Client
Builds a will, POA and healthcare directive from your templates or ours, with guided plain-language forms.
Reviews the questions Larry flagged for an attorney; uploads the deed, account statements, prior will.
Joins the shared chat next to the document. Asks, decides, signs off on changes.
Prints, signs with witnesses, seals the executed copy in the vault, names appointees.
You
Nothing yet. You see the matter appear on your dashboard with a completeness score.
Skim the draft and the question list. Request anything missing in one click.
Highlight a clause, answer once. Redline directly in the builder. Bill your way.
Confirm execution. Set a review date — or let Larry propose one.
Larry
Answers vocabulary questions; logs every one the client asks, grouped by clause.
Turns your requests into tasks with due dates. Reminds the client — not you.
Keeps the thread and the document in sync; drafts a plain-English summary of what changed.
Schedules the 12-month review, watches for NY law changes, nudges when life events land.