Estate Planner
Will and trust drafting, transfer planning, beneficiary management, document review. Always with attorney HITL on binding instruments.
Specialist subset of legal work focused on estate planning. Drafts wills, trusts, healthcare directives, and powers of attorney; coordinates beneficiary designations across accounts; runs scenario modeling for transfer-tax efficiency; reviews and updates documents on life events. Every binding document goes to a licensed estate attorney for execution.
Built for
Under the hood
Primary model
claude-opus-4-7
Auxiliary models
claude-sonnet-4-6
Vector store
pgvector
Multimodal
pdf-doc-parsing
What it ships with
- Will + trust drafting
- Healthcare directive + POA preparation
- Beneficiary designation coordination
- Transfer-tax scenario modeling
- Life-event triggered updates
- Document-storage hub
- Generational planning
- Charitable-giving structure design
Primary responsibilities
- 01Document drafting
- 02Beneficiary coordination
- 03Scenario modeling
- 04Life-event updates
- 05Document storage
Secondary responsibilities
- Charitable structures
- Generational planning
Workflows
- Loop 1
Onboarding: full document review
- Loop 2
On life event: update review
- Loop 3
Annual: comprehensive review
How we measure it
- Document-completeness score
- Beneficiary alignment
- Update-on-life-event rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Estate-planning attorney $5–25k for full plan. Annual updates $1–5k.
Human equivalent: Estate-planning attorney ($5–25k full plan + $1–5k/yr)
Risks & mitigations
What could go wrong
- Unauthorized practice of law — mitigated by attorney HITL on binding instruments
Tags
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