# AI Automation for EstateExec

> 8 workflow automations purpose-built on top of EstateExec — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/estateexec/
- **Automation count:** 8
- **Roles:** Probate Paralegal

## Automations

- [Demand Package Drafting for Probate Paralegals](https://calish.com/workflows/with/demand-package-drafting-for-probate-paralegal-with-estateexec/) — AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate ref
- [Closing Checklist & Disclosure Packet for Probate Paralegals](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-probate-paralegal-with-estateexec/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Probate Paralegals](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-probate-paralegal-with-estateexec/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in EstateExec, drafts redlines, and routes t
- [Bankruptcy Schedule & Means Test for Probate Paralegals](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-probate-paralegal-with-estateexec/) — AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor m
- [Client Intake & Conflict Screening for Probate Paralegals](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-probate-paralegal-with-estateexec/) — AI runs the conflict check against EstateExec, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult ti
- [Deposition Summary Generation for Probate Paralegals](https://calish.com/workflows/with/deposition-summary-generation-for-probate-paralegal-with-estateexec/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes
- [Discovery Document Review for Probate Paralegals](https://calish.com/workflows/with/discovery-document-review-for-probate-paralegal-with-estateexec/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that a
- [Legal Research & Brief Drafting for Probate Paralegals](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-probate-paralegal-with-estateexec/) — AI drafts the research memo against the firm's prior work product, pulls current authority from EstateExec, and produces a cite-checked firs

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