Your documents. Your language.
Drafted automatically.

Estate planning workflow for Texas attorneys: intake, drafting, client review, and execution in one place.

Request accessSee how it works

Your process, running itself

The five steps of an estate planning matter, the way a working practice already runs them. Nothing to reinvent, nothing to remember.

1. Consultation and engagement
Open the client file, clear conflicts, and record the signed engagement letter on one checklist.
2. Information gathering
Send the questionnaire. Answers save as your client goes, and you can fill or finish any of it yourself.
3. Drafting and review
Every document drafts from the intake answers, in your templates, watermarked until you approve.
4. Execution and signing
Offer virtual or mobile notary, run the ceremony, and record the signed originals.
5. Closing
Send bound copies, record the deed when there is one, and archive the file.

It drafts the way you write

Upload the Word templates you already use. Match their blanks to intake answers once. Every matter drafts in your language.

Match a document once and it serves every version it covers, including both spouses' copies in a married plan.

The library

A growing, attorney-authored library of Texas estate planning documents covers what you have not uploaded yet: wills, directives, powers of attorney, HIPAA authorizations, and the rest of the standard set. Your templates always win over the built-in versions.

Built for confidentiality

Never training data
Your client files are never used to train AI models. Drafting runs on your templates and your client's answers, and the output belongs to you.
Attorney-scoped isolation
Every record is scoped to your account and checked on every request. No other attorney can reach your files.
Watermarked until you approve
Every generated draft carries a DRAFT watermark. Clean versions exist only after you finalize.
Built with a practicing attorney
Built with a practicing Texas estate planning attorney, on real files and real templates. If it does not survive a working practice, it does not ship.

The longer version lives on the security page.

Join the founding cohort

Founding members get full access free during the founding period, and founding pricing locked in when subscriptions begin.

More practice areas and states are coming. Founding members shape what's next.

Practice areas

We review every request personally. No mailing list, no drip campaign, just an answer.