Estate Planning & Probate

Estate planning and probate management for solo attorneys

Will and trust drafting with AI assistance, probate court deadline tracking, asset inventory management, and secure family communication — for the most personal work in law.

No credit card required. Cancel anytime.

Sound familiar?

  • ×Trust and will drafting taking hours of template-hunting and editing
  • ×Probate court deadlines tracked in paper calendars and email
  • ×Beneficiary communication done insecurely over email
  • ×Asset inventory collected piecemeal from clients over months
  • ×No centralized place to track pending estate administrations

Everything your estate planning & probate practice needs

Built specifically for the workflow, statutes, and deadlines that matter in estate planning & probate cases.

AI Will & Trust Drafting

State-specific will, revocable trust, power of attorney, and advance directive drafting with AI assistance.

Probate Timeline Tracker

Court filing deadlines, creditor claim periods, inventory due dates, and distribution schedules — all tracked.

Asset Inventory Manager

Collect and organize real property, financial accounts, business interests, and personal property for inventory.

Beneficiary Portal

Secure communication with beneficiaries. Share account statements, inventory drafts, and final distributions.

Pour-Over Analysis

AI-assisted analysis of assets that may pass outside the trust and potential probate exposure.

AI Research on Probate Law

State-specific research on intestacy, elective share, Medicaid lookback periods, and trust modification statutes.

Built-in tools specific to estate planning & probate

ILIT / Crummey trust management
Medicaid spend-down planning tracker
SLAT / GRAT / QPRT reference
Estate tax threshold alerts
Conservatorship deadline tracker
Digital asset inventory (crypto, online accounts)

Start your estate planning & probate practice on Lexitio

14-day free trial. No credit card. Set up in under 10 minutes.

Start free trial

Solo plans from $99/mo · No modules · No per-user fees