Texas Estate Planning & Probate
Protect Your Family with a Texas Estate Plan
Wills, trusts, powers of attorney, healthcare directives, and probate filings - guided forTexas families with execution reminders and optional licensed-attorney review.
Assembled from the verified Texasstatutes, cite-checked, and pressure-tested by the Opposing Counsel Pass™ so risks are visible before you sign.
Built for individuals and families preparing their own Texas estate plan, and for the attorneys and firms who do it for a living.
Texas-only self-help software. Not a law firm. Attorney review is optional and separate.
Every Texas plan includes a built-in AI review
Texas-only
Attorney review available
Private document storage
Source-locked Texas law
TrusteeClear integrated
Built for real Texas families
Whoever you are protecting
Affordable estate planning should not feel like it was built for only one kind of family. EstateDraftserves Texas parents, caregivers, blended families, older relatives, successor trustees, and the people who simply want their loved ones to have clearer instructions.
For every Texas family
Estate Planning, in plain language you can act on
It isn’t about wealth — it’s about the people you love. Draft the documents your family needs, understand anything you already have, and see the gaps — start with a free preview, with optional attorney review available.
Create your Estate Plan
Answer a guided questionnaire and get a Texas-tailored draft — a will, living trust, power of attorney, or healthcare directive — each cite-checked and pressure-tested, ready for your review, and ready to sign once it says what you want (or once your attorney has looked).
Start your plan →Review what you already have
Upload an existing will, trust, or any legal document and get a plain-language, clause-by-clause read — what it does, what's missing, the red flags, and the questions to consider.
Review a document →See the gaps and risks — free
A structured look at what your plan covers and what it doesn't — missing protections, probate and tax exposure, and beneficiary gaps — each framed as a factor to weigh and a question for a licensed attorney.
Run a free checkup →AI guidance powered by Claude Opus 4.8. All output is general legal information — not legal advice, and not a substitute for a licensed attorney. A licensed-attorney review is an optional add-on.
A second-pass review, built in
The Opposing Counsel Pass™
Every other AI tells you its draft is brilliant. Ours is under standing orders to tear its own work apart — your own red team, acting as opposing counsel, on every document.
The moment a draft is finished, the engine switches sides. It re-reads every clause like a will-contest challenger or an objecting creditor would — hunting the missed homestead, the underpaid elective share, the unserved creditor, the formality that voids the will.
Every objection it lands becomes a finding only you can clear — approve, reject, or revise, on the record. Only resolved findings move forward into the file.
Act I — The engine drafts
Art. VI · No-Contest Clause — drafted by the engine
If any beneficiary contests this Will or any of its provisions, that beneficiary shall forfeit all gifts made to them and shall take nothing from my estate.
Opposing Counsel Pass™ — red team finding
Enforceability · § 254.005Overbroad forfeiture clause — the engine just objected to its own clause
“As drafted, this clause promises more than Texas law delivers. Tex. Est. Code § 254.005 makes the forfeiture unenforceable against a contestant who establishes just cause and good faith — and it never blocks a beneficiary from compelling a fiduciary to perform. Absolute language invites a construction fight about the clause itself.”
Possible alternative language
…scope the forfeiture expressly to the limits of § 254.005, and pair it with a self-proved will (§ 251.104) and contemporaneous capacity evidence so the deterrent rests on more than the penalty…
Nothing finalizes until the last finding carries your decision.
Built into every document
Cite Check: catch the statute that isn’t real.
Every Texas statute a document cites is checked against our source-locked corpus. A made-up statute number is flagged and the draft reverts to the deterministic skeleton — it never ships. Format-correct is not the same as real.
Cite Check results14 citations
0
errors
1
warning
13
verified
Tex. Est. Code § 251.051Source-locked
§ 999.999 — no such sectionRejected
No other platform has these
The proof stack
Six engines nobody else in legal AI ships — each one live today, each one verifiable, not just promised.
275/275 · published
EstateBench
The open, reproducible evaluation we grade ourselves on — run in CI on every release, commit-pinned, public. Legal AI vendors ask for trust; we publish the scorecard.
See the live scorecard →The continuity engine
Death Activation™
The moment a death is recorded, the plan becomes the administration: the Notice of Trust drafted, the first-60-days duties and deadlines loaded, the funding gaps carried over — and it stops for a human signature at every step. Nothing auto-files, ever.
See the matter agents →$149 · scored 0–100, deterministic
The Estate Plan Audit
Drop in the documents a family already has. The Texas Plan Score, the cross-document conflicts, the unfunded trust, the stale beneficiary designations — found, scored, and cited to the statute.
Audit an existing plan →Free · fully cited
Texas Homestead
Inherited a Texas home? The constitutional homestead protections, the surviving spouse's occupancy right, the descent rules, the creditor shield, the probate connection — every rule cited to the Texas Constitution and Property Code, one click from the verbatim text.
