Custom AI workflows built specifically for probate administration: deep integrations with the EstateExec stack, legal-grade privacy, and workflows that pay back in weeks, not years.
AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in EstateExec, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work.
AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days.
AI runs the conflict check against EstateExec, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that actually need judgment — review cost drops 60%.
AI drafts the research memo against the firm's prior work product, pulls current authority from EstateExec, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero.
The workflows above are starting points. Every probate administration operation runs differently — we build what you actually need.
