Terms of Service
These terms govern your use of the LawPro Associates estate planning intelligence platform, including document analysis, diagnostic tools, and attorney partnership features.
LawPro Associates — Estate Planning Intelligence Platform
These terms govern your use of the LawPro Associates estate planning intelligence platform, including document analysis, diagnostic tools, and attorney partnership features.
LawPro Associates — Estate Planning Intelligence Platform
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 compliance parameters sourced from IRS Revenue Procedures and state statutes across 18+ jurisdictions.
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 Our AI scans for outdated provisions, beneficiary conflicts, funding gaps, and law-change exposure.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.
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.
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.
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.
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.
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.
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.