Estate plan readiness
Goals, people, assets, documents and life changes.
Versioned guided forms 2.0
Organize facts, changes, missing information, and review questions.
The engine preserves stable form and field identities, answer revisions, version updates and error recovery. It creates preparation records—not filed forms, legal advice, or safe-to-sign documents.
Will preparation
Working instructions with missing-information and complexity flags.
Open will preparationTrust preparation
Trust parties, property and funding questions, with escalation for higher-risk planning.
Open trust preparationProbate preparation
Decedent, court, fiduciary, asset, debt and tax questions.
Plan maintenance and alignment
Compare life-event changes, beneficiary records, ownership, and review-package fingerprints.
Open plan maintenance