Demand Package Drafting for Probate Paralegals with EstateExec
The Problem
Probate Administration demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.
What We Build in EstateExec
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. Purpose-built for teams running EstateExec — uses the native API or agent integration so nothing leaves the system of record.
EstateExec Integration Approach
Audit your EstateExec configuration
We map the specific EstateExec objects, custom fields, and workflows the automation needs to touch for your probate administration practice.
Build on the EstateExec API or agent
Integration happens inside EstateExec — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in EstateExec with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your EstateExec instance
30-minute call. We'll look at your actual EstateExec setup and show exactly how this workflow fits.