The AI is your organizer, not your lawyer.
LegacyPilot uses AI to summarize your answers, prepare drafts, find missing details, and create a clear review summary. A licensed attorney still checks the important legal decisions before signing.
Ready for review
Complete
Prepared
3 found
Queued
Every step tells the user what is happening and why it matters.
Turn your answers into a family picture
The AI organizes your answers into a simple summary: who you care about, what you own, and who you trust to help.
Normalize intake, detect missing fields, classify household complexity, and create a review-ready client profile.
Spot anything that needs extra care
If something is more complex, like young children, a business, or mixed beneficiaries, we flag it instead of guessing.
Run risk rules for guardianship, business succession, beneficiary conflicts, trust funding gaps, and unsupported scenarios.
Create a draft packet and checklist
You see the plan type, documents, missing details, and the questions an attorney should confirm with you.
Generate plan recommendation, document checklist, clause rationale, and attorney review notes.
Send the important parts to an attorney
A licensed attorney reviews the flagged issues and either approves the packet, asks for changes, or recommends a call.
Route packet to attorney queue with SLA, risk flags, source data, and decision actions.
Help you sign and store everything
After approval, we guide you through signing, storing your documents, and updating your plan when life changes.
Unlock signing workflow, vault storage, trusted contact sharing, funding reminders, and annual review triggers.
What the customer sees after AI prepares the plan.
Will
Says who should receive your property and who should carry out your wishes.
Trust
Can help your family avoid court delays and gives clearer instructions for certain assets.
Healthcare Directive
Names someone to make medical decisions if you cannot speak for yourself.
Power of Attorney
Names someone to handle money or legal tasks if you cannot.
Asset Checklist
Shows which accounts, property, and benefits may need updates after your plan is signed.
The AI flags complexity instead of hiding it.
Business ownership
Operating agreement and succession language require attorney review.
Minor children
Guardian selection and trust distribution ages should be confirmed.
Beneficiary conflict
Retirement beneficiaries may not match estate distribution goals.