Draft complex trust instruments, analyze estate tax implications, and manage probate proceedings with AI that keeps high-net-worth client data completely private.
Manual processes drain time and increase risk. Sound familiar?
Drafting complex irrevocable trusts, GRATs, and other estate planning instruments is time-intensive
Analyzing estate and gift tax implications across federal and state regimes requires constant updates
Probate administration involves tracking numerous deadlines, filings, and beneficiary communications
High-net-worth client financial data is extremely sensitive and cannot be processed by consumer AI
Purpose-built for legal professionals who demand accuracy, speed, and privilege safety.
AI-assisted trust and estate document drafting tailored to client circumstances and jurisdiction
Estate tax analysis that models different planning scenarios and identifies savings opportunities
Probate administration support with deadline tracking and document preparation
Zero data retention protects high-net-worth clients' financial information and family dynamics
From upload to insight in three simple steps.
Securely upload medical records, depositions, and case files to our encrypted platform.
Our AI cross-references treating physician notes, IME reports, and billing records in minutes.
Receive structured summaries, conflict flags, and hearing-ready briefs with cited sources.
Everything you need to know about Workplex AI.
Join firms already saving hundreds of hours per month with AI-powered document intelligence.
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