MatterLoop — AI Practice Accelerator for Estate Planning Firms

See it in action

From intake to airtight docs — in minutes, not hours

Watch how solo attorneys go from client intake to four NY-statutory documents, all AI-drafted and attorney-reviewed.

Solo attorney at desk

The old way: hours of manual drafting

Attorney sets up intake

Configure once. Use it forever.

Client completes intake

Seamless mobile experience

AI drafts all four documents

Will · Trust · POA · Healthcare Proxy

Four documents, NY-statutory

Airtight. Attorney-reviewed. Ready to sign.

Watch 30-second overview

Full value loop, end to end

From client intake to signed documents — no manual drafting required.

NY statutory compliant 4 documents in one pass

Live Demo — No Video. No Slides.

Watch MatterLoop draft four NY estate planning documents in real time.

Enter a firm name below and click Generate. Everything you see is AI-drafted live on this page.

This product is built and operated by AI. The demo below is live — not a video. Every document is drafted in real time by our AI engine.

Stage 1 Attorney Portal

Firm Name

Attorney Name

Practice Area Notes (optional)

Sample Client — Pre-populated

Name: Maria Gonzalez, age 52

Family: Married to Robert Gonzalez; two adult children

Assets: Primary home in Westchester + $400K retirement accounts

Wishes: Home to spouse; remainder to children equally

Directives: Spouse as health care agent; spouse as POA agent

Documents to draft:

✓ NY Revocable Living Trust ✓ NY Last Will & Testament ✓ NY Statutory Short Form POA ✓ NY Health Care Proxy

Stage 2 AI Drafting Documents

📄 NY Revocable Living Trust

Queued

AI drafting will appear here...

📜 Last Will & Testament

Queued

AI drafting will appear here...

🔐 NY Statutory Short Form POA

Queued

AI drafting will appear here...

🏥 NY Health Care Proxy

Queued

AI drafting will appear here...

Stage 3 Attorney Review Panel

What was drafted

📄

NY Revocable Living Trust

EPTL §7-1.1 — Settlor declaration, trustee succession, pour-over will companion, revocability clause. Requires attorney review of trustee powers and distribution provisions.

📜

Last Will and Testament

EPTL §3-2.1 — Self-proving affidavit with two-witness attestation. Residuary clause, executor appointment with SCPA §1505 powers. Attorney must verify execution formalities.

🔐

NY Statutory Short Form POA

GOL §5-1501 — Statutory Major Provisions checked per client instructions. Required statutory warnings included. Attorney must confirm SMP elections match client intent.

🏥

NY Health Care Proxy

NY PHL §2981 — Two-witness execution (no notary required). Agent authority to make all health care decisions. Attorney should confirm agent identity and alternate designation.

Key Provisions for Attorney Review

Required Trust must be funded — Schedule A must list assets transferred to trust
Required Will execution requires testator + 2 witnesses present simultaneously (EPTL §3-2.1)
Required POA must be signed before a notary — confirm agent also signs acknowledgment
Required Health Care Proxy requires 2 witnesses — neither can be the named agent
Review Pour-over clause in Will should match trust date exactly
Review Trust EIN: revocable trust uses grantor's SSN during settlor's lifetime — no EIN required
Review Retirement accounts pass outside Will/Trust — confirm beneficiary designations separately
Review NY estate tax threshold (2026): ~$7.16M — Maria's estate likely below threshold

MatterLoop runs on feedback. Every thumbs up/down above trains the next draft. This is what AI-powered legal practice looks like — you stay in the review seat; AI handles the first draft.

Want this workflow for your firm?

Set up your own intake questionnaire and start generating state-specific document drafts for every client matter.

Start Your Free Trial

No credit card required to start. One additional matter per month pays for it.

Everything a solo EP firm actually needs.

State-Specific Drafting

Wills, trusts, POAs, and healthcare directives pre-configured for NY, CA, TX — and more. Every output labeled "Draft for Attorney Review." Attorney uploads preferred clauses; the system holds state-specific rules.

Client Communication Layer

Plain-English explainers generated from matter details. Automated status updates so clients stop calling to check if their will is done. Onboarding sequences that pre-fill your templates.

AI Audit

One-time discovery that maps your intake-to-close workflow and identifies the 3-5 highest-cost friction points. Free to start. Results become your onboarding roadmap.

Attorney Knowledge Base

You configure the system: your state's rules, your preferred clauses, your edge cases. State-specific without touching UPL lines. The firm owns the knowledge; we provide the infrastructure.

Simple Pricing

One extra matter per month pays for it.

WealthCounsel charges $999/month. We charge $149. You get the same document quality — faster, with less setup.

WealthCounsel $999/mo

→

        MatterLoop Practice
        $149/mo
      

Solo

$99/month

For solo attorneys getting started with AI-assisted drafting.

✓ Attorney intake portal
✓ Client questionnaire builder
✓ Basic Will drafting (NY)
✓ Unlimited client intakes
✓ Document download (PDF)

Start Free Trial

Your flat fee matters are worth more than the hours you spend on them.

From intake to airtight docs — in minutes, not hours

Watch MatterLoop draft four NY estate planning documents in real time.

What was drafted

Key Provisions for Attorney Review

Want this workflow for your firm?

Everything a solo EP firm actually needs.

State-Specific Drafting

Client Communication Layer

AI Audit

Attorney Knowledge Base

How MatterLoop fits into your practice.

Client completes intake questionnaire

AI drafts documents from your knowledge base

Client receives plain-English explainers

One extra matter per month pays for it.

Your rules. Your clauses. Your liability.