Lawyers remain responsible for understanding the technology, protecting confidentiality, checking every authority, and independently reviewing the completed work.
Estate-planning readiness with professional review
Organize the facts.
Prepare the packet.
Preserve attorney control.
State-specific readiness intake that organizes client-provided facts and questions before qualified professional review. Legal strategy, authorized drafting, final language, execution, and funding remain under licensed-attorney control.
Responsible legal innovation
AI-assisted.
Human-reviewed.
Artificial intelligence may assist with intake, information organization, consistency checks, and authorized document-assembly workflows. Licensed attorneys remain responsible for legal judgment, state-law verification, client advice, final language, approval, and execution.
Documented sourcesMinimum necessary informationHuman legal judgmentWritten authorization
First jurisdiction package
Mississippi estate-planning section
The Mississippi package is available for controlled intake, testing, and attorney-review drafting. Client execution remains locked until Mississippi counsel approves the exact templates, questionnaire, rules, and execution instructions.
DocumentStatusPortal use
Complete amendment and restatement of revocable trustPreparedMarried-couple attorney-review template
Schedule of trust property (Exhibit A)PreparedBracketed asset and ownership fields
Property agreementPreparedOwnership-character safeguards included
Assignment of tangible personal propertyPreparedAttorney review required before execution
Pour-over willsPreparedSeparate proposed will for each settlor
Durable financial powers of attorneyPreparedSeparate proposed instrument for each principal
Advance health-care directivePreparedMississippi attorney-review workflow
HIPAA authorizationPreparedSeparate authorization and revocation fields
Certification of trustPreparedMississippi attorney-review workflow
Trust-funding and deed checklistPreparedAsset-by-asset attorney verification
01
Client intake sections
- Jurisdiction, residence, marital status, and existing documents
- Family members, dependents, prior relationships, and beneficiary designations
- Trustees, successor trustees, executors, guardians, and financial agents
- Health-care agents, alternates, end-of-life choices, and physician information
- Real property, business interests, financial categories, insurance, retirement, and digital assets
- Distribution choices, specific gifts, contingent beneficiaries, and survivorship instructions
- Capacity, coercion, creditor, Medicaid, tax, special-needs, and multistate screening
- Funding preparation, attachments, unresolved questions, certification, and consent
02
Automatic attorney-review flags
- Property, residence, beneficiaries, or fiduciaries connected to another state or country
- Blended-family conflict, disinheritance, contested wishes, coercion, or capacity concerns
- Minor or special-needs beneficiaries, public-benefit planning, or long-term-care planning
- Business succession, professional practice, unusual tax exposure, or creditor concerns
- Custom distribution, control, asset-protection, or trust-protector provisions
- Ambiguous answers, incomplete ownership records, or inconsistent names and relationships
Release gateway
Readiness can proceed. Legal drafting requires authorization.
Before written attorney authorization, the portal may create only a readiness summary, jurisdiction flags, questions, and a document checklist. It may not generate, label, or release a legal instrument as final, attorney approved, or ready to sign.
- Consultation and engagement confirmed
- Client completes Mississippi readiness intake
- Portal generates factual summary, flags, questions, and checklist
- Attorney reviews facts and selects legal strategy
- Attorney authorizes the exact templates, client profile, and assembly rules
- Attorney revises and approves final language
- Execution, witnessing, notarization, funding, and recording follow counsel’s instructions
Generate executable Mississippi instruments
Locked pending written attorney authorization for the exact template and workflow version.
Mississippi intake workspace
Prepare the complete attorney-review packet
Enter the client’s factual information, review attorney flags, and produce a branded packet for Word download or printing. Signature routing remains controlled by the attorney-release record.
Client questionnaire
Choose the state-specific pathway.
The client selects jurisdiction before providing substantive estate-planning information. Mississippi, California, Louisiana, Alabama, Florida, Illinois, Texas, Georgia, and Arizona now appear in the review selector and AI Trainer. Georgia and Arizona open their separate Single-Person and Married-Couple Missing Rib review pathways without activating signing, execution, or client release. Illinois and Texas also open attorney-review pathways, while California and Florida retain supplemental screening plus attorney-supervised or referral routing.
Interactive AI Trainer
Your trainer is ready at the state-selection pathway.
Use R. E. Floyd's recorded narration to follow fictional married clients through state selection, intake, document review, Word preparation, printing, and PDF saving.
Six recorded lessonsFictional client walkthroughClient, professional, and exploration modes
The trainer remains available before and after you select a state.LegacyCounsel estate-planning services
Begin with information. Continue with professional review.
LegacyCounsel organizes state-specific client information, prepares coordinated attorney-review drafts, identifies issues requiring professional attention, and keeps execution and funding under licensed-attorney control.
State-specific readiness intakeCoordinated document packageAttorney-review gatewaySecure client delivery after release
Select a state below to view its pathway and fictional sample estate plan.Select a jurisdiction to continue.
No state package or intake form is opened until a state is selected and consultation access is confirmed.
Engagement preview
Review the service scope before payment.
