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Case capacity increase
Introducing Lexi OS
The Agentic Operating SystemEstate Planning Firms Run On
Deploy autonomous AI agents that handle wills, trusts, powers of attorney, beneficiary updates, and client follow-up from intake to completion.
See Lexi in action
Re: Brief Update from Our OfficeReviewRe: Your File: Current Status and Next StepsReviewRe: Status Update for Your MatterReviewRe: Checking In on Your Estate PlanReviewRe: Follow-Up on Your Estate Planning DocumentsReviewRe: Brief Update from Our OfficeReviewRe: Your File: Current Status and Next StepsReviewRe: Status Update for Your MatterReviewRe: Checking In on Your Estate PlanReviewRe: Follow-Up on Your Estate Planning DocumentsReviewSupercharge Your Estate Planning FirmWith Powerful AI Agents
Lexi handles intake packets, document collection, beneficiary details, and signing checklistsso your team can move faster without adding admin overhead.
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Average annual savings
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Reduction in manual repetitive work
Eliminate Repetitive Work
Lexi takes on repetitive intake review, document preparation, signing coordination, and trust funding reminders, while your team stays focused on client strategy and legal judgment.
00250-Kane
Firm-wide Intelligence
Agents reason across client goals, family relationships, asset details, and document history, escalating the right issues with the context your team needs.
Agentic Estate Planning Case Management
Lexi owns estate planning workflows end-to-end, from intake and communication to deadlines and final deliverables.
Smart Case Tracking
Lexi monitors draft status, client reminders, signing readiness, and trust funding follow-up, keeping every matter moving with fewer manual status checks.
Lexi
The End-To-End AgentBuilt For Real Legal Work
Lexi owns estate planning workflows end-to-end, from first client request to final document, filing, update, or resolution.
See Lexi in action
Client Portals
Collect intake questionnaires, document uploads, signing instructions, and beneficiary updates through a secure client experience that keeps matters moving.
Proactive Insights
Surface incomplete questionnaires, outdated fiduciary choices, unfunded trusts, and stalled signing packets before they become last-minute emergencies.
00250-Kane V-Power of attorney-NIA_v1.docxDURABLE FINANCIAL POWER OF ATTORNEY
This Durable Financial Power of Attorney is made on May 19, 2026, by me, Michael Thomas Kane, born March 14, 1968, residing at 1847 Brookhaven Road, Rye, Westchester County, New York 10580, as Principal.
I intend by this document to appoint a trusted person to act for me with respect to my financial, legal, property, business, tax, and related affairs. This document does not authorize my Agent to make health care or medical decisions for me.
1. Appointment of Agent
I appoint Sarah Elizabeth Kane, my spouse, residing at 1847 Brookhaven Road, Rye, New York 10580, as my Agent.
Legal Research & Drafting
Draft and review wills, trusts, POAs, healthcare directives, and client-specific estate planning correspondence with a clear approval trail for attorney oversight.
Integrations
Fully Integrated With Your Existing Tools
Lexi OS connects with the tools your estate planning team already uses, so automation fits into existing workflows instead of replacing them.
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Compliance
Enterprise-Grade Security
Sensitive estate planning matters stay protected with encryption, access controls, auditability, and responsible AI safeguards built into every workflow.
SOC TYPE II
SOC 2 Type II certified for enterprise-grade protection.
CASA
CASA certified cloud application security assessment.
GDPR
Fully compliant with GDPR data protection standards.
Customer Success
Real ImpactTransformational Results
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Siggs & Associates
“I can’t imagine practicing law without my AI assistant. It learns from you to help you practice law your way — just better.”
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Rhea Legal Partners
“Lexi handles the work that used to keep me at the office until midnight. Now I spend that time preparing stronger cases.”
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Mathew Law Group
“Within 90 days we cut repetitive admin by 80% and reduced client complaints by 90% — without adding headcount.”