AI-Powered Paralegal for Estate Planning Law Firms
Estate planning attorneys help families protect their legacies — but the document-intensive nature of trusts, wills, and probate administration creates a bottleneck that limits how many clients a firm can serve. Lexi AI is a 24/7 AI paralegal in Slack and Microsoft Teams that automates estate plan drafting, asset inventory management, and probate deadline tracking so your team can take on more clients without sacrificing quality.
60%
Faster document drafting
30%
More client capacity
100%
Probate deadlines tracked
Challenges Estate Planning Firms Face
Estate planning requires meticulous attention to detail. A missing beneficiary designation, an incorrectly funded trust, or a missed probate filing deadline can have consequences that last generations. Meanwhile, the work is often high-volume and template-driven — making it an ideal candidate for AI assistance.
- Drafting wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives for each client
- Gathering and organizing comprehensive asset inventories across real property, financial accounts, insurance policies, and business interests
- Tracking probate administration deadlines — inventory filings, creditor notice periods, distribution timelines
- Managing trust funding — retitling assets, updating beneficiary designations, and confirming transfer completion
- Coordinating with financial advisors, CPAs, and insurance agents
How Lexi AI Supports Estate Planning Workflows
Guided Client Intake for Estate Plans
Lexi's client intake system walks prospective clients through a detailed questionnaire — capturing family structure, asset types, existing planning documents, philanthropic goals, and special considerations like special needs beneficiaries or blended families. This data flows directly into your drafting workflow, so attorneys start every engagement with a complete picture rather than spending the first meeting collecting basic information.
Automated Estate Plan Document Drafting
Lexi generates first drafts of wills, trust agreements, powers of attorney, and advance healthcare directives using your firm's templates and the client's specific parameters. It handles conditional provisions — like staggered distributions for minor beneficiaries or spendthrift clauses — based on the intake data. Attorneys review and customize the documents rather than building each plan from scratch, cutting document preparation time by 60% or more.
Asset Inventory and Trust Funding Tracking
An estate plan is only as good as its funding. Lexi tracks which assets have been retitled into the trust, which beneficiary designations have been updated, and which transfers are still pending. It sends automated reminders to clients and their financial institutions, and provides your team with a real-time dashboard of trust funding status — so no asset falls through the cracks.
Probate Deadline Management
When your firm handles probate administration, Lexi's deadline tracking monitors every statutory requirement — from the window for filing an inventory to creditor claim periods, accounting deadlines, and distribution timelines. It calculates jurisdiction-specific deadlines and sends escalating alerts in Slack, ensuring your team never misses a probate filing.
Lexi has transformed how we handle estate plan preparation. What used to take our team a full day per client now takes a few hours — and the accuracy has actually improved.
Integrations for Estate Planning Practices
- Clio and WealthCounsel for estate planning document assembly and case management
- Westlaw and Fastcase for tax code research and trust law updates
- DocuSign for remote document execution ceremonies
- Slack and Microsoft Teams for team coordination and client updates
Results Estate Planning Firms See with Lexi
- Estate plan document packages drafted 60% faster
- Trust funding completion rates increase significantly with automated tracking
- Probate deadlines tracked automatically across all active estates
- Firms increase client capacity by 30% without additional staff
See how attorneys in family law and bankruptcy are also using Lexi to handle complex, document-heavy practices, or book a free demo to see Lexi for your estate planning firm.
Client Intake Automation
Guided questionnaires capture family structure, assets, and planning goals before the first meeting.
Estate Plan Drafting
Generate first drafts of wills, trusts, POAs, and healthcare directives from your templates.
Trust Funding Tracking
Monitor asset retitling, beneficiary updates, and transfer completion in real time.
Probate Deadline Management
Track statutory filing windows, creditor periods, and distribution timelines automatically.
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Book a free 30-minute assessment and we'll show you exactly where Lexi can save your firm time and money.
