Estate Planning
Complete estate plans, assembled by AI.
Generate comprehensive estate planning packages in minutes. JR3 coordinates wills, trusts, powers of attorney, and healthcare directives into a cohesive plan based on your templates.
Trusted by Leading Organizations
Why Do Piecemeal Estate Plans Leave Clients Exposed?
When estate documents are drafted in isolation, beneficiary designations conflict, trust funding instructions contradict will provisions, and powers of attorney overlap with healthcare directives. These gaps surface during the worst possible moments — incapacity or death. JR3's Drafting Agent helps coordinate the entire package. Beneficiary designations stay consistent across wills and trusts. POA authority aligns with trust provisions. Healthcare directives complement rather than conflict with financial powers.
How It Works
Coordinated Estate Plans, Not Isolated Documents
Configure your estate planning templates with the document types, beneficiary structures, and state-specific provisions your practice requires. JR3 generates each document as part of a coordinated package.
Coordinated Document Generation
Generate wills, trusts, POAs, and healthcare directives as a single coordinated package.
Asset Inventory Integration
Input asset details once and have them flow consistently into trust funding, will bequests, and beneficiary designations.
Beneficiary Consistency Checks
Automatically flag conflicts between will beneficiaries, trust beneficiaries, and POD/TOD designations.
State Law Compliance
Apply jurisdiction-specific rules for community property, elective share, and homestead exemption provisions.
Coordinated Document Generation
Generate complete estate planning packages where wills, trusts, POAs, and healthcare directives reference each other correctly and share consistent provisions.
Asset Inventory Integration
Enter real property, financial accounts, business interests, and personal property once. JR3 distributes them across trust schedules, will bequests, and beneficiary forms.
Beneficiary Consistency Checks
Cross-reference beneficiary designations across all documents. Flag when trust beneficiaries conflict with will provisions or when contingent beneficiaries are missing.
State Law Compliance
Automatically apply state-specific rules for community property division, elective share calculations, homestead exemptions, and trust registration requirements.
Enterprise-Grade Security for Sensitive Legal Documents
Estate Planning Law
Part of the Complete Estate Planning Suite
Estate plan generation works alongside JR3's individual document tools for wills, trusts, POAs, and healthcare directives. Use the full suite or generate individual documents as needed.
Frequently Asked Questions
What types of estate planning packages can JR3 generate?
Draft More with Junior
Will Drafting
Generate last wills and testaments with beneficiary designations and executor provisions
Trust Documents
Draft revocable and irrevocable trusts with funding schedules and trustee powers
Power of Attorney
Create durable and limited powers of attorney with agent authority provisions
Prenuptial Agreement
Draft prenuptial agreements with asset disclosure and property division terms
Build Complete Estate Plans in Minutes
Stop assembling estate plans document by document. Configure your templates once and let JR3 generate coordinated packages in minutes.