An agent assembles the signing sheet for each estate appointment, so your paralegal walks in with the room, the roster and the document order already checked.
A signing appointment is the one meeting in an estate planning file where every missing piece is visible to the client. A witness who cancelled that morning, a page count that does not match the cover sheet, or a notary stamp left at another office turns a calm hour into an apology. The agent reads the file the day the appointment goes on the calendar and starts a preparation sheet for the paralegal who will run the room.
From the firm's own matter record it lists each document in signing order, the signers and their roles, the number of pages each execution copy should carry, who is booked as witness and notary, and what the client was asked to bring. When a line is open, such as an unconfirmed witness or a document still marked draft, the agent flags it and sends the reminder to the staff member who owns it.
The agent does not draft, edit or explain a document, and it does not decide how a signing should be conducted. The attorney who prepared the plan approves the sheet ahead of the day, and the paralegal at the table checks identification and runs the meeting under that attorney's direction.
When an appointment is booked, the agent pulls the matter's document package list and the attorney's notes from your existing system. It builds the first version of the signing sheet and routes it to the assigned paralegal.
Reminder drafts for clients, witnesses and the notary wait in a queue for staff approval before anything is sent. Replies are logged against the sheet, so the paralegal can see who has confirmed and who has not.
After the signing, the paralegal marks what was executed. The agent assembles the record and opens follow-up tasks for funding, vault entry and the client letter, each assigned to a named person.
A married couple has reciprocal wills and matching trust amendments booked for a single sitting. The agent lists each document twice, once per spouse, so the paralegal can see that both sets carry the same page counts and that each signer has the right stack. If one set still shows a draft status in the firm's system, that line is highlighted for the attorney before anyone arrives, and the attorney decides whether the appointment goes ahead as booked.
A client flies in for a single day, so a missing exhibit cannot be fixed next week. The agent checks the sheet the week before, lists what the visitor must bring, and drafts a travel-day note with the address of the signing location and parking details for staff to send. Anything still open two days out appears at the top of the paralegal's morning summary.
An attorney will attend a signing at a care facility with a paralegal and a mobile notary. The agent produces a portable version of the sheet: documents in order, the witness arrangement the attorney noted for that matter, and a packing list for clipboards, pens and spare pages. Facility contact details are logged as logistics only. Whether the client is ready to sign is a judgment that stays with the attorney.
A client returns to sign a single amendment to a trust executed years earlier. The agent finds the original in the vault record, notes where it is held, and adds a line so the paralegal can have it pulled if the attorney wants it in the room. Because the list is short, the sheet is short, with no generic checklist padding.
A single preparation sheet per appointment: documents in signing order, page counts, who is attending in what role, and any open items. It is a working document for your paralegal, built from records already in your system and revised as the day approaches.
No. Execution requirements are the attorney's call and differ from one document to the next. The agent carries forward only what your attorney recorded for the matter, such as the number of witnesses requested, and flags the line when no names are confirmed. Anything the attorney has not recorded is shown as an open question.
By default it drafts and nothing more. Each message waits in a staff queue, where the paralegal reads it, edits it if needed and sends it from your own email or client portal. Some practices later let standard logistics notes, such as arrival time, go out on a schedule, a choice the supervising attorney makes and records in writing.
The sheet is rebuilt from your drafting system whenever the package changes, and the new version shows what moved: a document added, a page count that differs, or a status that reverted to draft. The paralegal compares it with the printed set. Nothing prints or reaches the client automatically.
The agent runs inside your document management and calendar systems under the access controls you already use, and it sees only the matters it has been connected to. As a matter of practice, PRESWERX signs whichever confidentiality terms your firm requires, and your own security program continues to govern how the data is handled.
We start with one appointment type, usually a trust with a pour-over will, and run it beside your current routine. Your paralegals tell us which lines on the sheet help and which are noise, and we adjust. Other appointment types follow once the first one reads the way your firm really runs a signing.