EstateScribe

EstateScribe is an AI-native estate planning workflow and drafting platform designed to support attorneys throughout the lifecycle of a trust and estates matter, from initial client intake through finalized documents. Developed alongside a practicing estate planning firm, the platform reflects common attorney workflows and operational requirements associated with delivering estate plans efficiently while maintaining professional control and legal accuracy. EstateScribe combines structured data collection, attorney-led planning tools, and automated document assembly within a single system.

Key Features and Functions include:

• Secure Client Intake and Communication
  A client portal centralizes messaging, document uploads, and structured intake questionnaires. Client-provided information is validated and organized within the platform to reduce duplicative data entry and administrative follow-up.

• Structured Data Management
  Intake data is mapped across matter records, attorney interviews, and drafting workflows, allowing information to flow consistently without repeated manual input.

• Attorney Planning Interviews and Data Capture
  Attorneys can conduct planning interviews within the platform, including transcription or structured note uploads. Client preferences, legal decisions, and instructions are converted into structured data to support downstream drafting and review.

• Visualization and Client Review Tools
  Summary and visualization features present estate planning concepts in reviewable formats to support client understanding and facilitate planning discussions.

• Jurisdiction-Aware Document Drafting
  Structured matter data feeds into drafting workflows for foundational estate planning documents, including trust-based or will-based plans with associated ancillary documents. Automation manages document assembly, formatting, internal consistency, and version control.

• Attorney Review and Control
  All discretionary legal decisions and final approvals remain with the attorney. AI-generated provisions are flagged for review, supporting transparency and editability.

• Matter Tracking and Collaboration
  Tools for progress tracking, secure collaboration, and document review support efficient revision, approval, and execution processes.

Designed for small and mid-sized firms, EstateScribe standardizes estate planning workflows and reduces administrative effort while preserving attorney judgment. The platform is intended to support efficient service delivery using technology aligned with established estate planning practices.