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Estate Planning / Probate Intake

Gather wills, trusts, powers of attorney, and beneficiary details up front so your estate matters move forward without the back-and-forth.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Asset List

3 fields filled

Assets Total Estimated Value As-of Date

Prior Will / Trust

4 fields filled

Beneficiary List Instrument Date Instrument Type Executor or Trustee

Power of Attorney

3 fields filled

Appointed Agent Scope Effective Date

Healthcare Directive

3 fields filled

Healthcare Agent Stated Instructions Directive Date

Your client sends 4 files and types 3 fields. AI reads the documents and fills the other 13.

Client sends
4
4 files to upload
Client types
3
the rest is read for them
AI fills
13
extracted from the files
On the form
16
fields in total

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