Agents arranged by where a family's file stands: planning, signing, funding, administration and the years in between. Each one drafts or tracks, and a person on your team approves the result.
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 →We walk through a single chore with your attorney and a paralegal: the forms it touches and the person who signs off at the end.
Our engineers connect the agent to your drafting software, document folders and calendar, using test files only and never a live family's records.
Your staff run the workflow with the agent and correct what it drafts. After that you receive written instructions and a named contact for changes.