PRESWERX builds custom AI agents for legal practices, drafting the forms, schedules and letters across estate planning, trust administration and probate groups. Your attorneys and paralegals give more of their day to families and less to forms. An attorney or supervised paralegal checks, changes and approves every draft.
Our agents reach across the whole practice group: planning questionnaires, plan document binders, signing meetings, trust funding, probate inventories, beneficiary letters, annual plan reviews, asset schedules, client seminars, trustee task lists and the original document vault. Each one is built on your firm's own forms and systems, whether you need a single workflow handled or several practice teams brought in together.
An agent shaped around your firm's own templates, folders and review habits, designed with the people across the practice group who use them.
Learn more →Clients complete a guided family and asset questionnaire at home, and staff receive a tidy summary with the blanks flagged.
Learn more →Once the attorney approves the drafts, an agent collates covers, indexes and signature pages into one proofreading-ready binder.
Learn more →Signing order sheets, witness rosters and client reminder drafts, built before the appointment and reviewed by your attorney.
Learn more →Asset by asset funding checklists, retitling letter drafts and institution follow-ups, with the attorney deciding every transfer.
Learn more →Working inventory schedules for opened estates, with every figure tied to its source document and every judgment left to the attorney.
Learn more →Merge-ready notices to beneficiaries are drafted in a calm, plain voice, and counsel edits each one before the mailing.
Learn more →Past clients get a friendly yearly invitation to tell you what has changed, with opt-outs honored and every message staff-approved.
Learn more →Account statements and deeds become a single draft schedule of holdings, with account numbers masked and gaps noted for review.
Learn more →Drafts seminar invitations, sign-in sheets, handouts and follow-up notes for your attorneys to review before an evening talk.
Learn more →Reads a trust and drafts a plain task list for a new trustee, with each item and date confirmed by your attorney.
Learn more →Keeps a searchable record of every signed original in your vault: location, check-out log, scan and retention date.
Learn more →General AI tools know nothing about your signing-day sheets, your retitling letters or the way your trust administrators track a distribution. Estate files stay open for decades, and the people who handle them care about small details: a witness count, a retitled account, the tone of a letter to a grieving beneficiary. Each PRESWERX agent follows your firm's own forms, document folders and review habits, runs inside your existing systems and access controls, and stops at a person's desk. Drafting and tracking belong to the agent. Advice and decisions stay with your attorneys.
