Planned paid review path

Attorney Review Options

Estate Law Aid should let users create and print a document package first, then choose whether they want attorney review, document drafting help, probate filing review, or a consultation. Review options are separate from attorney fees and begin only after the required review and engagement steps. Exact paid services should be confirmed before checkout.

Draft Check

For users who created printable drafts and want a licensed attorney to review the will, powers of attorney, health care documents, beneficiary choices, and signing questions.

  • Document issue list
  • State signing questions
  • Revision recommendations
  • Attorney-client agreement required before legal advice

Trust Plan Review

For revocable trust, pour-over will, trust funding, deed transfer, certificate of trust, schedule of assets, and beneficiary coordination questions.

  • Trust funding checklist
  • Asset transfer questions
  • Beneficiary and trustee review
  • Attorney review strongly recommended

Probate / Executor Review

For court papers, executor or administrator questions, estate assets, debts, deadlines, family conflict, and Surrogate/county probate process questions.

  • Probate facts summary
  • Court-paper checklist
  • Executor task list
  • Urgent review flags

Future payment flow

  • Free Estate & Probate Starting Point remains free.
  • Users can create and print a draft package before choosing paid review.
  • Paid attorney review appears only after clear disclosures, conflict check, scope selection, attorney availability, and engagement terms.
  • Payment, scheduling, attorney matching, and engagement signatures are not configured in this guided workspace.
Build a Document Package First