Estate Planning — Organize Legacies. Serve More Families.

Estate planning requires meticulous asset documentation, careful beneficiary coordination, and flawless document execution. Intakit automates the administrative complexity so your attorneys can focus on crafting the right plan for every family's unique situation.

Challenges in Estate Planning Practice

Asset Inventory Complexity
Clients own real estate, retirement accounts, business interests, life insurance, bank accounts, and personal property. Compiling a complete asset inventory takes weeks.
Beneficiary Coordination
Coordinating beneficiary designations across accounts, trusts, and insurance policies to ensure they align with the overall estate plan is detail-intensive work.
Document Execution Logistics
Wills, trusts, powers of attorney, and healthcare directives all require specific execution formalities. Coordinating signatures, witnesses, and notarization is a logistical challenge.
Trust Administration Burden
Ongoing trust administration involves annual accounting, distribution tracking, tax reporting, and beneficiary communications that compound over years.

How Intakit Helps

Asset Inventory Automation
Guided client questionnaire collects comprehensive asset data including real estate, financial accounts, business interests, insurance, and personal property with valuations.
Beneficiary Tracking
Centralized beneficiary management across all accounts and documents. Flags mismatches between account beneficiary designations and estate plan intentions.
Document Generation Suite
AI generates first drafts of wills, trusts, powers of attorney, healthcare directives, and related documents based on client data and attorney instructions.
Trust Administration Timeline
For ongoing trust administration, tracks distribution schedules, accounting deadlines, tax filing dates, and required beneficiary notifications.
Estate Tax Estimation
Estimates federal and state estate tax exposure based on current asset values and applicable exemptions. Helps attorneys recommend tax-efficient strategies.
Annual Review Reminders
Automated annual review reminders for existing clients. Prompts attorneys to check for life changes, asset changes, and law changes that may require plan updates.

Results

Asset Gathering: Guided
Structured questionnaires ensure comprehensive asset documentation
Document Drafting: AI-Assisted
First-draft documents generated from collected client data
Client Portal: 24/7 Access
Clients review and sign documents on their own schedule
Annual Reviews: Automated
Proactive reminders keep clients engaged year after year

Available Templates

  • Last Will & Testament Template
  • Revocable Living Trust
  • Durable Power of Attorney
  • Healthcare Directive
  • Beneficiary Designation Worksheet
  • Asset Inventory Questionnaire

How DONNA Powers Estate Planning Preparedness

DONNA is Intakit's governed intelligence layer — it notices what changed across your firm's estate planning matters, keeps context coherent across email, calls, SMS, and documents, and prepares the next useful work before attorneys ask. For estate planning practices, this means less time chasing documents and reconstructing status, and more time on substantive legal work.

This is what matter preparedness looks like in practice: every active matter has a continuously updated picture of what's ready, what's missing, and what should happen next. Attorneys start the day with that picture already assembled — no reconstruction required.

Frequently Asked Questions

Why do estate planning clients struggle to provide a complete asset inventory?
Most clients have never cataloged everything they own in one place. They forget about old retirement accounts, don't know their life insurance policy numbers, and can't articulate ownership structures for jointly held property. Attorneys end up spending hours in meetings pulling this information out piece by piece. Intakit provides a guided questionnaire that walks clients through documenting all asset types: real estate, financial accounts (bank, brokerage, retirement), business interests, life insurance, vehicles, and personal property. Each asset includes ownership type, estimated value, and beneficiary designations. The data feeds directly into document generation.
Why does drafting estate planning documents take so long for most firms?
Attorneys typically start from scratch or adapt old templates, manually entering client data into wills, trusts, powers of attorney, and healthcare directives. Each document requires cross-referencing asset inventories, beneficiary designations, and client instructions — a process that easily takes hours per client. Intakit generates first-draft documents directly from structured client data: wills, revocable living trusts, durable powers of attorney, healthcare directives, and beneficiary designation forms. Documents are generated in attorney-reviewable format and exported as Word documents for final editing.
Why do estate plans go stale without anyone noticing?
Life changes — marriages, divorces, births, deaths, and asset shifts — happen constantly, but most firms have no system to trigger a review when they do. Plans drafted three years ago may reference ex-spouses, deceased beneficiaries, or outdated tax thresholds. Without proactive review reminders, the attorney learns about the drift only when a crisis forces the client to call. Intakit automatically schedules annual review reminders for every estate planning client, prompting attorneys to check for life changes, significant asset changes, and relevant law updates — keeping plans current and clients engaged.
What makes trust administration so hard to manage at scale?
Each trust carries its own distribution schedule, accounting deadlines, annual tax filing dates, and required beneficiary notifications — and the obligations compound with every new trust the firm takes on. Miss a Crummey notice or a required accounting deadline and the trustee faces personal liability. Most firms track these in spreadsheets or calendars that nobody audits. Intakit provides a unified timeline view of all upcoming trust obligations and generates reminders for distributions, filings, and notifications so nothing falls through the cracks.

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