A connected operating workspace for estate planning firms
This page describes the platform workflow for estate planning practices. It does not summarize substantive law, calculate a legal deadline, or replace jurisdiction-specific attorney judgment.
How it works
Structure intake and matter opening
Collect family structure, fiduciary choices, asset categories, existing instruments, planning objectives, and execution constraints.
Keep the working record together
Organize questionnaires, attorney notes, drafts, asset schedules, execution copies, amendments, correspondence, and periodic review tasks.
Make review points explicit
Make capacity, conflicts, undue-influence concerns, jurisdiction, tax coordination, execution formalities, and attorney approval explicit review points.
Coordinate people and clients
Coordinate client, attorney, staff, and external tax or financial professionals without representing software output as advice.
What you can hold us to
Law Hired is practice software, not a law firm or legal-advice service
Jurisdiction-specific rules and deadlines require independent verification
AI prepares drafts and suggestions; attorneys approve and act
Availability is described separately from production verification
Questions firms ask
Does Law Hired provide estate planning legal advice?
No. Law Hired provides software and general platform information. A licensed attorney is responsible for legal advice and professional judgment.
Does the platform calculate every deadline automatically?
No. Supported tools can organize and suggest dates, but the responsible attorney must identify, calculate, and verify every controlling deadline.
Can an existing firm migrate its matters?
Migration begins with source discovery, supported-entity mapping, exception review, and post-import validation.