See the homestead rules →Every sentence cited or flagged
The Grounded Assistant
Ask anything about Texas estate planning or probate. Every legal claim resolves against the source-locked statutes or renders with a visible verify flag — and citation chips open the hash-pinned verbatim text.
Ask the Assistant →Fabricated cites caught deterministically
Deep Research
Hard questions get cited answers with a deterministic citation check on every one — verified in the corpus or marked “do not rely.” And at exactly the line where research becomes legal judgment, it routes you to a Texas attorney instead of pretending.
Open Deep Research →The workstation
Where findings become decisions
Work the rail: each finding in front of you, your revision in place, your note on the record. The gate opens only when the last finding falls — and the file shows who decided what, and when.
Estate of John A. Carter5 findings
Determine homestead before distributionApproved
Serve the unserved hospital creditorRevised
Compute the spouse's elective shareApproved
Nonresident PR may be disqualifiedRejected
Confirm the 2026 summary ceilingPending
Finalization gateLocked — 1 finding open
Built for scrutiny
Defensible by design
If anyone ever asks how AI was supervised on this matter, the answer is already in the file — in the attorney’s words, under their timestamps.
Append-only audit log
Adjudications are written to an immutable record — superseded, never quietly erased.
Reviewer identity & timestamps
Every event records who decided, what changed, the stated reason, and when.
A gate, not a suggestion
The finalization gate is enforced in software. Open findings block the final document.
Decision packet for the file
Each finding, its disposition, and the language as approved — built for the matter file.
🛡 Powered by Claude Opus 4.8
Accurate by design — not just “AI.”
EstateDraft runs Claude Opus 4.8 in a gated environment, fenced off from your legal language. Opus helps organize your own facts — but every statute, citation, and clause is fixed, source-locked text drawn from the official Texas statutes, never generated by AI at request time.
📜 Statute-locked legal language🚫 No AI-written law — zero hallucination🔒 Gated environment, human oversight🧬 Statutory quotes byte-verified against the hashed corpus🧪 EstateBench-published: 275/275 reproducible checks
Connectors & the signing table
It lives inside Word — and owns the ceremony
The Word add-in checks every statutory citation in your open document against the source-locked corpus, right in the taskpane. The Execution Ceremony layer runs the signing itself — who signs, in what order, who may not witness, every formality cited — with an append-only execution record. Calendar deadlines subscribe natively; Clio, DocuSign, and bank sync connect under your firm’s own credentials.
Word add-in
Live
Execution Ceremony
Live
Calendar (ICS)
Live
Word / PDF + Vault
Live
Clio
Firm activation
DocuSign
Firm activation
What we produce
Complete Texas instruments — not templates with blanks
Last Will & Testament
Tex. Est. Code ch. 251
Revocable Living Trust
Tex. Prop. Code ch. 112
Durable Power of Attorney
Tex. Est. Code ch. 752
Directives & Medical Power of Attorney
Tex. Health & Safety Code ch. 166
Probate applications & letters
Tex. Est. Code chs. 256 & 301
Notices, inventory & accountings
Tex. Est. Code chs. 308 & 309
Premium module
TrusteeClear™ — for the successor trustee
When someone steps in as trustee of a Texas trust, TrusteeClear™ is the premium, attorney-backed administration lane — licensable to firms as a branded client portal. The Texas Trust Code guides are live today, every duty, accounting demand, and deadline cited to the verbatim statute (Tex. Prop. Code, subtitle B), while the guided workflow — reminders, duty coaching, Death Activation™ — completes its Texas tailoring.
- Guided trustee duties & first steps
- Statutory deadline tracking
- Trust accounting & beneficiary notices
- Court forms & document vault
- Attorney review on demand
For law firms
White-label the whole platform
Run Estate Planning, probate, the Opposing Counsel Pass™, the workstation, and TrusteeClear™ under your own brand at firmname.estatedraft.ai— tenant-isolated, with attorney review built in. Your firm’s own attorney-approved clause playbook compiles into every document with firm-template provenance, and the accuracy dashboard shows your citation-resolution rate on your real matters.
Accurate by design
Built for Texas, defensible by design
Documents are assembled from the source-locked Texasstatutes, pressure-tested by the Opposing Counsel Pass™, and adjudicated finding-by-finding on an append-only record. We tell you exactly what is AI-assembled and what an attorney has approved.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-language guidance, and exactly when a Texasattorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Security & isolation, not an afterthought
Tenant isolation
Every firm and consumer is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed — immutable even to the service role.
Attorney review
Firm work product is adjudicated by a licensed Texas attorney before it is relied upon.
Start your Texas Estate Plan today
Build your plan in minutes, pressure-test it with the Opposing Counsel Pass™, and optionally add a licensed-attorney review before you sign.
Administering a Texas estate? See the probate engine.
EstateDraft is gated AI document-preparation software — not a law firm — and does not provide legal advice. The built-in Opposing Counsel Pass™ is an automated review, not a licensed-attorney review. A licensed Texas attorney review is an optional add-on and is not included.