Once your attorney has drafted and approved a plan, an agent can do the assembling that otherwise takes up a paralegal's day.
A completed plan is rarely a single file. It is a will or a trust, powers of attorney, health care directives, certificates, cover letters and a stack of signature pages, produced from your own drafting system and gathered into something a family can carry home. Assembly is careful work, and tedious: the same name must read the same on every page, and every tab must sit in the right place. A tired eye late in the day misses things that a patient checker would not.
Our package agent takes the documents your attorney has finished and approved, and builds the binder. It sets the table of contents, puts the signature pages in the order your firm uses, and reads across the set for mismatched names, differing dates and pages that are missing or duplicated. Every inconsistency it finds is listed, with its page and location, for a person to resolve.
The agent does not draft or alter any provision, choose between clauses, or decide that a document is ready. The attorney's approval is the starting gate, and a second review of the assembled package is the finishing one. Between the two, the agent saves the hours of hunting, collating and renaming.
We look at a few finished fictional packages and ask your staff how they are put together. We record the order, the cover language and the typical errors your team has caught by eye over the years.
The agent builds binders from sample document sets we prepare with you. Your paralegals compare each result against their own work, and we adjust until the cross-checks catch what your people would catch and stay quiet about what they would not. Too many warnings would train everyone to ignore them, which helps no one.
On live matters the agent assembles after attorney approval, and a paralegal reviews the output before it moves on. We meet with your team after the first packages to see which findings were useful and which were noise.
Two people sign mirrored documents, and a small difference in a middle name or a date creeps in. The agent compares the paired sets and lists each difference for the paralegal to confirm or fix. Whether a variation is a typing slip or intended is a call for a person.
When a family updates only a beneficiary designation, the agent rebuilds the affected pages and tabs, marks the superseded version and prepares a note for the attorney describing what was replaced.
Some trusts carry schedules, assignments and several certificates. The agent keeps the exhibit labels in sequence and warns when a referenced schedule has not been attached.
The day before a signing, the paralegal runs the package through the checks one more time. Anything out of place appears on a short list she can settle in minutes instead of discovering it at the table.
It treats approved documents as fixed and builds around them. If a check turns up something that looks wrong, it reports it and leaves the document untouched for the attorney to examine.
It reads the files your system exports, in the usual document formats, and we configure it against your own export settings at the start. If your system offers something unusual, we look at it together before agreeing a scope.
Differences in how a person's or an entity's name is written, dates that disagree, pages that are missing or doubled, and references to schedules that are not in the set. They are consistency checks, not a legal review of the substance.
It can tell you that its checks have been run and what they found. Readiness is a decision for your attorney. The reviewer sheet shows each point a person must confirm, and the agent has no way to mark a package approved.
Only after your staff have reviewed the binder and decided to send it. Anything addressed to a family goes out under your firm's name and through your usual channel, directly from your people and not from the agent.
Testing uses invented sample sets rather than real client documents. Once live use begins, the work happens within your own systems and follows the confidentiality and access practices your firm already has. PRESWERX signs the agreement your firm requires, and we do not keep copies of your documents.
Small changes to order, labels or cover wording can usually be made by your staff from the settings we document. Larger redesigns are scoped as a follow up project, once we see what you want to change.