Wills, trusts, powers of attorney, and beneficiary designations — Max drafts the documents, tracks the funding, and manages the signing ceremonies.
Estate planning requires meticulous attention to detail across dozens of interconnected documents. A single missed beneficiary designation or unfunded trust can unravel an entire estate plan. You're drafting wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, and transfer documents — then tracking whether the client actually funded the trust and updated their beneficiary designations. MaxLaw's AI handles the drafting and tracking so nothing falls through the cracks.
Six AI-powered capabilities built specifically for your practice area
AI-generated estate planning documents customized to your state's requirements with automatic cross-referencing between documents.
Track which assets have been transferred into the trust, flag unfunded assets, and generate transfer deeds and assignment documents.
Track beneficiary designations across all accounts and flag inconsistencies with the estate plan.
Automated 3-year review reminders to clients with life-event triggers (marriage, divorce, birth, death, relocation).
Estimate federal and state estate tax exposure with portability elections and generation-skipping trust analysis.
Automated scheduling, witness coordination, notary booking, and document packet preparation for signing ceremonies.
A real workflow showing Max handling a typical estate planning matter
Married couple completes your estate planning questionnaire — 2 children, $1.2M home, $800K in retirement accounts, $200K brokerage.
Max generates a draft revocable living trust, pour-over wills for both spouses, durable powers of attorney, and healthcare directives.
Max creates a trust funding checklist: deed transfer for the home, beneficiary designation changes for retirement accounts, and brokerage re-titling.
Max runs an estate tax analysis: no federal exposure at current exemption levels, but flags the state estate tax threshold.
Max prepares the signing ceremony packet: document summaries for clients, witness instructions, and notary scheduling.
Complete estate plan ready for your review. You spend 20 minutes customizing trust provisions and adding a special needs trust for one child.
Join hundreds of estate planning attorneys who use Max to reclaim 10+ hours per week.