Optional review help

Attorney Review Add-On Options

Users can create and download drafts themselves, then optionally request staff organization review or attorney review before signing, filing, funding a trust, or relying on legal documents.

Account Setup My Documents Package Builder Export Center Review Checkout My Dashboard Matter Workspace Versions Review Orders Sharing

Free

Self-Guided Draft Output

Create, print, and download draft organizers and document packages. No attorney review included.

Add-on

Staff Organization Review

Staff checks completeness, document/photo quality, missing facts, and whether the matter looks attorney-ready.

Recommended when risk exists

Attorney Document Review

Attorney review can be requested after conflict check, scope, engagement terms, and payment controls are handled.

Complex matters

Full Estate Plan Review

For trusts, blended families, real estate, business interests, special needs, probate, or family conflict.