For Florida families
What EstateDraftFL does, does not do, and refuses
Every self-help surface with its current availability, what it does, what it does not do, and the typed reasons it refuses — including the surfaces retired for consumers in 2026.
Shipped17
- Consumer estate-plan drafting (deterministic assembly)
Configured and enabled: always on; no model surface (UPL v3 Phase 1).
The plan is assembled from your own answers by deterministic templates; no model reads or reviews it, and no attorney is involved unless you engage one yourself.
- Consumer single documents, the Lady Bird lane and the Companion Will
Configured and enabled: always on; deterministic.
Each document is assembled from your own answers; recording a deed with the county clerk, and any title question, remain yours.
- Consumer probate assessment and Rule 2.520 filing set
Configured and enabled: always on; deterministic.
The filing set follows the statewide format rule; your circuit's local practice still applies and nothing is filed for you.
- Trustee duties packet and the trustee portal (TrusteeClear module)
Configured and enabled: always on; the solo lane records, the firm lane routes to the firm.
The packet organizes duties and deadlines; every action is your recorded decision, and the firm lane routes it to your firm.
- TrustFundingFix
Configured and enabled: always on; deterministic packet.
The audit and packets are generated from what you list; sending them and confirming each retitling stay with you.
- Calendar — ICS deadline feed
Configured and enabled: always on; fail-closed.
The feed carries confirmed dates — proposed ones only if you switch them on, labelled; it is read-only and revocable, and your circuit's practice may adjust a date.
- Square checkout (consumer offers, per-matter activations)
Configured and enabled: always on.
Every purchase settles through the provider's signed webhook; nothing unlocks on a browser redirect alone.
- Statute cards (general information)
Configured and enabled: generate-once per section, pinned to the law-version hash, cached.
A statute card explains a section in general terms; the section's own text, held verbatim, is the authority.
- Will-versus-trust comparison
Configured and enabled: a neutral, deterministic comparison (UPL v3).
The comparison is neutral information; it does not tell you which plan you need.
- Public verification: /verify, the offline verifier and the trust root
Configured and enabled: public; the document-file lookup is throttled per address and globally.
Checks run where the visitor is; only a fingerprint ever reaches us.
- Referrals: a client sends their matter to a Florida firm with recorded consent and a fresh sign-in
Configured and enabled: a client with a matter on the direct service; the list names active Florida firms only.
A referral carries the fingerprint of the words the client agreed to and a sign-in of the last ten minutes; the database writes both together and refuses a referral without them.
- Three-way reconciliation: the bank's figure, the ledger's cash, and principal plus income
Configured and enabled: anyone who can open the matter.
A bank figure no one supplied is not a zero: "not reconciled" is the honest reading until someone types the statement.
- Statements frozen when executed: an accounting, or a beneficiary's distribution statement, kept as its exact bytes and hash
Configured and enabled: anyone who can open the matter reads; a firm's staff (on its matters) or the direct service's trustee executes.
An executed statement is its bytes and their hash: a correction is a new statement, and a signed receipt keeps the hash it acknowledged.
- Package comparison: up to three self-help packages side by side, in the checkout's own words
Configured and enabled: the public pricing page, in every language.
The comparison repeats each package's own purchase terms; it never says which package you need.
- Purchase states: one named state per item, and never a second charge for it
Configured and enabled: every consumer purchase door.
A purchase shows the state its payment records are in; a second payment for the same item is never started.
- Readiness checks: your own list before planning, or when you are named a trustee — kept in this browser tab, nothing sent
Configured and enabled: public pages, in every language.
The readiness list is yours alone: it is kept in this browser tab and never sent.
- The estate desk: after delivery, what was downloaded, printed, signed, kept and funded — and a check for any file you hold
Configured and enabled: signed in on the self-help service (a firm's client keeps the firm's own signing and funding record).
The desk keeps your own record of what happened after delivery; it never says a document was validly signed or an asset properly funded.
Owner-gated5
- Stripe (alternate rail)
Waiting on the platform owner: STRIPE_SECRET_KEY · WEBHOOK_SECRET (+ tier prices).
Stripe is a dormant alternate rail; Square carries every live purchase.
- SMS reminders (Twilio)
Waiting on the platform owner: TWILIO_* (absent).
SMS reminders stay disabled until the owner configures the sender.
- Turnstile on public forms
Waiting on the platform owner: NEXT_PUBLIC_TURNSTILE_SITE_KEY (absent); the firm consult door also verifies server-side with TURNSTILE_SECRET_KEY.
Public forms work today; the bot challenge mounts once the owner keys it.
- Upload malware scanner (quarantine pipeline)
Waiting on the platform owner: SCANNER_* (absent); structural checks always run.
Every upload passes structural validation; an external malware scan runs only once the owner arms a scanner — the receipt says which.
- The EstateDraftFL app for iPhone and Android: sign in, matters, send a document, notifications, remote revocation
Waiting on the platform owner: the owner's Expo project, the sign-in allow-list entry estatedraftfl://auth/callback, Apple (and, for Android notifications, Firebase) credentials through Expo's build service, the store submissions, then MOBILE_APP_PUBLISHED=1 on the deployment (mobile/README.md).
The app is a door to the same platform, as the same person: nothing it holds outlives a revocation, and nothing on a lock screen names a matter.
Dark1
- Independent attorney-connection add-on
Hidden by order: DARK — the page 404s, every door hides.
No attorney connection is offered today; the door is dark until the owner's review.
Retired8
- Consumer estate chat
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- AI Estate Checkup
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Consumer document review teaser
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Consumer redline teaser
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Consumer cite-check teaser
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Model-composed estate-plan teaser
Retired for the self-help lane (UPL Program v3, 2026-09-03): the AI gateway refuses this model surface for every caller; the door itself now answers deterministically.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Document Rebuild extraction
Retired for the self-help lane (UPL Program v3, 2026-09-03): the door answers HTTP 410.
This surface was retired for consumers in 2026: EstateDraftFL offers no AI conversation or personalized report in the self-help lane.
- Retired consumer report purchases
Retired for the self-help lane (UPL Program v3, 2026-09-03): checkout answers HTTP 410 for these kinds and plans.
The reports these purchases unlocked were retired for consumers in 2026; checkout refuses them before anything is charged.
Status is evaluated against this deployment's configuration by the capability-status service at build time; the catalogue's facts were last reviewed on the date shown.