Estate Planning — Organize Legacies. Serve More Families.

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

Frequently Asked Questions

How does Intakit help with asset inventory for estate planning?

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.

Can Intakit generate estate planning documents?

Yes. Intakit generates first-draft wills, revocable living trusts, durable powers of attorney, healthcare directives, and beneficiary designation forms based on client data and attorney instructions. Documents are generated in attorney-reviewable format and exported as Word documents for final editing.

How does the annual review system work?

Intakit automatically schedules annual review reminders for every estate planning client. Reminders prompt the attorney to check for life changes (marriage, divorce, birth, death), significant asset changes, and relevant law changes — keeping your clients engaged and your practice top of mind.

Does Intakit handle trust administration?

Yes. For ongoing trust administration, Intakit tracks distribution schedules, accounting deadlines, annual tax filing dates, and required beneficiary notifications. It provides a timeline view of all upcoming trust obligations and generates reminders to ensure nothing falls through the cracks.