AI-Powered Estate Plan Diagnostic Tools for Attorneys
LawPro provides estate planning attorneys with seven specialized diagnostic modules. Every finding includes statutory citations, clause library references, and complete audit trails for your professional review.
Diagnostic Modules
- QPRT Analysis — term evaluation, remainder interest calculations, 7520 rate assessment
- Digital Asset Authority — fiduciary access powers, RUFADAA compliance
- Trust Decanting — state statute eligibility, permissible modifications
- Business Succession — buy-sell coordination, entity ownership, key person provisions
- Grantor Trust (IDGT) — swap power analysis, income tax status, intentional defects
- Retirement Account Planning — beneficiary designation reconciliation, SECURE Act compliance
- Beneficiary-Owned Trust — spendthrift provisions, distribution standards, creditor protection
Attorney-Controlled Workflow
Every AI finding requires your verification before any action is taken. Complete governance framework, audit trails, and ethical compliance controls ensure you maintain full professional control.
LawPro Associates — Estate Planning Intelligence Platform