Turn Dormant Estate Plans Into Qualified Legal Matters
LawPro identifies estate planning opportunities hidden inside existing client documents, provides explainable legal findings, and routes attorney-verifiable work to trusted estate planning partners — with 595 estate planning clauses across 56 jurisdictions sourced from IRS Revenue Procedures and state statutes.
How It Works
Upload an estate plan document. Our AI scans for outdated provisions, beneficiary conflicts, funding gaps, and law-change exposure. Results are presented as structured findings with statutory citations, ready for attorney review.
Estate Plan Diagnostic Capabilities
- QPRT (Qualified Personal Residence Trust) Analysis
- Digital Asset Authority Review
- Trust Decanting Evaluation
- Family Business Succession Planning
- Grantor Trust (IDGT) Diagnostics
- Retirement Account Trust Planning
- Beneficiary-Owned Trust Analysis
Built for Financial Advisors and Estate Planning Attorneys
Financial advisors use LawPro to identify review opportunities in their clients' existing estate documents. Estate planning attorneys receive pre-qualified matters with complete document packages and AI-identified findings ready for professional verification.
Ethics-Conscious Design
Attorney-controlled workflow. No legal advice generated. No fee splitting. All findings require attorney verification. Complete audit trails. Designed for compliance with ABA Model Rules and state bar ethics requirements.
Frequently Asked Questions
How does LawPro identify estate planning opportunities?
LawPro uses OCR document scanning and AI analysis to extract key provisions from estate planning documents, then cross-references against current tax law, state statutes, and best practices to identify opportunities for review, amendment, or funding corrections.
Is LawPro compliant with bar ethics rules?
Yes. LawPro is designed with ethics-conscious architecture: no legal advice is generated, no fee splitting occurs, all findings require attorney verification, and the platform maintains a complete audit trail. Attorneys retain full control over client recommendations.
What types of estate planning documents can LawPro analyze?
LawPro can analyze revocable living trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, beneficiary designations, buy-sell agreements, and related estate planning documents across all 50 states.
How do financial advisors generate revenue with LawPro?
Advisors upload client estate documents for AI-powered analysis. The platform identifies opportunities requiring attorney review, then routes qualified matters to attorney partners. Advisors earn recurring revenue from facilitated reviews and strengthen client relationships through proactive estate plan monitoring.
LawPro Associates — Estate Planning Intelligence Platform