One state, said plainly

Wills, pour-over and companion wills, and the instruments a plan is built from.

9 instrument templates in the clause library — among them the last will, the pour-over will, the companion will and the Lady Bird deed — each assembled from the person's own answers with the person-terms layer, every statutory hook a retrieved Florida section.

Limits

• The consumer lane assembles deterministically from the person's answers: no model writes or reviews a self-help document (UPL Program v3, Phase 1).
• A Florida-exact claim is gated by the source lock (assertStateReleasable); the instruments comply regardless, the claim waits for the gate.

In the catalogue

• Firm drafting engines (caged drafter, draft support, letter studio)Shipped
• Firm playbook: the firm's own clause text, approved version by version — never over the client's instructionsShipped

The record

• src/lib/clauses/index.ts
• src/lib/clauses/states/florida.ts
• docs/UPL-PROGRAM-V3.md
• docs/FL-CORPUS-STATUS.md

Revocable living trusts, the funding record, and trust administration after a death.

The revocable living trust template, the funding record kept as evidence on the plan, and trust administration end to end — the TrusteeClear™ module on the Florida Trust Code.

Limits

• Funding is recorded as evidence; the platform retitles nothing and reads no account by itself (Plaid stays a firm-enabled connector).
• Native trust or escrow accounting is not offered (decision D15).

In the catalogue

• Funding as evidence: each asset's way into the plan, its standing read from evidence with its basis — never from a boxShipped
• TrusteeClear™: the firm's trust administrations, each with its duties, ledger, statements and beneficiariesShipped
• Three-way reconciliation: the bank's figure, the ledger's cash, and principal plus incomeShipped
• Statements frozen when executed: an accounting, or a beneficiary's distribution statement, kept as its exact bytes and hashShipped

The record

• src/lib/clauses/revocable-living-trust.ts
• src/lib/capabilities/catalogue.json
• docs/FL-CORPUS-STATUS.md

Durable powers of attorney, health care directives, HIPAA releases and the preneed guardian declaration.

The durable power of attorney, the health care directive with the living will, the HIPAA release and the preneed guardian declaration — every election the person's own, never copied from another customer.

Limits

• Signing is recorded for wet ink only; an electronic envelope never completes a signing record for these instruments.

In the catalogue

• Execution evidence: each instrument's signing pinned to the approved version, its steps as facts, and a record that completes only on its evidenceShipped

The record

• src/lib/clauses/financial-poa.ts
• src/lib/clauses/healthcare-directive.ts
• src/lib/clauses/hipaa-release.ts
• src/lib/clauses/preneed-guardian.ts
• docs/UPL-PROGRAM-V3.md

The probate paths, the official circuit forms, the filing set and its court format.

The deterministic probate engine, 73 fillable and 23 blank official circuit forms across 10 circuits, and the filing set held to Fla. R. Gen. Prac. & Jud. Admin. 2.520 (as amended by SC2023-1401, eff. July 1, 2025): letter pages, one-inch margins, twelve-point type, numbered pages and the recording space.

Limits

• The platform files nothing: the person or the firm files. No court e-filing adapter is offered (decision D15).
• Local practice (circuit, clerk, division, judge) is a caveat beside the statewide format, never a claim.

In the catalogue

• Administration handoff: from the approved plan (or the vault file) to the trust administration or the probate — the event, the facts confirmed, authority verified, no access grantedShipped
• Every computed date shows how it was reachedShipped

The record

• src/lib/court-format/florida.ts
• docs/COURT-FORMAT-REQUIREMENTS.md
• src/lib/official-forms/catalog.ts
• src/lib/capabilities/catalogue.json

Deeds that pass property outside probate, and what recording them requires.

The Florida Lady Bird deed within its authorized consumer scope, with the recording space Rule 2.520 requires on a document bound for the official records.

Limits

• Recording stays with the person or the firm at the clerk; no recording or e-recording adapter is offered (decision D15).

The record

• src/lib/clauses/lady-bird-deed.ts
• src/lib/court-format/florida.ts
• docs/UPL-PROGRAM-V3.md

Real-estate purchase, sale and closing work.

Limits

• Real-estate transaction and closing workflows are outside the platform by decision D15: stated, not built to fill a matrix.

The record

• docs/ULTIMATE-NUCLEAR-COMBINATION-PLAN-2026-10-23.md

The engines a firm's attorneys run on a draft: review, redline, citation checking and the Opposing Counsel Pass.

Review, Redline, Cite Check and the Opposing Counsel Pass™ on a firm's draft, the grounded lane over pinned public filings, and the Florida source library — work product for an attorney's own judgment, under the one AI gateway's governance.

Limits

• Firm lane only: the consumer lane has no model surface (UPL Program v3, Phase 1).
• Citation treatment (a citator's good-law signal) waits for the firm's own entitlement; existence checks run on the free engine once its token is set.

In the catalogue

• Attorney Command Center review · OCP · redline · cite-check (Opus 5)Shipped
• Grounded lane (litigation-class draft/review over SHA-256-pinned public filings)Shipped
• Case-citation existence check (CourtListener)Shipped
• Citator treatment (Westlaw KeyCite · Lexis Shepard's)Staged
• Redline, Opposing Counsel Pass™ and Cite Check: the firm's runs of each, and a new oneShipped

The record

• docs/GENERATIVE-BOUNDARY.md
• src/lib/ai/gateway.ts
• src/lib/capabilities/catalogue.json

The product a person uses on their own, without a firm.

The Florida estate plan, the single documents, the probate questionnaire and the official forms a person completes on their own — deterministic, every price shown before payment, on the Florida site.

Limits

• Software, not a law firm: no review of the person's situation, automated or by a lawyer; the firm door sends a consumer visitor to the Florida site.

In the catalogue

• Square checkout (consumer offers, per-matter activations)Shipped
• Trustee duties packet and the trustee portal (TrusteeClear module)Shipped

The record

• src/lib/consumer-ai.ts
• docs/UPL-PROGRAM-V3.md
• src/lib/capabilities/catalogue.json