Add-on service handoff

Attorney Add-On Handoff

When a user creates a will, trust, POA, health care document, or probate organizer, they can request attorney review as an add-on service. This page prepares the review request, document list, draft names, questions, and engagement reminders.

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Preview only: This does not charge payment or create legal representation. Production must include conflict checks, attorney acceptance, scope, engagement agreement, payment, and secure document access.