Mainframe collected the asset schedule, pulled the beneficiary list into the matter, drafted the revocable trust first pass, and booked the signing ceremony with both spouses. You open one tab and sign off.
AI runs the secure intake, collects the asset schedule + beneficiary list, drafts the flat-fee engagement letter, and routes it for e-sign.
Mainframe assembles the revocable trust, pour-over will, HCP, and POA first passes from your firm templates. You review and polish the language.
After signing, Mainframe opens a funding tracker: deed retitles, brokerage transfers, beneficiary changes. Nudges the client weekly until zero open items.