Planning Guide Makers

ApplicationRatingUnlimited CreditsUsage RatingDescription
10/10Yes1

Flipbooks AI publishes unlimited estate planning guides free, with no watermark on your cover, video and booking links inside the pages, reader analytics, and spreads that behave on a phone. Made for solicitors, private client teams and estate planning attorneys who want a guide that looks like the firm wrote it.

FlipHTML5

5.2/10No2

FlipHTML5 is a long running flipbook platform with a deep template library and plenty of settings. Its free tier brands your pages and holds back the reporting, so a firm that wants a clean cover and readership numbers ends up on a paid plan.

Issuu

7.1/10No3

Issuu is a publishing platform built around a public reading audience, which suits magazines well. A private client guide is a different job, and the free tier wraps Issuu branding around your document and caps what you can upload.

Publuu

8.3/10No4

Publuu makes tidy flipbooks and its link tracking is easy to read. The reporting a practice manager would want, and the room for a longer booklet, belong to the paid plans, so the free version stays deliberately small.

Canva

6.4/10No5

Canva is a genuinely good place to lay the guide out, and plenty of firms already design their booklets there. Its viewer is basic though: no real page turn, and nothing that tells you which section a client stopped on.

Adobe InDesign

7.8/10No6

Adobe InDesign is what a designer reaches for to typeset a serious client booklet, and the typography is excellent. It carries a subscription and a learning curve, and it stops at the PDF: hosting, sharing and tracking are left to another tool.

Heyzine

6.9/10No7

Heyzine turns a PDF into a flipbook quickly and its editor is kind to someone who is not a designer. Free accounts limit how many books you keep and carry Heyzine branding, with the better controls reserved for paying users.

Flipsnack

8.1/10No8

Flipsnack is aimed at catalogs and sales material, with shopping and tracking features built around that. Free use is restricted, and taking the branding off while keeping the statistics means a monthly bill.

DocSend

6.5/10No9

DocSend is built for sending a document to a handful of named people and watching what they do with it, which is why finance teams like it. It is a paid product, and it reads as a file viewer rather than a booklet a client browses.

Emailed PDF Attachment

7.6/10No10

Sending the guide as an attachment costs nothing and asks nothing of the client except patience. There are no page turns, no video, no booking button, and no way of knowing whether it was opened or dropped straight into a downloads folder.

Seasonal Guides and Seminar Handouts

Seasonal Guides and Seminar Handouts

Firms run seminars, will writing months, and awareness campaigns for the charities they support. Give each one its own flipbook with the material that fits, a QR code on the printed invitation, and its own set of numbers afterwards. You learn which topic filled the room and which one did not, and you build next year programme on something better than a hunch. Each campaign guide takes an afternoon rather than a print run and a delivery date.

Create Your Estate Planning Guide
See Which Pages Clients Actually Read
See Which Pages Clients Actually Read
See Which Pages Clients Actually Read
See Which Pages Clients Actually Read

See Which Pages Clients Actually Read

Analytics tell you what the guide is doing for the firm. See how many people opened it, which spreads held them longest, and where readers stopped. If everyone reads the pages on lasting powers of attorney and few reach the section on trusts, that is a signal about what worries clients and what your next seminar should cover. It also gives a practice manager something concrete to put in front of the partners when the marketing budget comes up, instead of a guess about whether the pack was ever read.

Create Your Estate Planning Guide

A Guide Tool That Keeps Up With Devices

Phones, browsers and reading habits keep moving, and a firm should not have to think about it. Flipbooks AI keeps up with current web standards and the devices clients actually own, and updates arrive without anyone at the practice doing anything. A guide published this year still opens cleanly in a few years time. Everything is hosted, so there is no software on a firm machine to patch, license or explain to anyone.

Create Your Estate Planning Guide
A Guide Tool That Keeps Up With Devices

Frequently Asked
Estate Planning Guide Maker

What is an estate planning guide flipbook?

It is the client guide your firm already writes, turned into an interactive booklet with realistic page turns. Flipbooks AI does it free, so a client swipes through wills, trusts and powers of attorney on any device, taps a video, and books an appointment without leaving the page.

Is Flipbooks AI really free for law firms?

Yes. It is completely free, with no watermark on your cover, no page cap, and no paid tier hiding the analytics. Branding, sharing, password protection and reader statistics are included for every guide your practice publishes.

Does the tool write the guide or give legal advice?

No. Flipbooks AI is a publishing tool, not an adviser. You supply the wording your firm has approved, and the tool turns that PDF into a flipbook. Nothing in the guide changes, and the responsibility for the content stays where it belongs, with your practice.

Can I add a partner video and a booking link?

Yes. Embed a short video from the fee earner who will handle the matter, add buttons that open your appointment diary or secure upload form, and link a printable checklist of documents. All of it sits inside the pages where the client is already reading.

How do clients open the guide?

With a link. Paste it into an enquiry reply, embed the flipbook on your wills page, or print a QR code for a seminar handout. There is nothing to install and no account for the client to create, so an older reader is one tap away from the whole booklet.

Will the guide work for older clients on a phone?

Yes. Every guide is responsive and runs in the browser, with pinch to zoom, high contrast text and screen reader support. Clients read it on phones, tablets and desktops without downloading anything or being asked to sign in.

Can I keep a guide private for one seminar group?

Yes. Put a password on any guide so only invited readers can open it, and switch off downloading when a document should not travel further. Public guides and private ones can sit side by side in the same account.

Can I update the guide after the rules change?

Yes. Edit the PDF, republish, and the same link shows the new version. Nothing needs resending, no client is left holding an out of date booklet, and the QR code you already printed keeps working.

Have more questions?

If you still have questions or want to explore more details about our features, limitations, and usage, we invite you to visit our full FAQ page.

Contact Us