Estate
Instruments, amendments, and which one is operative.
A will, two codicils, a trust and a decade of correspondence. The operative document and the one everyone is quoting are not always the same.
What you upload
- • Wills, codicils and trust instruments
- • Powers of attorney and healthcare directives
- • Asset schedules and account statements
- • Correspondence with the drafter or trustee
PDFs, Word files, images and scans. Scanned pages are OCR’d, and you are told before that is charged.
What reading all of it surfaces
- • Every instrument in the record, in date order, with what each one changed
- • What the record shows about execution and witnessing
- • Assets named in an instrument that no statement in this record accounts for
- • The gap between the schedule and the documents
What a finding reads like
“The trust schedule names four properties [Trust, Sch. A]. This record contains deeds for two [Deed 1; Deed 2]. No instrument in this record transfers the remaining two.”
An illustration of the form, not a result from a real matter. Note what it does and does not say: it describes this record, it names the document that would answer the gap, and it never says the claim succeeds or fails. That wording is enforced in the product, not a house style.
Case types in estate
Also selectable in estate. These have no element pack yet — the analysis runs in full exactly as it otherwise would, which is why an incomplete list costs you nothing.
- Probate administration
- Will contest
- Trust dispute
- Guardianship
How a matter runs
- 1 Upload the fileEverything you hold on the matter. You are quoted per page before anything is charged.
- 2 Say what to focus onOne question in plain English. The report covers the whole record either way — your question decides what it leads with.
- 3 Every selected page is readNot searched — there is no skipping and no sampling. A reader takes in every passage, three analysts work over it, and you are told exactly how much of your file was examined.
- 4 You approve itNothing is written until a supervising attorney signs off — and the report carries their name.
A typical matter costs $49.99–$199.99 to analyse — quoted and confirmed before it runs, then settled to what was actually used, with the remainder returned. Full pricing.
Does estate need something this does not do?
Then say so. We build custom AI for firms whose workflow does not fit a general-purpose product, and the conversation starts with a call rather than a form.
Start with one matter and see.
You are shown the cost and approve it before anything runs.
Legal Matter AI produces AI-assisted attorney work product requiring professional review. It is not legal advice and not a determination on the merits. Elements are what a claim commonly requires — not the law of any jurisdiction.