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Alvarez estate plan

EP-0264

FloridaOrange CountyAttorney: Alex MorganParalegal: Jamie LeeMatter accessIllustrative workspace

Your estate-planning workspace

Bring the record together. Prepare the work. Keep the final decision.

Drafts in progress5

EstateDraftFL Assistant

Alvarez estate plan · EP-0264

EstateDraftFL AssistantFrom the matter’s record · composed without AI

The client's intake and 4 source files are on the record. 3 findings need a decision before delivery.

Confirm family and decision-makers
Read the people the client listed in the intake and confirm who takes each role.
Review existing documents
4 source files: Client_Intake.pdf, Existing_Will.pdf, Home_Deed.pdf, ….
Prepare the draft set
Revocable Living Trust is at version 2.
Resolve findings and approve delivery
3 open findings to decide before delivery.

Draft work product · Attorney review required

Client intake · Received
- Sent by the client Oct 1, 2026.
- Engagement: letter sent.
Open the intake
Source documents · 4 files
- Client_Intake.pdf
- Existing_Will.pdf
- Home_Deed.pdf
- Planning_Notes.docx
Open the sources
Drafting foundation · Firm playbook
- 6 approved clauses of the firm's own, over the Florida masters.
Open it
Citation check · Not run
- No citation check has run on this matter. Run one from the assistant's Cite Check.

Revocable Living Trust

v2 · Draft for review

The firm-wide queues follow here on the live page (Today, unchanged).