Connectors
Work product lands in your systems
Word and PDF exports and the document vault ship today. Clio, DocuSign, calendar, and bank/asset sync connect under your firm’s own credentials — documents flow out to you, never the other way. Dormant until a firm switches them on.
Word / PDF export
Every instrument and the full packet export to Word and PDF for the matter file.
Document vault
Encrypted, tenant-isolated storage with a full provenance trail.
Word add-in
A taskpane inside Word, with no model: every statutory citation checked against the source-locked Florida corpus, names written two ways unified as tracked changes you can reject, a table of authorities from the verified citations, and a Rule 2.520 pre-filing check where anything it cannot read is "not checked", never a pass. Your own session, no keys in the add-in; Word for Windows and Mac (docs/word-addin-SIDELOAD.md).
Outlook add-in
Check before sending: a draft's unfilled placeholders, its citations against the corpus and the identifiers Rule 2.425 keeps out of filings — masked, advisory, the send stays with you; nothing of the message is kept. On a message you read, the Beneficiary/Creditor Shield proposes a class a staff member confirms.
Execution Ceremony
Per-document signing scripts and role validation from the statutory formalities (witnesses, notary, superpower initialing, who may not witness) with an append-only execution record. Wills, trusts, powers of attorney and health care directives are signed at the supervised ceremony — never through an e-signature envelope.
Calendar — ICS deadline feed
Subscribe Outlook / Apple / Google natively to the dates on your matters — confirmed dates, and proposed ones only if you switch them on (labelled). Zero keys, a revocable personal link. Fail-closed (round trip verified live 2026-09-30; docs/connectors/calendar-AUDIT.md).
Calendar — OAuth push
Push the dates the firm confirmed into the firm's own calendar by API — one all-day event per step, updated in place and never deleted, each saying how its date was reached. Dormant until firm credentials; the ICS feed above works today.
Clio
Link each matter to its matter in your firm's own Clio — searched and read back, never created — then export an approved packet version to it: approval-bound, checked back from Clio, kept as a receipt. Disconnecting revokes the connection at Clio and cancels what is pending. The badge flips to Live only after the round-trip audit (scripts/connector-audit-clio.ts) passes on the firm's own credentials.
DocuSign / e-sign
Send firm documents — receipts and releases, waivers, consents, engagement agreements — for signature, bound to the exact bytes and signers. A signing-path register refuses wills, trusts, powers of attorney and health care directives, which the statutes tie to witnesses, a notary or the will formalities; "completed" means every signer signed, never a review of validity. Live only after the recorded round-trip passes (scripts/connector-audit-esign.ts).
Plaid / bank sync
Read-only asset and funding visibility to drive retitling and beneficiary-designation checks.
Real-money movement and filing remain client- or attorney-initiated. EstateDraftFL prepares and routes work product; it does not file documents.
Will execution ceremony — the engine's own script
This is the actual signing script the Execution Ceremony runs in the product — roles, order, and presence rules, each line carrying its statute. Florida's formalities are strict on purpose; the ceremony makes them impossible to miss.
1× Testator
- Signs at the END of the will, in the witnesses' presence.
Fla. Stat. § 732.502
2× Attesting witness
- Each signs in the presence of the testator AND of the other witness.
- Florida permits an interested witness — a beneficiary MAY witness — but an independent witness avoids optics a contest can exploit.
Fla. Stat. § 732.502 · Fla. Stat. § 732.504
1× Notary public(recommended)
- Not required for validity — required for the SELF-PROVING affidavit, which lets the will be admitted without hunting down witnesses later.
Fla. Stat. § 732.503
Everyone
Assemble the testator, both witnesses, and (recommended) the notary in one room.
Fla. Stat. § 732.502
Testator
Declares the document is their will and signs at the end (or acknowledges a prior signature) with both witnesses watching.
Fla. Stat. § 732.502
Witness 1, then Witness 2
Each witness signs in the presence of the testator and of each other.
Fla. Stat. § 732.502
Testator + witnesses + notary
All execute the self-proving affidavit before the notary (recommended, not required).
Fla. Stat. § 732.503
Custodian
Store the ORIGINAL safely; the custodian must deposit it with the clerk within 10 days of learning of the testator's death.
Fla. Stat. § 732.901
Watch-outs the ceremony enforces
- Any competent person may witness — but the person who benefits most should not be the one orchestrating the signing (undue-influence optics). (Fla. Stat. § 732.504)
Cite Check
Citation verification
Cite Check verifies every Florida statute and Probate Rule against EstateDraftFL’s source-locked corpus, and every case citation against CourtListener’s database of U.S. opinions — so a made-up statute or an AI-hallucinated case is caught before you file. KeyCite and Shepard’s good-law treatment connect under your firm’s own entitlement.
CourtListener
Free — add tokenShippedThe live engine behind Cite Check's existence verification — every case citation matched against CourtListener's database of millions of U.S. opinions (Free Law Project), so a non-existent or AI-hallucinated cite is caught before you file. Add a COURTLISTENER_API_TOKEN to switch it on.
Westlaw (KeyCite)
Request early accessStagedCitator-grade KeyCite validation and red-flag treatment for every case in your brief, inside your firm's own Westlaw entitlement. The slot is built and dormant — it activates when Thomson Reuters provisions partner credentials (no personal-login routing; their terms prohibit it).
LexisNexis (Shepard's)
Request early accessStagedShepardize each case for negative treatment and confirm it is still good law, inside your firm's own Lexis+ entitlement. Built and dormant — activates when LexisNexis provisions partner credentials. Until then, Cite Check verifies existence via CourtListener.
Live today
- Bluebook-form check on every citation.
- Existence-verified against the source-locked Florida corpus (statutes + Probate Rules) and CourtListener (cases) — so a hallucinated authority is caught before you file.
On the roadmap
- KeyCite (Westlaw) and Shepard’s (Lexis) good-law / negative-treatment signals, not just existence.
- Under your firm’s own entitlement — never by routing through a personal login, which their terms prohibit.