Estate Planning & Probate
Interview once, draft the whole plan.
An estate plan is one set of decisions expressed in six documents. Drive them all from a single interview and the review shrinks to the variables.
What this costs you today
- —Six documents cross-checked by hand for one client's decisions
- —Trust funding instructions forgotten after signing
- —Probate forms retyped from the will
- —No system for annual reviews or reactivation
~5 hours
of paralegal and associate time absorbed per matter once the core modules are running.
At a $150 blended cost per hour that is about $750 per matter.
What we can automate in estate planning & probate
Every module is priced on its own. Add what you need, leave the rest.
United States: State will and trust execution formalities, revocable living trusts, durable POA, healthcare directives, state probate petitions and inventories.
Estate Interview
One structured interview captures family, assets, fiduciaries and distribution decisions.
Rules-based assembly — no generative drafting in the operative text
- —Decision record
- —Asset inventory
Plan Drafting Engine
Deterministic assembly of the full package from your templates. No AI guesswork in dispositive language.
Rules-based assembly — no generative drafting in the operative text
- —Will
- —Trust
- —Power of attorney
- —Healthcare directive
- —Execution instructions
Funding & Beneficiary Registry
Tracks which assets were actually retitled or redesignated after signing, and chases the ones that were not.
Rules-based assembly — no generative drafting in the operative text
- —Funding checklist
- —Beneficiary designation register
Existing Plan Review
Reads a plan drafted elsewhere, summarises its structure and flags conflicts and stale provisions.
- —Plan summary
- —Issue list with citations
Probate Application & Inventory
Court application, inventory and notices generated from the will and asset schedule.
Rules-based assembly — no generative drafting in the operative text
- —Probate application set
- —Estate inventory
Estate Accounting Assist
Receipts and disbursements reconciled into court-format estate accounts.
- —Estate accounts
- —Distribution schedule
Annual Review Campaigns
Life-event and calendar triggers that bring past clients back for updates.
- —Review campaigns
- —Booked review appointments
Estate & Gift Tax Workpapers
Federal estate and gift tax schedules built from the asset register, including portability and prior-gift history.
Rules-based assembly — no generative drafting in the operative text
- —Form 706 and 709 workpapers
- —Portability election checklist
Estate & Probate
Interview, draft, fund and administer — one record throughout.
Estate Interview · Plan Drafting Engine · Funding & Beneficiary Registry · Probate Application & Inventory
Included with every estate planning & probate plan
Smart Intake
Branded client questionnaire with conditional logic, autosave and reminders. One intake feeds every downstream document.
Document Intelligence
Ingest by upload, email or text. OCR, classify, and extract fields straight into the matter record.
Draft Studio
Your templates and clause bank produce the first draft. Any AI-written passage is highlighted for review.
Deadline Engine
Jurisdiction rules turn filing dates into a calendar, with escalating limitation-period alerts.
Client Portal & E-Sign
Secure document exchange, matter status and signatures, in your firm's branding.
Matter Copilot
Ask questions of a matter's own file. Every answer cites the page it came from.
Time & Billing Assist
Activity becomes draft time entries and invoices, with the AI-assistance disclosure line your bar requires.
Audit & Sign-Off
Every automated action is logged, and nothing leaves the firm until a licensed lawyer signs off in the system.