A technology company of more than 55 people that builds agents for the paperwork around estate plans, trusts and probate files.
PRESWERX is a team of more than 55 people in Boca Raton, Florida, doing the proposal, presentation and business development work we do for architecture, engineering and construction firms. Our agents cover the paper trail of a trusts and estates practice: the questionnaire a family fills in, the schedule of assets behind a trust, the list of tasks a successor trustee inherits. Each one is meant to hand a tidier file to the person who has to read it.
We are a technology company, not a law firm, and nothing an agent produces is legal advice. Choices about what a plan says, who signs what and when a step is finished stay with your attorneys. Our part is the assembling, the matching, the reminding and the paper that is ready when someone asks for it.
Before anything is built, your paralegals and trust administrators take us through one file from intake to the signed originals. We note where people retype the same names, and ask which checks live only in someone's memory. Only then do we sketch an agent for that stretch of the file, one practice team first and the wider group after that.
