Estate Planning
Draft from intake and administer the estate
Produce the will, trust, or power of attorney from the client’s intake, keep every document consistent, and carry the case through administration.
Estate planning runs from intake through administration
The plan starts with the client’s situation and ends with probate or a trust to administer. Bufete drafts from intake, keeps the documents in agreement, and handles what comes after.
Drafting from intake
Produce the plan from the client’s situation
Generate the estate documents directly from the intake, with provisions chosen for the client’s family and assets.
- Generates the will, trust, or POA from the intake answers
- Pulls provisions that match the client’s family and assets
- Keeps document versions per client
Review & consistency
Keep the plan internally consistent
Check the documents against each other so beneficiaries, fiduciaries, and tax treatment all line up before signing.
- Checks that beneficiaries and fiduciaries match across all documents
- Flags tax or formality issues before signing
- Compares against the prior version
Administration
Handle probate and trust administration
Track the estate’s inventory and dates, build the filings from the records, and keep the family informed.
- Inventory and deadline tracking for the estate
- Assembles filings from the estate records
- Client-facing status on the administration
What it does for estate planning
Drafted from intake
The plan comes straight from the client’s answers.
Documents that agree
Beneficiaries and fiduciaries match across the plan.
Administration on track
Inventory, filings, and dates stay in order.
Who it’s for
- Estate-planning lawyers
- Firms handling probate
- Solo and small practices