Level 1
Emergency clarity
Create a quick family roadmap before asking harder legal questions.
Helpful progress made100%
Texas Family Estate Planner
Private family workspace prototype
Painless dad mode: start with emergency clarity, not a whole will.
Make things easier for your family, one calm step at a time.
A guided Texas-specific estate planning workspace that saves progress, separates helper-entered facts from owner-confirmed wishes, and produces clear packets for signing or attorney review.
Current plan
Family roadmap
Progress
49%
Sessions
7
Flags
3
Next most useful thing
Name a backup executor and privately confirm financial agent choices.
Dashboard
Helpful progress made.
The app rewards partial progress and keeps the next step small. A helper can gather facts, but the plan owner confirms the choices that matter.
Complexity status
Attorney review recommended
5 minutes
People
Important people
List family, trusted contacts, doctors, advisors, and people who may need notice.
Helpful progress made80%
Trusted roles
Decision-makers
Name who can help with finances, health care, and carrying out instructions.
Next best step60%
Inventory
What you own
Capture assets that pass by will and assets that may ignore the will.
Next best step45%
Choices
Who receives what
Describe simple distributions and identify situations that need lawyer review.
Next best step25%
Care
Medical choices
Record health care agents, end-of-life preferences, and practical care notes.
Next best step30%
Signing
Print, sign, store
Turn answers into a safe signing checklist and storage plan.
Next best step0%
Short sessions
Guided interview
Emergency clarity
- - Who should your family call first?
- - Where are your important papers?
- - Who can help with bills if something happens?
Important people
- - Who is in your immediate family?
- - Are there children from more than one relationship?
- - Is anyone receiving government benefits?
Decision-makers
- - Who should serve as independent executor?
- - Who can make medical decisions?
- - Who are backup agents if the first person cannot serve?
Pressure guardrails
Owner confirmation
Independent executor
Maria Calderon
Backup: Daniel Calderon
Owner confirmed
Financial agent
Maria Calderon
Backup: Ana Rivera
Needs private confirmation
Medical agent
Daniel Calderon
Backup: Maria Calderon
Owner confirmed
Trustworthy boundaries
Review flags
yellow
Helper entered sensitive choices
A family helper helped enter role appointments. Ask the plan owner to privately confirm the final choices.
yellow
Texas home needs coordination
If a Transfer on Death Deed exists or is created, compare it against the will because deed instructions may control that property.
red
Age and reluctance guardrail
Because the plan owner is elderly or hesitant, the packet should recommend independent attorney review and a clean signing ceremony.
Execution packet
Print, sign, notarize, witness, store.
Document generation stays deterministic. The assistant explains, summarizes, and finds gaps, while templates and review rules control the actual packet.
Template packet
Last Will and Testament packet
Template-driven Texas will packet with self-proving affidavit instructions.
Template packet
Financial power of attorney
Agent appointments, backup agents, and execution notes.
Template packet
Medical directives
Medical power of attorney, directive to physicians, and HIPAA release.
Checklist
Beneficiary designation checklist
Retirement, life insurance, bank, brokerage, and deed coordination reminders.
Attorney packet
Attorney review packet
Family summary, assets, intended distributions, appointments, flags, and open questions.
Signing checklist
Print the final documents. Do not sign ahead of time.
Bring government ID and use two disinterested witnesses where required.
Use a notary for the self-proving affidavit and notarized powers of attorney.
Store the original paper will safely and tell the executor where it is.
Give copies of medical and financial authority documents to named agents.
Upload scans to the vault, while keeping the original paper documents.
LLM assistant
Plain English without pretending to be a lawyer.
Explain what an executor does.
Summarize missing information.
Convert notes into structured asset fields.
Generate attorney-review questions.
Secure vault
Store scans and instructions, but protect the original paper will.
The vault is private by default, uses role-based permissions, and keeps an audit trail of who entered, changed, uploaded, or confirmed sensitive information.
A scan is useful for reference. The original signed paper document may still be what the executor needs.