Plans That Match the Paperwork.
An estate plan is only as good as the documents behind it. Saxon reads the intake questionnaire, the existing wills and trusts, the deeds, the account statements, and the beneficiary designations, then shows your team where the plan and the paperwork disagree—before the client signs, and long before anyone has to administer it.
- Intake
- Existing Documents
- Assets & Beneficiaries
- Drafting
- Execution & Funding
- Plan Updates
- Beta practice area · Built with legal professionals
Where Estate Plans Fail
The plans that fail are the ones that never matched the client’s actual assets.
Most estate plans don’t fail in the drafting. They fail in the gap between the documents and the client’s life: a trust that was never funded, a retirement account still naming an ex-spouse, a house titled in one name, a healthcare directive nobody can find. The information to catch it is usually already in the file. It just has to be read against everything else.
Start From What the Client Already Has
Saxon reads the intake questionnaire alongside the existing wills, trusts, powers of attorney, and healthcare directives, and lays out who is named, in what role, and where the documents conflict with each other or with what the client just told you.
Make the Plan Match the Assets
Saxon builds a cited asset schedule from deeds, statements, and beneficiary designation forms, showing how each asset is titled and who receives it. Your team sees what passes under the plan, what passes outside it, and the values and ownership facts your attorneys weigh in tax-aware planning.
What Makes This Repeatable: Playbooks
Playbooks turn your firm’s best estate planning habits into the default process: the intake review your senior attorney would run, the beneficiary cross-check, the funding checklist that follows every trust signing. A simple will and a layered trust plan get the same disciplined review, every time.
One Client Plan, Start to Finish
Review what exists, map every asset and designation, draft in your templates, confirm the trust is actually funded, and revisit the plan when a marriage, birth, death, divorce, or move changes the facts. One cited record carries the client from the first questionnaire through every later update.
Why Estate Planning Attorneys Choose FasterOutcomes
Saxon reads every document the client brings, so your team drafts from the complete picture and catches conflicts before the signing.
More capacity, same team
Take on more plans without hiring. Saxon carries the document-by-document review that used to cap how many clients your team could serve.
The beneficiary form nobody checked.
Saxon surfaces the outdated designation, the unfunded trust, and the deed in the wrong name, before the plan is signed and filed away.
More plans signed
Saxon organizes incomplete intake packets fast, so your team knows exactly what is missing and can move clients from questionnaire to signing with targeted follow-up.
The Whole Case
Six Stages. One Team Member.
Saxon works the plan from the first questionnaire through every later update, so each step builds on the same cited record.
Intake Questionnaire
Saxon reads the completed questionnaire and supporting documents, flags unanswered questions and inconsistencies, and drafts targeted follow-up so the design meeting starts with complete facts.
Existing Documents
Saxon summarizes prior wills, trusts, POAs, and healthcare directives—fiduciaries named, dispositive terms, amendments—and flags conflicts, outdated appointments, and execution gaps.
Assets & Beneficiaries
Saxon schedules each asset with its titling and designated beneficiaries, cited to the deed or statement, showing what passes under the plan and what passes outside it.
Drafting in Your Templates
Saxon prepares first drafts in your firm’s own templates from the design decisions your attorney made, with every client fact cited to the document it came from.
Execution & Funding
After signing, Saxon builds the funding checklist from the asset schedule and flags accounts and deeds that still show the old titling in the documents received.
Plan Updates
When a marriage, divorce, birth, death, sale, or move changes the facts, Saxon compares the new information against the existing plan and flags what needs revisiting.
Existing plans reviewed in minutes.
Saxon reads prior wills, trusts, POAs, and directives and returns a cited summary of who is named and what each document does.
Asset and beneficiary schedules in minutes.
Every account, property, and designation in one cited schedule, showing what passes under the plan and what passes outside it.
Cited first drafts in minutes.
Wills, trust instruments, and client summary letters drafted in your firm’s templates from the decisions your attorney made.
Flags what’s easy to overlook.
Saxon checks every plan for unfunded trusts, stale beneficiary designations, conflicting fiduciary appointments, and missing healthcare directives.
Verify Everything, Trust What Holds Up
Saxon drafts. You approve. Every fact in an asset schedule, document summary, or draft trust is tied back to the page it came from—the deed, the statement, the prior instrument—so you can check it before the client signs. Nothing is sent, signed, or filed without you.
Bring the Plan Nobody Has Checked Since Signing.
Bring a de-identified or sample estate planning file to the demo and see what Saxon finds.
Questions and Answers
How is FasterOutcomes different from general AI tools?
General AI tools draft from a prompt and rarely show where a fact came from. Saxon reads the whole client file—the questionnaire, prior instruments, deeds, statements, and beneficiary forms—and ties every fact to its page. Ask a question, get the page. Drafts follow your firm’s own templates through Playbooks, and your attorneys approve everything.
Can Saxon draft our wills, trusts, and powers of attorney?
Saxon produces first drafts in your firm’s own templates, filled from the design decisions your attorney made and the facts in the file, with each fact cited. Document sets specific to your practice—revocable trusts, pour-over wills, state-form POAs, funding letters—can be configured with your firm as a custom playbook. Your attorneys review and finalize every document.
Can Saxon recommend a plan or a tax strategy?
No. Plan design, tax strategy, and every legal judgment stay with your attorneys. Saxon organizes the facts those decisions depend on—asset values and titling from the statements, existing designations, family details from the questionnaire—cites each one, and flags gaps and conflicts. You decide what the plan should be.
Does Saxon do legal research?
Not today. Saxon works inside the client file, not across statutes, regulations, or case law. It reads, organizes, cites, and drafts from the documents you provide. Your attorneys bring the law; Saxon makes sure the facts underneath the plan are complete and traceable.
What does Beta mean for estate planning firms?
The core of Saxon works today: reading the whole file, building cited summaries and chronologies, drafting in your templates, and flagging gaps. The estate planning–specific playbooks—prior-document review, asset and beneficiary schedules, funding checklists, plan-update reviews—are being built with early estate planning firms. Firms that join now shape how those playbooks work.
Is my clients’ data safe?
Estate planning files hold a family’s full financial picture, so this matters. Saxon includes privacy and security controls for sensitive client records. Retention, deletion, and model-use terms are documented during implementation. Review current audit and compliance materials in our Trust Center.
Does Saxon integrate with our case management system?
Saxon integrates with SmartAdvocate today, and more integrations are on the way. If you use a different case management system, reach out to our team to ask about your specific setup.