Estate Planning
Estate planning requires capturing detailed family dynamics, complete asset pictures, and nuanced wishes that generic intake forms miss. A custom AI platform asks the right questions and generates documents that reflect your client's actual situation—not a template's assumptions.
Every platform is custom-built for your practice. These are examples of what estate planning attorneys typically need—your platform would be designed around your document preferences, client base, and state-specific requirements.
Capture complete family structures including complexities that standard forms miss. The AI asks appropriate follow-up questions based on family composition.
Comprehensive asset collection with ownership details, beneficiary designations, and valuation estimates. The system identifies assets that need special handling.
Generate complete document drafts based on captured information. Not fill-in-the-blank templates—documents that reflect the specific planning decisions.
Handle complex situations that require more than standard documents. The system identifies issues and suggests appropriate planning techniques.
Clients complete guided conversations that capture family structures, assets, and wishes. The AI asks appropriate follow-ups based on responses—blended families get different questions than traditional families.
Yes. The platform generates complete drafts of wills, trusts, powers of attorney, and healthcare directives based on intake information. Documents use your firm's style and handle complex provisions.
The system captures blended family dynamics, estranged relatives, special needs beneficiaries, and other complexities during intake. Documents are generated with appropriate provisions rather than template assumptions.
The platform tracks beneficiary designations on accounts and insurance, identifies conflicts with estate plan provisions, and generates review letters for clients to update their designations.
Every estate planning practice has different document preferences and client populations. Talk to Victoria about your specific workflows—she'll help you understand what a custom platform could look like.