Practice Areas
Trust and estate work, from planning through administration
Lexomatic covers estate planning, trust administration, and the tax planning that connects them, with the documents and legal requirements resolved for every state.
What Lexomatic covers in trust and estate law
Trust and estate work on Lexomatic runs from the first planning conversation through years of administration. The platform runs the workflows, produces the instruments, and tracks the state-specific requirements for building an estate plan, administering a trust, and planning around tax.
For a law firm, the production work of an estate planning practice runs on one system. For a technology company, estate planning capability becomes something your product can offer through an API, with the state-by-state legal knowledge already encoded.
Trust and estate workflows on the platform
Estate planning
Build complete plans around trusts or wills: the dispositive instruments, powers of attorney, and healthcare directives a plan requires, generated from one intake.
Trust administration
Administer trusts after signing or after death: the notices, records, and instruments administration requires, tracked as ongoing workflow rather than one-off documents.
Tax planning
Structure plans with tax consequences in view: the platform carries the planning logic that shapes which instruments a situation calls for.
Documents Lexomatic produces for estate plans
The document package for an estate planning matter comes out of the pipeline complete and jurisdiction-correct. Depending on the plan, that includes:
- Revocable living trusts and the supporting transfer documents
- Wills, including pour-over wills that work with a trust-based plan
- Financial powers of attorney
- Healthcare directives and related medical documents
- Certifications and supporting instruments a plan requires
Every document is generated from the matter's own data, against attorney-controlled templates, with the execution formalities each state requires.
State law drives every estate planning document
Execution requirements are state law: how many witnesses, whether notarization is required, what a healthcare directive is called, and what it must contain all vary by state. The platform encodes those differences, so the same planning workflow produces the right instruments with the right formalities wherever the client lives.
| One planning workflow | State A | State B |
|---|---|---|
| Healthcare directive | Advance Directive | Declaration to Physicians |
| Witness requirements | Resolved per state | Resolved per state |
| Notarization rules | Resolved per state | Resolved per state |
A trust and estate matter, stage by stage
Intake
Guided intake captures the family structure, assets, and wishes that shape the plan, adapting its questions as the picture develops.
Strategy
Trust or will, and which provisions: the structural decisions are made with jurisdiction-specific context, and the document package follows the decision.
Fulfillment
The pipeline generates the complete plan: dispositive instruments, powers, directives, and supporting documents, each correct for the client's state.
Relationship
Plans age. Reviews, amendments, and administration events keep the matter live and the client relationship ongoing.
See how a matter moves through the platform
The same connected system runs every practice area, from the first intake question to the final document.