How Our AI Helps You Plan Your Estate
For customers and professionals: what the AI does on its own, how your data stays private, and where you stay in charge
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Agentic AI That Does the Legwork
Multi-step AI that gathers, cross-checks and validates the details behind your will
Verifies your identity, then checks its own work
It reads your identity document, cross-checks it against what you entered, scores its own confidence and asks a person to step in only when unsure.
Reads your statements line by line
It works through each page of an imported statement, extracts dense tables, reconciles the totals and retries a stalled step, so you re-type nothing.
Drafts, validates, then hands to your professional
It checks what your will covers, picks the right drafting approach, validates the result and sends it to the professional you chose to review.
Accuracy and Your Responsibility
Built for wills and run on our own models by default, with you in control of what goes in
Checks Built Into Every Step
The AI flags what it is unsure about and never finalizes or signs anything. An independent will writer or solicitor you choose reviews every will.
AI Can Make Mistakes
Like ChatGPT, Claude or any AI assistant, ours can misread a document or word something you did not intend. Check names, gifts and percentages.
You Make the Decisions
The AI gives general information, not legal advice, and we are not a law firm. You decide what your will says.
Our Terms of Service explain how responsibility is shared and do not affect your statutory rights. ChatGPT is a trademark of OpenAI and Claude of Anthropic; we are not affiliated with either.