The sample terms explain the consultation credit, information-gathering scope, licensed-professional coordination, client responsibilities, exclusions, privacy expectations, and attorney-review conditions. The signed client engagement controls the actual service.
California jurisdiction package
California estate-planning attorney-review package
ATTORNEY REVIEW AND APPROVAL REQUIRED BEFORE RELEASE. The development objective is a complete California estate-planning package—not a source audit or a list of documents for the attorney to create. Legacy-AI will develop the coordinated trust and supporting instruments from the uploaded California trust and estate-planning source library. Licensed California counsel will then review, revise as necessary, and approve the exact package before any client execution or public activation.
Completed work includes the anonymized 52-page core trust draft and the coordinated 40-page supporting-instruments package, with bracketed placeholders, California intake structure, review flags, execution controls, and attorney-release record. The package is ready for owner and California counsel review; it is not approved for client execution.
Legacy-AI has developed the proposed California instrument. Reviewing counsel may revise, approve, reject, or replace it before any client-facing release.
Prepared does not mean attorney approved, legally final, or ready to sign. Release requires written California counsel authorization for the exact template and workflow version.
DocumentStatusPortal use
Revocable living trustPrepared for reviewAnonymized California source-development draft
Schedule of trust property (Exhibit A)Prepared for reviewBracketed property and ownership fields
Property characterization agreementPrepared for reviewCommunity/separate-property review required
Assignment of tangible personal propertyPrepared for reviewCounsel must approve scope and exclusions
Certification of trustPrepared for reviewCalifornia attorney-review draft for all current trustees
Pour-over willsPrepared for reviewSeparate California attorney-review draft for each person
Financial powers of attorneyPrepared for reviewSeparate California attorney-review draft for each principal
Advance health-care directivesPrepared for reviewSeparate California attorney-review directive for each person
HIPAA / CMIA authorizationsPrepared for reviewSeparate 14-point California medical-information authorization for each person
Trust-funding and title checklistPrepared for reviewAsset-by-asset professional-review and completion record
Execution ceremony and release checklistPrepared for reviewSignature, witness, notary, delivery, retention, and attorney-release controls
Prepared document set
- Anonymized 52-page California core trust draft
- Certification of trust and two pour-over wills
- Two financial powers of attorney
- Two advance health-care directives
- Two separate 14-point HIPAA/CMIA authorizations
- Trust-funding/title and execution/release checklists
Required before client release
- Owner review of the complete coordinated package
- California counsel review, revision, and written approval
- Approved intake-to-document mapping and stop conditions
- Approved witness, notary, delivery, and funding instructions
- Secure portal download and electronic-signature testing
- Recorded template version, effective date, and next review date
Open California client intake and document assembly
Locked pending written California attorney authorization and successful release testing.
Louisiana jurisdiction package
Louisiana estate-planning attorney-review package
ATTORNEY REVIEW AND APPROVAL REQUIRED BEFORE RELEASE. Separate Louisiana Single and Married-Couple preparation packages are available in this private sandbox for owner and counsel review. Both use parish terminology and remain attorney-review drafts—not Louisiana-approved, legally final, or ready for execution.
The Single profile provides a bracketed one-settlor base. The Married profile is a distinct two-settlor workflow with community and separate-property schedules, concurrence controls, first-death administration, and separate personal instruments for each spouse. Louisiana counsel must confirm the permitted client profile and every substantive legal, execution, funding, and recordation decision.
The proposed Louisiana instruments and workflow controls are assembled. Counsel may revise, approve, reject, or replace every provision before release.
The sandbox displays a fictional sample and inventory. The accepted Word template is not publicly downloadable before written Louisiana counsel authorization.
