Intakes assets, assesses the plan and screens execution — a licensed estate-planning attorney signs the instrument.
Drafting wills and trusts is the practice of law under a reasonable-care standard, where a defective execution voids the will and a missed tax election (706 / portability) is irreversible at death.
Assets and family screened, the plan assessed for capacity / execution formalities / estate-gift-tax exposure straight-through; the licensed attorney signs the instrument before it is executed or filed with the probate court.
Intake to outcome. 🤖 steps run automatically; 🧑⚖️ steps are where a named human signs off the judgment calls.
Connectors run as sandbox stubs today — flip to the real provider to go live.
The autopilot escalates the judgment calls to a qualified human — the rest is straight-through.
Every autonomous decision is logged — who · what · confidence. Signed human checkpoints and a built-in compliance reviewer enforce the rails, so the outcome holds up to an audit, not just a demo. Every irreversible action runs only after a human signs — the autopilot does the volume, never the point of no return on its own.
🧑 Accountable owner: Licensed estate-planning attorney — one person answers for what this autopilot does.
Same buyer, adjacent function — the connectors and compliance packs are shared.