Estate Planning Drafting Brief Generator

Paste your raw client meeting notes. Get back a structured drafting brief organized by trust section, ready for an attorney or paralegal to begin document preparation.

Good at:
Organizing raw estate-planning meeting notes into a structured drafting brief by trust section.
Not for:
Drafting legal documents — that requires a licensed attorney.

Organizes notes for attorney use. Does not draft any legal documents. Document drafting must be performed by a licensed attorney.

Estate notes are especially sensitive, family structure, asset values, beneficiary relationships. The brief-builder works on the structure, not the names. Use [CLIENT], [SPOUSE], [CHILD 1], [BENEFICIARY], $[ASSET VALUE]and the output will match the same placeholders. Run The Redactor on existing notes first if that’s easier.

Bullet points, sentence fragments, abbreviations, whatever form you took them in. Placeholders are fine.

PDF, Word, Excel, image. Up to 3 files, 10 MB each.

Output will appear here once the tool runs.

[ See it work ]

Meeting notes into a drafting brief

prevaldi.com/legal/estate-brief
A short walkthrough · no audio

Questions people ask first