Generate wills, trusts, deeds, powers of attorney, and advance directives — pre-filled from your intake data and ready for execution.
Automate probate documents and track 120+ post-death tasks per estate — petitions, inventories, notices, and hearings.
Log every account, property, and debt with valuations across each estate. See net estate value update in real time.
Track 50+ financial searches with real-time status across institutions — sent, waiting, received — with a full audit log.
Start matters by manual entry or upload an intake PDF — our AI reads it and maps the fields into a structured matter.
Browse a searchable library of licensed forms and reusable modular clauses, organized by jurisdiction and practice area.