Law practice is essentially high-stakes tedium.
Take estate planning–How do you know when a plan is ready for signature? Regardless of your level of experience, you probably have a few tactics in place:
- Rely on your extensive experience to spot omissions or potential problems
- Trust your clients and their documentation to tell you what’s important
- Enlist assistants and colleagues to review
- When all else fails, use templates and boilerplate text.
Together, these strategies usually come together to get the job done, right?
Of course, when dealing with complex probate cases or flat-fee estate plans, these tactics can hurt as much as they help, when they reduce your net revenue.
We did the only reasonable thing there is to do in 2024:
Estate Plan Audit Tool
Soon our tool will be available to others–want us to let you know when it is?
Our first tool, expected to be available to our beta testers in the summer of 2024, will allow you to apply secure, powerful, artificial intelligence to the evaluation of estate planning documents such as wills, trusts, powers of attorney, and advance directives.
Our Estate Plan Audit tool can minimize risk from human error, oversight, negligence, and mistakes by:
Identifying Requirements
Collaborating with you to identify document evaluation requirements.
Testing Hypotheticals
Stress-test documents against dozens of hypotheticals to ensure completeness.
Evaluating Documents
Automatically evaluating each document by your set of requirements.
Giving Recommendations
Recommending document updates according to client’s desired outcomes.
Sounds Pretty Good, Right?
And of course, it’s all happening in our purpose-built, secure, just-for-attorneys, AI environment.
Folks who subscribe before the public launch will be invited to get early access to the tool at a discounted price, so there’s no downside for you.
Subscribe now!
