EstateDraftFL for Firms
Run your Florida estate-planning practice on one white-label platform.
Draft Florida estate plans on big-law-depth masters, pressure-test every document with the Opposing Counsel Pass™, run probate end to end, and control it all from the attorney workstation — branded for your firm, finalized only by your attorneys.
Client experience
A calmer intake before the attorney work begins
Clients arrive with family pressure, half-finished documents, and uncertainty about what matters. EstateDraftFL turns that into structured facts, draft work product, review findings, and a clear attorney-controlled finalization path.
What your firm runs on
Big-law drafting masters
Wills, trusts, Durable POAs, directives — masters upgraded clause-by-clause against real filed instruments, with per-clause provenance your attorneys can inspect.
Official court forms, completed
96 pinned circuit probate forms across 10 circuits — the court's own PDFs, SHA-256-verified and completed from one questionnaire.
Opposing Counsel Pass™
Every document is pressure-tested against the arguments a hostile attorney would raise — weaknesses surface before anything leaves your firm.
The attorney workstation
AI organizes and drafts; your attorneys adjudicate finding by finding on an append-only record. Nothing reaches a client until your firm signs off.
Inspect the work before you buy it
Each card is one surface's record in miniature, from a fictional matter, in the four states the product shows: done and recorded, waiting on an attorney, held, and what it never does.
Inspect the example
The drafting workstation
How: Drafted from the firm's approved masters and the answers on file; the homestead engine's checks
How: Cross-document consistency checks across the matter's documents
How: Revision-bound approvals
The workstation drafts from the firm's masters and the client's answers. It does not interview the client or decide what the client wants — the attorney does.
From the Rivera family's estate plan — a fictional matter at Meadow & Grove, P.A., a demonstration firm. Sample data only.
Inspect the example
The attorney workspace
How: Coverage manifests on every workspace run
How: Revision decisions kept against their exact base text
How: The citation check on every result
A run reads only the files you select and says how much of each it read. It never calls a review of part of a file a complete review.
From the Rivera family's estate plan — a fictional matter at Meadow & Grove, P.A., a demonstration firm. Sample data only.
Inspect the example
The Opposing Counsel Pass
How: The findings decision rail
How: The findings decision rail
How: The findings decision rail's live count
The pass reads the document the way an opposing lawyer would. It knows nothing outside the document, and every finding is the attorney's to decide.
From the Rivera family's estate plan — a fictional matter at Meadow & Grove, P.A., a demonstration firm. Sample data only.
Inspect the example
The cite check
How: Byte-exact quotes against the source-locked Florida corpus
How: Byte-exact quotes against the source-locked Florida corpus
How: The case-citation existence check
Statutes are checked against our source-locked Florida corpus; case law is checked for existence only, through the connected service.
From the Rivera family's estate plan — a fictional matter at Meadow & Grove, P.A., a demonstration firm. Sample data only.
The Attorney Workspace
Three engines, one workspace — and they check each other
A chat-first workspace inside the firm console: ask the desk assistant, or run reviews, redlines, cite-checks, and the Opposing Counsel Pass™ through your choice of engine. Every result is work product for your review.
Opus 5
ShippedThe default engine for every operation — deep structured reviews on the platform's source-locked Florida corpus.
Included with the workstation AI plans
ChatGPT 5.6 Sol
Owner-gatedA second, independent engine line — and the other half of the dual consensus mode.
Included with the workstation AI plans
Fable 5
Owner-gatedThe maximum-depth tier for the heaviest documents.
Per-document upgrade — priced at activation
⚡ Dual consensus
Both engines run the same document independently; the workspace cross-compares deterministically — agreements, divergences with both severity ratings, and each engine's minority findings, never silently resolved. Dual fees are simply the sum of the engines they pair.
Every result carries its citation check
Statute and rule citations verify against the source-locked Florida library; case citations are existence-checked when a citator is connected — and anything unverified says so, plainly.
Engines not yet active on a deployment appear in the workspace disabled, labeled with exactly what activates them — nothing is simulated.
Keep in mind: Every result is work product for your own review on a paid matter; the citation panel verifies statutes against the corpus and cases for existence only. Capabilities, limits and refusals →
Future Files
Every plan you sign today seeds the file your firm opens tomorrow
Create a dormant successor-trustee file at planning — beneficiaries carried over, everything waiting. When the time comes, activate it in one click and administration starts the same day. No new purchase — the file already counts toward your plan's yearly allowance.
For firms that draft Trusts
Did a client just hire you to draft their Trust?
When the Trust is signed, your engagement may be over — but their Trustee's Florida duties are just beginning. Hand them TrusteeClear: a separate, unaffiliated platform. Using it doesn't create or extend an attorney-client relationship — yet it makes sure your client has the support, knowledge, and reminders to complete every mandatory step on time, so the Trust you drafted actually stays enforceable.
TrusteeClear is an independent platform. It provides general information and administrative support, not legal advice, and does not create an attorney-client relationship between your firm and the Trustee through TrusteeClear. Your firm chooses whether to refer clients or to license and supervise the experience.
Pricing
Built around how your firm works — never per-seat, never a share of your legal fee.
Per matter
$149–$299
per estate-plan, probate, or Trustee matter you open
Platform subscription
From $250/mo
tiered by file volume, not users
Onboarding
$350
one-time firm setup
Unlimited users on every tier.
What a month actually costs
A firm opening five matters in a month on the Practice membership pays $250 — the five take five of the membership's 10 places for the year. A matter beyond the year's allowance is $149 to $299, all-in. Never per-seat, never a share of your legal fee; the full pricing page carries the current schedule.
Worked example from the same schedule shown above — your volume sets your number.
Buying for a firm? Scope, every charge, onboarding, data, support and exit — on one page.
Built in — the TrusteeClear™ module
When a plan you drafted activates, the trustee is guided too
The successor-trustee module is part of every firm workspace: the clients your plans name as Trustee get the calm, branded, step-by-step administration experience — deadlines, notices, accountings — under your firm's name.
See the Trustee experience →Watch the TrusteeClear™ module in action
The built-in successor-trustee console — about 80 seconds
What TrusteeClear does for your firm
- Firm-branded Trustee portal + invite
- AI reads the Trust; recommends edits (reason + statute)
- Firm approval rail — full audit trail
- Email + text reminders: 7d / 3d / 24h + escalation
- Qualified-beneficiary notices, delivered + acknowledged
- §736.08135 accounting + §736.0708 compensation worksheets
- Asset inventory + funding-gap detection
- Searchable, versioned document vault
- Co-trustee dual-approval + in-app e-signature
- Defensible, exportable PDF trail
- Attorney-backed AI assistant (advice routes to your firm)
- Multilingual portal — EN/ES/HT/RU/HE (RTL-aware)
- Asset Protection scan — spendthrift/creditor/homestead findings with attorney accept/edit/skip
Your first matter is free
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If the platform isn't for you, the file is still yours to finish.
Works with the AI tools your firm already uses
TrusteeClear's exports aren't dead files. Transactions leave as formula-ready workbooks, letters and packets as clean documents — built to pair with the Claude add-ins for Microsoft 365. AI assists; your team reviews.
- Excel — ask the workbook questions with cell-level citations, trace any number, build the distribution model.
- Word — refine engagement letters and memos with tracked changes your attorneys accept line by line.
- Outlook — triage matter email, summarize threads with citations, and draft replies that land unsent for review.