Use cases · Estate Planning Attorneys
Trust, tax and probate research across all 50 states
Check the execution and witness rules of each state, survey several states at once for clients with property in more than one, draft from your own templates in Word, and get an alert when a statute the plan relied on changes.
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Project files
- Revocable trust template.docx
- Pour-over will template.docx
- Client questionnaire.pdf
- Colorado deed.pdf
- Texas will execution statuteNo changes
- Colorado statute on the deed’s propertyNo changes
Try it now
Ask what estate planning attorneys ask
Pick a question. Each answer cites the statutes and cases it came from.
- TexasHow many witnesses does a will need in Texas, and how is it made self-proving?
- FloridaDoes Florida recognize holographic wills?
- UTCWhen does a revocable trust become irrevocable under the Uniform Trust Code?
- PennsylvaniaWhich assets pass outside probate in Pennsylvania?
Each question opens CaseRead’s answer page, ready to ask. These are example questions, not answers.
Your workflow
Start to finish, in one place
Each step names the work and the part of CaseRead that does it.
The client’s plan
Open a project for the client. The family, the assets, the key dates and the decisions carry across conversations, so the plan’s context is there each time you return.
CaseReadProjects · project memoryExecution and witness rules
Ask what the state requires to sign a will or a trust: witnesses, notarization, self-proving affidavits. The answer cites the statute it came from.
CaseReadCited researchProperty in several states
Ask one question across up to 8 jurisdictions and get a comparable, cited answer for each, plus a summary of the differences.
CaseReadMulti-jurisdiction surveyDraft from your templates
Your trust and will templates sit in the vault and come up when you draft. Edit in Word, where every AI change is a tracked change you accept or reject.
CaseReadDocument vault · AI drafting · Word add-inStay current
Law monitors watch the statutes and regulations the project’s research relied on, re-checked about weekly, with an alert in CaseRead when one changes.
CaseReadLaw monitors
Every answer links to the source it came from. Anything CaseRead can’t match to a source it retrieved is flagged, not asserted.
Capabilities
Tools for estate planning attorneys
Multi-state survey
Ask one question across up to 8 jurisdictions and get a cited answer for each, plus a summary of the differences.
- Will execution statute (Texas)No changes
- Trust code section cited in the memoChanged: review
- Colorado statute on the deed’s propertyNo changes
Law monitors
Watch the statutes and regulations a project’s research relied on, re-checked about weekly, with an alert in CaseRead when one changes.
Your template library
Upload your trust agreements, will templates and checklists. Search them beside the law when you draft a new plan.
Revocable trust.docxTracked changesDrafts in Word, with tracked changes
The add-in drafts beside your document. In CaseRead’s own editor, every AI edit is a tracked change you accept or reject.
- Family
- Assets
- States with property
- Key dates
- Decisions
The project remembers the plan
A project’s parties, key dates, positions and decisions carry across conversations.
Google DriveImport
OneDriveImport
ClaudeRead-only
ChatGPTRead-only
Bring your files in
Import templates and client files from Google Drive and OneDrive, and use CaseRead from Claude or ChatGPT, read-only.
Recordings are from CaseRead. Illustrations show the layout, not real results.
Who it fits
How estate planning attorneys put it to work
Solo estate planners
Execution rules, drafting from your own templates and the cite check in one place.
Clients with property in several states
Survey each state’s rule in one run, with a cited answer per state.
Probate and trust administration
Dates written in court notices land on your calendar as you confirm them.
Plans that last for years
Law monitors flag a change in a statute the plan relied on, so the plan can be revisited.
Why it is different
Generic AI tools vs CaseRead
Generic AI tools
- One general answer when execution rules differ by state.
- No sources for the witness or notarization rule.
- Doesn’t know your firm’s templates.
- Nothing tells you when a statute the plan relied on changes.
CaseRead
- Each state’s statute, cited and linked.
- A cited answer per state for multi-state clients.
- Your templates in the vault, searched beside the law.
- Law monitors re-check the project’s statutes about weekly.
Client files stay inside your firm. CaseRead gives every firm its own database schema, encrypts data in transit and at rest, and trains no AI model on what you upload.
How we protect client filesCommon questions from estate planning attorneys
For firms of 5 or more
Rolling CaseRead out across a firm? We’ll set it up with you.
For firms of five or more attorneys, we start with a short call: your practice areas, who needs access, and the security questions your firm will ask.
- Shared projects and invite links for the whole team
- Two-factor sign-in a firm admin can require, and an activity log you can export
- A one-page security summary for your file
Start researching smarter today
Lite is $15 a month for 20 research questions a month, up to 4 a day, with a Hallucination Shield check on any answer.
Lite $15/mo · Pro $149/mo · Cancel anytime