Estate Watch
Your clients’ plans shouldn’t go dark the day they’re signed.
Estate Watch gives your firm guided client intake, one organized record for every plan, auto-filled South Carolina court forms — and a one-click handoff that turns a signed plan into a ready-to-administer estate the day your client dies.
It’s built and working today. We’re inviting a small group of South Carolina estate-planning firms to use it on real matters and shape what we build next — before the full release.
You draft the plan. Then the client walks out, and the file goes quiet for years.
If you’re like most estate-planning firms, the hardest moments aren’t the drafting — they’re everything that happens to the plan afterward.
Intake lives on paper
Clients fill out a Word questionnaire or a printed form. Your paralegal re-keys it by hand — slowly, and with room for error.
The plan goes stale, unseen
Once it’s signed, no one is watching it. Whose job is it to keep it current? Honestly — nobody’s.
Death is chaos
A client dies and you’re reconstructing how they were structured from a 60-page trust — at the worst possible moment for the family.
One record for the whole life of a plan.
Capture the client’s full structure once. Keep it organized for as long as the plan lives. Be ready to administer the estate the day it’s needed.
Guided client intake Built
Send your client a conditional, step-by-step intake survey — it asks only what applies to them (individual or couple, business owner, minor children, non-citizen, and more). They do the data entry; you receive it structured, not scattered.
Your whole book in one dashboard Built
Every client in one view — planning, active, and closed — with status, plan type, and last activity. Private per-section attorney notes the client never sees. Institutional memory that survives staff turnover.
South Carolina court forms, auto-filled Built
Generate file-ready SC forms (starting with the 300-ES) straight from the client’s answers, and export the full plan as CSV, PDF, or JSON whenever you need it. The platform is state-agnostic underneath — a new state is a content build, not a rebuild, so yours can be next.
The handoff at death, in one click Built
When a client passes, convert their signed plan into a pre-populated estate — fiduciaries, beneficiaries, and assets already in place — ready to administer. You arrive warm, not cold.
Living-plan monitoring On the roadmap
Flag the plans affected when a law changes or a life event hits, with a documented, attorney-led review trail. This is what we’re building next — with our founding firms, not at them.
From new client to administered estate — one trail.
Invite the client
Create the plan and send a secure intake link from your dashboard.
They complete intake
The client fills out the guided survey at their own pace. It saves as they go.
You review & file
Review the structured answers, add private notes, and generate court forms.
Activate at death
One click turns the plan into a pre-populated estate, ready to administer.
It works today. We’re choosing 10 firms to shape what’s next.
Before the full release, we’re partnering with a small group of South Carolina estate-planning firms to tailor Estate Watch to how real practices actually run — and to help decide which states we open next. We build it with you, and you lock in founding terms for good.
What founding firms get
- Free access to the full product during the founding program
- Founding-firm pricing, locked for you at launch
- A direct line to the people building it — your feedback shapes the roadmap
- Hands-on setup: we help you run your first plans, you don’t do it alone
What we ask in return
- Try it on a few real new clients — no rip-and-replace, run it alongside what you use now
- Honest feedback, including what doesn’t work
- A handful of short conversations as we build
Your clients’ trust is the whole job. We treat it that way.
- Your data is yours. Export everything anytime. We never hold your client data hostage.
- You stay the attorney of record. Estate Watch organizes and surfaces information — you, and only you, advise the client.
- Estate-native, SC-deep, built to expand. Built on a real South Carolina probate engine and modeled on real SC estate-planning forms — on an architecture made to add new states quickly.
- No switching cost to try. Start with your next new client and run alongside your current system.
Questions we expect you to ask.
Is this a real product or just an idea?
Real. The client intake, the dashboard, the SC court-form auto-fill, the exports, and the plan-to-estate handoff all work today — we’ll show you the live product on a call. The living-plan monitoring features are clearly marked as roadmap; we won’t pretend they exist yet.
Do I have to replace my current system?
No. Try it on your next new client and run it alongside whatever you use now. There’s nothing to migrate to get started.
What does it cost?
It’s free for founding firms during the program, and founding-firm pricing is locked in for you at launch. Estate Watch is always a fixed software fee — never a percentage of your legal fees.
Is my clients’ information safe, and is this within the rules?
You remain the attorney of record and the only person who advises the client — Estate Watch organizes information, it does not practice law. Your data is exportable at any time and never locked in. We’re glad to walk your team (and your malpractice carrier) through the details.
Which states do you support?
South Carolina is fully supported today — the court forms and content are built SC-deep. The platform itself is state-agnostic, so adding a state is a content build rather than a rebuild, and we can stand a new one up quickly. Practice outside South Carolina? Tell us — your state may be next, and founding firms help decide the order.
What’s the time commitment to be a founding firm?
Light. Use it on a few real clients, give us honest feedback, and join a handful of short conversations as we build. We do the heavy lifting on setup.
A tool built with estate attorneys, not at them.
Estate planning is one of the few areas of law where the firm’s work is supposed to matter most long after the client leaves — and yet the moment a plan is signed, most firms lose sight of it. We think that’s a software problem, not an inevitability.
We’d rather get it right with a small group of firms than guess at scale. If you’ve felt the gap between a signed plan and a settled estate, we’d like to build the bridge with you.
— Mason Mitchener, Estate Watch
Help shape it — and lock in founding terms.
Twenty minutes, a live walkthrough, and an honest conversation about whether it fits your practice.
No cost during the founding program · No system to replace · Your data stays yours
Questions? Email [email protected]