Single-person package
DocumentStatusPortal use
Revocable inter vivos trustPrepared for reviewSingle-settlor Louisiana attorney-review base
Louisiana mandatory-law riderPrepared for reviewForced-heirship, matrimonial-regime, and parish-recordation controls
Schedule A — trust propertyPrepared for reviewBracketed ownership and parish fields
Assignment of corporeal movable propertyPrepared for reviewImmovables and separately titled assets excluded
Extract of trustPrepared for reviewLa. R.S. 9:2092 recordation-review fields
Pour-over notarial testamentPrepared for reviewSeparate counsel-approved testament required for each testator
Continuing general mandatePrepared for reviewProperty and financial authority with express-authority selections
Health-care mandatePrepared for reviewSeparate health-care authority and limitations
Louisiana living-will declarationPrepared for reviewLa. R.S. 40:1151.2 counsel-verification workflow
HIPAA and medical-information authorizationPrepared for reviewSeparate authorization and revocation controls
Digital-assets and records directionPrepared for reviewNo passwords, private keys, or credentials collected
Disposition-of-remains declarationPrepared for reviewWritten and notarized La. R.S. 8:655 review form
Funding and parish-recordation checklistPrepared for reviewAsset-by-asset transfer and parish tracking
Execution ceremony checklistPrepared for reviewWitness, notary, page-signing, and release controls
Attorney approval and release recordPrepared for reviewExact version and permitted-client-profile gateway
Married-couple package
DocumentStatusPortal use
Joint revocable inter vivos trustPrepared for reviewTwo settlors and co-trustees; concurrence controls
Property-classification acknowledgmentPrepared for reviewMatrimonial-regime and title review required
Schedules A–DPrepared for reviewCommunity, each spouse’s separate property, and disputed/excluded property
Assignment of corporeal movable propertyPrepared for reviewEach spouse transfers only the verified interest owned
Extract of trustPrepared for reviewLa. R.S. 9:2092 recordation-review fields
First-death administration schedulePrepared for reviewCounsel selects survivor/deceased-share and tax structure
Pour-over notarial testamentsPrepared for reviewSeparate proposed testament for each spouse
Continuing financial mandatesPrepared for reviewSeparate express-authority instrument for each spouse
Health-care mandatesPrepared for reviewSeparate health-care authority for each spouse
Louisiana living-will declarationsPrepared for reviewSeparate La. R.S. 40:1151.2 review copy for each spouse
HIPAA authorizationsPrepared for reviewSeparate medical-information authorization for each spouse
Digital-assets directionsPrepared for reviewSeparate direction for each spouse; no credentials collected
Disposition-of-remains declarationsPrepared for reviewSeparate La. R.S. 8:655 review copy for each spouse
Funding, parish-recordation, and execution checklistsPrepared for reviewCommunity-property concurrence and recordation controls
Attorney approval and release recordPrepared for reviewExact version and married-client-profile gateway
Protected review copies
Owner and counsel drafts remain restricted.
The legal-instrument files are not linked from the public page and are not approved for client use, execution, or public distribution. They remain subject to Louisiana attorney review and exact-version written release.
Louisiana-specific review flags
- Forced heirs and legitime
- Marriage and matrimonial regime
- Community, separate, inherited, and donated property
- Immovables, mineral interests, usufruct, and naked ownership
- Multistate property or fiduciaries
- Special needs, business succession, tax, capacity, or family conflict
Required before client release
- Louisiana counsel review of the full coordinated package
- Approved client profile, exclusions, and stop conditions
- Approved testament, trust, mandate, living-will, and HIPAA forms
- Approved witness, notary, page-signing, and execution instructions
- Approved asset-transfer and parish-recordation plan
- Written release record for the exact template version
Open Louisiana client intake and document assembly
Locked pending written Louisiana attorney authorization and successful intake-to-document and download testing.
Alabama jurisdiction package
Alabama single and married estate-plan review packages
ATTORNEY REVIEW AND APPROVAL REQUIRED BEFORE RELEASE. Both Alabama client profiles are compiled as coordinated attorney-review drafts. They are not approved, final, or ready for execution.
DocumentStatusPortal use
Revocable trust — single-person and married-couple profilesCompiledSeparate attorney-review packages
Schedule A and property inventoryCompiledClient facts and title verification required
Property assignmentCompiledTitled assets excluded unless separately transferred
Certification of trustCompiledThird-party reliance copy subject to counsel review
Pour-over willsCompiledSeparate instrument for each testator
Durable financial powers of attorneyCompiledSeparate instrument for each principal
Advance directives for health careCompiledSeparate instrument for each person
HIPAA, digital-assets, and remains materialsCompiledCoordinated companion set
Funding, beneficiary, title, and execution checklistsCompiledAttorney-controlled completion
Attorney approval and release recordLockedExact-version written release required
Alabama client delivery and execution
Locked pending written Alabama counsel approval for the exact package version and client profile.
Florida jurisdiction package
Florida single and married estate-plan review packages
FLORIDA ATTORNEY-REVIEW DRAFT — NOT APPROVED OR READY FOR EXECUTION. A licensed Florida attorney must approve the client profile, wording, homestead treatment, execution ceremony, funding directions, and exact release version in writing.
The compiled single-person package contains 35 rendered pages and the married-couple package contains 50 rendered pages. This sandbox exposes a fictional sample and package inventory—not unrestricted legal-template downloads.
DocumentStatusPortal use
Revocable trust — single-person and married-couple profilesCompiledFlorida-attorney screening required
Schedule A and property inventoryCompiledHomestead and title review required
Property assignment and certification of trustCompiledAsset-specific counsel review
Pour-over willsCompiledSeparate instrument for each testator
Durable financial powers of attorneyCompiledSeparate instrument for each principal
Health-care surrogate designations and living willsCompiledSeparate Florida instrument for each person
HIPAA, digital-assets, and remains materialsCompiledCoordinated companion set
Homestead, funding, beneficiary, title, and execution checklistsCompiledFlorida counsel controls completion
Florida attorney approval and release recordLockedWritten version-specific release required
Florida client delivery, execution, and funding
Locked pending Florida-attorney screening, written approval, and authenticated release testing.
Begin the governed process
Request a consultation and confirm intake eligibility.
After qualification, consultation, and jurisdiction confirmation, Legacy AI Consulting provides private engagement details and activates an authorized client’s sign-in email. California and Florida retain their additional attorney-screening requirements.
Intake access does not authorize attorney approval, execution, funding, or final document release; those controls remain separate.