Built for estate planning and probate
Asset inventory management
Build and maintain a complete picture of every client’s assets — real property, financial accounts, business interests, personal property — continuously updated as new information arrives.
Family structure mapping
Track beneficiaries, trustees, guardians, and relationships across every matter — and flag inconsistencies between documents and current instructions.
Document currency tracking
Del monitors whether existing documents — wills, trusts, POAs, healthcare directives — still reflect the client’s current circumstances. Flags what needs updating.
Gap detection
Identify missing documents, unaddressed assets, unsigned instruments, and beneficiary designation conflicts before they create problems.
Capacity and execution documentation
Track signing ceremony details, witnesses, capacity documentation, and notarization records for every instrument — so execution is always provable.
Capacity and execution documentation
Track signing ceremony details, witnesses, capacity documentation, and notarization records for every instrument — so execution is always provable.
Estate law skills
Del turns scattered client information into high-quality legal work product your team can review, refine and file.
Client Intelligence for estate law
Estate planning clients have complex lives — and those lives change. Deliberately.ai continuously captures, organizes, and structures every asset, relationship, document, and instruction into a living Client Intelligence Profile. When something changes, Del knows. When something’s missing, Del tells you.
Your team spends its time advising clients — not reconstructing their histories.
Every matter carries emotional weight. Missing information doesn’t just cost time — it costs trust.
During the planning engagement
Your client mentions a trust they set up fifteen years ago, accounts they’ve opened since the last review, a business interest their spouse doesn’t know about. Capturing everything — and keeping it current — is a full-time job.
During probate
The estate has accounts at four institutions, a rental property, a closely held business interest, and a disputed item from the decedent’s last years. Organizing all of it before the first hearing takes weeks of staff time.
At the client review meeting
A client asks whether their documents still reflect their wishes after the divorce, the new grandchild, and the sale of the vacation home. You’re working from notes from a meeting eighteen months ago.
How it works in practice
From planning through probate, Del has the full picture.
Client Intake
Build a complete estate profile before the first meeting.
Del structures intake questionnaires to capture the full picture — assets, family relationships, prior documents, business interests, and beneficiary designations. Before the first consultation, your team has a working picture of the estate. Del flags what’s missing and requests it.
Walk into every first meeting already informed.
Document Drafting
Draft with complete client context.
When Del knows the full client profile — assets, family structure, prior documents, specific instructions — document drafting becomes faster and more accurate. Ask Del to prepare a summary of what each document should address. Your team drafts with the complete picture in front of them.
Fewer drafting errors. Fewer revision rounds.
Client Reviews
Know exactly what’s changed since the last review.
Ask Del what has changed in a client’s profile since their last document update — new assets, family changes, shifts in stated intentions. Get a structured summary of what needs to be revisited and why.
Every review meeting starts with a specific agenda, not a blank conversation.
Probate
Organize the estate before the first hearing.
Upload the decedent’s documents, account statements, property records, and prior correspondence. Del builds a structured estate inventory, identifies outstanding creditor claims, and tracks distributions — so the administration runs on facts, not memory.
Stop spending the first month just figuring out what’s in the estate.
Dispute Resolution
Contested estates need complete documentation.
When an estate is contested, Del delivers a complete picture of the decedent’s stated intentions, the document history, the asset inventory, and the communications relevant to the dispute — so your team argues from facts, not impressions.
Every fact, traceable to its source.
Meet Del
Estate planning clients trust you with the most important decisions of their lives. Del makes sure you always have the complete picture — every asset, every document, every instruction, every change since the last meeting.
Email Del from the courthouse. Ask from your phone at 11pm. Request a draft before you get back to the desk. Del has the full file — and answers in seconds.
Maintain complete, current client profiles
Flag document gaps and outdated instruments
Build probate inventories automatically
Draft correspondence and client updates
Track every change across every matter
Email Del from any device, any time
See Del in action →
Real attorneys. Real results.
“This does the work of a paralegal, and an associate.”
— Mei-Lin Huang, Managing Partner, Huang Litigation
“I love that it gives me links to the source documents.”
— Gregory Paxton, Partner, Paxton & Burke LLP
“This saves me so much time navigating Dropbox.”
— Jonathan Abrams, Senior Attorney, Abrams & Sterling LLP
Of client assets tracked in a single structured profile
Faster probate matter organization vs. manual methods
Missing beneficiary designations for clients with complete profiles
What changes
Never miss an asset.
Del maintains a living inventory of every client’s estate — updated continuously as new information arrives, flagging anything that doesn’t appear in the documents.
Never let a document go stale.
Del monitors every client’s profile for life changes that affect their documents — and tells you what needs updating before the client has to ask.
Never walk into a client review without a specific agenda.
Ask Del what’s changed. Get a structured list of what to discuss — not a vague conversation about whether things still look right.
Never spend a month organizing a probate estate.
Del builds the estate inventory, tracks the creditor claims, and organizes the administration — so your team manages the case, not the filing.
Start a free trial and run Deliberately.ai on a real matter in your practice. No setup. No consultants. Results in minutes.
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Live in minutes
Works with your existing documents