EstatePilot interviews you like a thoughtful attorney would, catches what you missed, scores your risk, and hands you a complete, lawyer-ready will packet.
LegalZoom and Trust & Will give you a checklist. They can't ask "wait, you mentioned a previous marriage. Did you have children?"
A simple will costs $300-500. Add a trust, power of attorney, and guardianship? Now you're looking at $2,000-5,000. Most families don't have that.
You don't know what you don't know. Is your 401(k) beneficiary up to date? Does your state require notarization? What about your digital assets?
You need a signing checklist, asset inventory, beneficiary review, executor instructions. Current tools give you one document when you need seven.
EstatePilot asks about your family, assets, and wishes through natural conversation. It follows up on complexity, asks about edge cases, and explains why each question matters.
Based on your answers, we classify your situation as Green (straightforward), Yellow (attorney review recommended), or Red (attorney required). No guesswork.
A will draft, signing checklist, asset inventory, beneficiary review, executor letter, attorney brief, and risk report. Everything you need, nothing you don't.
Clean, formatted, jurisdiction-aware. Ready for your attorney's review and your signature.
State-specific instructions: witnesses, notarization, storage, and filing requirements.
Complete registry for your executor: real estate, accounts, policies, digital assets.
Review which accounts pass by beneficiary designation, not by will.
A draft letter to your executor explaining your wishes and where to find everything.
A summary for your lawyer: family structure, assets, risk flags, and open questions.
Your Green / Yellow / Red risk classification with specific recommendations.
Not everyone needs a lawyer. Not everyone can skip one. We help you know which you are.
Simple Will
Single jurisdiction. Straightforward family. Standard assets. Your AI-generated draft covers it.
Attorney Review Recommended
Minor children. Real estate. Remarriage. Business equity. Your draft is solid, but a lawyer should confirm it.
Attorney Required
Cross-border assets. High net worth. Complex trusts. Family disputes. We prepare your brief and connect you with counsel.
Guardianship decisions can't wait. Who raises your kids if you can't?
Real property changes everything. Joint tenancy, community property, and transfer-on-death.
Business equity, partnership agreements, and succession planning need specific provisions.
Cross-border families face multi-jurisdiction complexity. We flag it before it becomes a problem.
Blended families create inheritance complexity. Previous children, new spouses, competing claims.
Nothing motivates planning like seeing what happens without it. We make acting on that feeling easy.
EstatePilot is not legal advice. It's something better for most people: a guided process that prepares you so thoroughly that when you do sit with an attorney, you're not starting from zero. You're starting from a complete, organized, risk-scored packet that respects both your time and theirs.
For simple situations, your packet may be everything you need. For complex ones, it's the best possible starting point. Either way, you'll know exactly where you stand.