Estate intake
Convert intake notes and questionnaires into asset lists, family structures, document needs, and issue flags.
The Friction
The hours are hiding in the file.
Probate and estate planning work often depends on complete, well-structured information: assets, beneficiaries, fiduciaries, deadlines, prior instruments, tax concerns, and family dynamics.
The danger is not only missing a detail. It is losing time repeatedly gathering, reformatting, and rechecking information that could be organized in a better system from the start.
AI can help create a disciplined intake and review layer before the lawyer makes the legal decisions.
What AI Does Here
Practical leverage for probate & estate planning work.
Probate administration
Track deadlines, filings, notices, inventories, creditor issues, and missing information in a structured workflow.
Document support
Prepare drafting checklists, client summaries, and review notes for wills, trusts, powers of attorney, and probate filings.
Client clarity
Generate plain-English next-step summaries for families while keeping legal advice under attorney control.
How We Work
Audit, train, build, support.
We begin with the AI Audit and Roadmap: a focused review of your files, workflows, tools, privacy posture, and recurring bottlenecks. From there, we identify the right sequence: scoped training, custom tools, or a monthly second-chair retainer.
The point is not novelty. The point is execution your firm can trust, built around the work you already do.
See the service ladder →Ethics Note
Every workflow is designed around attorney supervision, confidentiality, verification, and client-data discipline. AI can organize, summarize, draft, compare, and execute. The lawyer remains responsible for judgment, strategy, legal advice, and final work product.
Start Here
Find the first workflow worth building.
A short conversation is enough to see where the hours are going and whether an Audit makes sense.