legal · governed process

Estate planning and probate automation software

Build the Estate-planning + probate flow once, AI agents run it end to end, and governance keeps a human on the risky, irreversible steps. That's estate planning and probate automation with human sign-off — fully auditable automation you can defend to an auditor.

Build this flow →How AI-native BPM works

Workflow steps

Human sign-off gates

Auditable

Regulator

Always

Human on risky steps

— What the Estate-planning + probate flow does

A 14-step governed process, not a black box.

The Estate-planning + probate workflow breaks estate planning and probate into 14 discrete, ordered steps. Specialist AI agents execute each one; a gate resolver scores every step by blast radius and reversibility, parking the 1 riskiest, irreversible step for a human to sign off. Every step and gate is logged with a tamper-evident audit hash, so the whole run is deterministic and replayable.

Agents run the volume

Specialist agents work the 14 steps of estate planning and probate end to end — the reversible, low-risk work clears automatically.

1 human gate

The gate resolver parks the 1 irreversible, high-blast-radius step for a person. Nothing high-stakes auto-clears until a tier has earned it.

Tamper-evident audit

Every decision is logged with an audit hash; runs are deterministic, so an auditor re-running the flow gets the same result.

— The built process

Estate-planning + probate autopilot

Drafting wills and trusts is the practice of law under a reasonable-care standard, where a defective execution voids the will and a missed tax election (706 / portability) is irreversible at death. Assets and family screened, the plan assessed for capacity / execution formalities / estate-gift-tax exposure straight-through; the licensed attorney signs the instrument before it is executed or filed with the probate court.

9 agent steps1 human gatesigns: Licensed estate-planning attorneyquality 88/100

The governed flow · branches, parallel work & a human on the irreversible step

capacity / formality defect — rework intakescreens cleansimple in-formula, non-taxable estatetaxable / contested estateestate value exceeds applicable exclusion (IRC § 2031) or portability election applicableForm 706 not applicable (non-taxable estate, no portability election)

Start

agent · low risk

Intake the assets, beneficiary and family documents

agent · low risk

Assess the plan and split the matter into concurrent capacity and tax screens

parallel · fan-out / join

Run capacity / undue-influence and estate-tax-exposure screens concurrently

agent · medium risk

Screen testamentary capacity, undue influence (AI-flagged red flags surface for attorney interview — detection is not algorithmic per ABA Rules 1.7 & 4.3), conflicts of interest, and execution-formality gaps by state (will: 2 witnesses + testator signature per UPC § 2-502; revocable trust: no witness requirement per UPC Article VI; varies by state)

agent · low risk

Assess estate / gift / GST tax exposure and required elections (706 / 709 / portability); calculate Form 706 deadline (9 months post-death, IRC § 6075) and portability election deadline (concurrent with Form 706 due date, Treas. Reg. 20.2010-1)

parallel · fan-out / join

Join capacity and tax screens

decision

Screen clean, or capacity / formality defect found?

decision

Estate complexity — simple in-formula plan or taxable / contested?

agent · low risk

Auto-assemble the standard will / revocable-trust instrument from the validated template

agent · medium risk

Draft the tax-driven instrument with marital / credit-shelter trusts and the 706 / portability election plan

gate · human sign-off

Reviews capacity findings, execution formalities (will vs. trust), tax elections, and state probate code compliance; active redraft authority; certifies instrument under UPC § 3-407 and ABA Rules 1.7, 4.3signs: Licensed estate-planning attorney

agent · high riskirreversible

Execute / file the instrument or probate petition with the probate court (creates public record, court assumes jurisdiction — UPC § 3-409)

agent · high riskirreversible

File Form 706 (federal estate tax return) with IRS if gross estate exceeds applicable exclusion (IRC § 2031); portability election must be made on or with this return (Treas. Reg. 20.2010-1(b)(2)); deadline is 9 months post-death, extendable to 12 months (IRC § 6075(a))

agent · low risk

Monitor and administer the estate — petition status, Form 706 filing deadline (9 months post-death, IRC § 6075, portability election irrevocably lost if missed), fiduciary administration, court-supervised distributions (UPC § 3-701+)

Done

low riskmedium / branchhigh riskgate · human sign-offstart / done

— Governed estate planning and probate automation

Why teams choose Minctrl to automate estate planning and probate.

Most tools that promise estate planning and probate automation software either fully automate and lose the audit trail, or bolt AI onto a form and still route every case to a human. Minctrl is different: it's an AI-native workflow builder for regulated operations. You design estate planning and probate once as the Estate-planning + probate flow, AI agents run it, and a governance layer keeps a human on the steps where a mistake is irreversible.

The Estate-planning + probate agent handles estate planning and probate the way an experienced operator would — gathering inputs, applying policy, and drafting the decision — while the governance layer decides, step by step, whether it can clear automatically or needs a human. This is what makes estate planning and probate automation with human sign-off practical rather than a slogan: the AI does the 14-step work; the person owns the1 decision that actually carry risk.

Whether you want to automate estate planning and probate, deploy an AI estate planning and probate agent, or roll out full estate planning and probate workflow automation, the flow ships with the governance, the human gates and the tamper-evident audit trail already wired in. Advisory first — a tier only earns autonomy after it's calibrated — so you can adopt estate planning and probate automation software without changing the human sign-off until you're ready.

estate planning and probate automation with human sign-offautomate estate planning and probateestate planning and probate workflow automationAI estate planning and probate agentestate planning and probate compliance automationhow to automate estate planning and probate

— FAQ

Questions about estate planning and probate automation.

How do you automate estate planning and probate?

Minctrl models estate planning and probate as a governed workflow of 14 steps. Specialist AI agents run each step; a governance layer scores every step by blast radius and reversibility and parks the risky, irreversible ones for a human at 1 sign-off gate. Build the Estate-planning + probate flow once, agents run it, and governance keeps a human on the steps that count.

Is Estate-planning + probate automation auditable?

Yes. Every step and gate in the Estate-planning + probate flow is logged with a tamper-evident audit hash, and runs are deterministic and re-playable, so you get a complete, auditable trail of who (or what) decided each step.

Does the AI decide everything, or is there human sign-off?

There is always human sign-off on the risky steps. The default is SAFE: any irreversible or high-blast-radius step in estate planning and probate parks for a human. The AI clears the reversible, low-risk volume; a person signs off exactly where it matters — that's estate planning and probate automation with human sign-off.

— Keep exploring

legal process automation

All 5 governed legal processes in one place.

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AI-native BPM

The engine underneath: AI runs the process, governance decides the gates.

Read the pillar →