Free starting point
Ask a question, choose estate planning/probate/update path, and keep state selection NY/NJ first.
Customer journey • paid launch
From free starting point to organized paid workflow.
This map makes the public customer experience simpler: start free, create/login, choose NY/NJ service, consent to platform limits, pay for platform services, save named drafts, upload copies, download outputs, request optional review, and stop at finalization gates.
Secure account
Create/login, choose role, save matter name, and attach referral code if any.
Consent and payment
Acknowledge platform limits, choose service product, pay platform fee, and separate attorney/legal fees.
Draft and upload
Name drafts, upload copies only, run quality checks, and save document versions.
Outputs and review
Print/save PDF, generate DOCX, request staff/paralegal/attorney add-on review.
Finalization gate
No safe-to-sign, notarization, court filing, trust funding, or asset transfer claim without real completion.