From First Call
to Signed Plan, Faster.
The Law Agent, set up for wills, trusts, probate and administration.
Apollo Claw's Law Agent for estate planning collects the intake questionnaire, assembles first drafts from your templates for attorney review, schedules the signing, tracks every probate deadline, and reminds clients when life changes call for a review.
The Estate Planning Problem
The Work Is Routine Until the One Detail That Is Missing
Most estate plans follow a pattern your firm has drafted a thousand times. The hours go to collecting what the client forgot to bring, assembling documents from templates, chasing the signing, and a probate calendar that holds every date to the day.
Intake Questionnaires Come Back Half Done
Beneficiaries, assets, account titles, prior documents, fiduciary choices. The questionnaire goes out, half returns, and the first meeting is spent collecting the rest.
Drafting Is Assembly, Done by Hand
A will, a revocable trust, powers of attorney and a health care proxy from templates and a fact pattern, with one changed name that has to be right in every place it appears.
Signings Slip for Weeks
Witnesses, a notary, the client and the attorney in one room. The plan is drafted and unsigned for a month because nobody owned the scheduling.
Probate Deadlines Hold to the Day
Creditor claim periods, inventory and accounting due dates, tax elections, court returns. A missed date is the firm's problem, and the executor's.
What It Does
A Law Agent Built for Trusts and Estates
Set up for your document set, your intake questionnaire and your probate practice, and connected to the systems you already run.
Intake That Comes Back Complete
The agent sends your questionnaire, answers the client's questions about what each item means, chases the blanks on a schedule, and hands the attorney a complete fact pattern before the first meeting.
First Drafts From Your Templates
Will, trust, powers of attorney and health care documents assembled from your own templates and the intake facts, flagged where a choice needs the attorney, and delivered for review rather than sent.
Signings That Get Scheduled
The agent finds a slot that works for the client, the attorney and your witnesses, sends the confirmations and the what-to-bring list, and reminds everyone the day before.
The Probate Calendar, Kept
Claim periods, inventory and accounting dates, tax elections and court returns read from your practice system into one brief per matter, with alerts early enough to act.
Review Reminders on Life Events
Three years on, or when a client mentions a marriage, a birth, a sale or a move, the agent drafts the review invitation in your voice for approval. Plans stay current and the firm stays in touch.
Beneficiary and Executor Communication
Status updates during administration, drafted for approval, so the executor hears from you before the beneficiaries call.
The Standard
Attorneys Decide. The Agent Prepares.
Anything filed with a court, any advice given to a client, any view on the merits, and anything that needs a signature goes through a licensed attorney. The agent screens, drafts, tracks and reminds, and it drafts for approval until you widen its leash. Privilege is protected on every build; your firm's own confidentiality rules sit on top.
FAQ
Questions Estate Planning Firms Ask
Does the agent draft legal documents on its own?
It assembles first drafts from your templates and the intake facts, and it flags every place a judgment call belongs to the attorney. Every document reaches a client or a court only after a licensed attorney reviews and signs it.
Can it work from our existing document templates?
Yes. During setup we load your templates and standard positions; the agent fills them from intake and keeps your clause choices. If you use a drafting system such as WealthCounsel or a document assembly tool, we connect to it rather than replace it.
How does it handle probate deadlines?
It reads the matter data from your practice system, keeps one list of every claim period, filing and return date, and sends each attorney a morning brief with what is due in the next two weeks. The court calendar stays in human hands; the agent reminds, early.
Where does client information live?
On a Mac Mini on your network or a private virtual server reserved for your firm, with least-privilege access to the systems you connect. Privilege is protected on every build, and your confidentiality rules sit on top.
AI for Law Firms
Every Practice Area We Build For
AI for Law Firms
The hub: intake, deadlines, documents and billing for a firm of any size.
Read more →Personal Injury
Intake answered within minutes, records chased, every client kept informed.
Read more →Family Law
Sensitive intake, financial disclosures, hearing dates and steady client updates.
Read more →Immigration
Filing windows, RFE deadlines, document checklists and status updates clients understand.
Read more →Commercial Litigation
Docket tracking, discovery organization, matter summaries and billing narratives.
Read more →The agent behind every one of these is the Law Agent, set up for your practice from a short questionnaire.
Get Started
Built for Firms That Want Every Plan Signed and Filed
Bring your questionnaire and your templates to a discovery call. We will show you what the agent takes off the desk first.
Book a Discovery Call