PracticeOS connects planning intake, assets, beneficiaries, instruments, execution sources, signing, trust funding, and review follow-up in one case.
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PracticeOS includes the DocketBuddy software suite at $99/month · Ready automation for 100 new files each month · 30-day trial · No credit card Pricing →
See Ready for Estate Planning →Estate Planning and Probate are included together in one subscription.
Intake, drafting, execution, funding, and later review stay in one continuous client record
Build the plan
Family, asset, beneficiary, and fiduciary facts stay consistent across attorney-review drafts
Complete execution
Readiness, execution details, and unresolved attorney decisions remain attached to each instrument
Keep it implemented
Asset funding, stale drafts, and annual review work remain part of the client record
Free browser workpapers
Each workpaper uses only the facts entered in that browser, shows the supported arithmetic or record check, and names what still needs attorney review.
Asset inventory built from uploaded documents, no re-entry from paper.
AI-drafted from intake, with execution formalities verified by attorney before any signing.
Probate deadlines computed from the letters testamentary date and tracked with SMS alerts, attorney verifies before relying on any date.
What it does
ESTATE & PROBATE INTAKE
Structured intake collects family information, asset inventory, beneficiary designations, and healthcare wishes. Client completes on any device, with documents uploaded by category.
ASSET INVENTORY
Upload deeds, account statements, retirement documents, and insurance policies. DocketBuddy extracts asset values and descriptions for attorney review, with less re-entry from paper.
BENEFICIARY MANAGEMENT
Beneficiary designations tracked with distribution percentages, per-capita and per-stirpes structures documented, and distribution amounts calculated from asset inventory.
WILL DRAFTING
Testamentary recitals, specific bequests, residuary estate, and executor appointment drafted from intake data. Attorney review is required before any use because a defective will is discovered after death.
TRUST DRAFTING
Grantor, trustee, distribution, successor trustee, and incapacity provisions drafted, with attorney review required and execution requirements verified for the signing state.
POA + HEALTHCARE DIRECTIVE
Durable power of attorney and healthcare directive drafted from intake answers, with attorney review and execution verification required. State-specific statutory form requirements applied where applicable.
PLAN SET
The document set is drafted together and paired for signing
DOCUMENT READINESS
Every draft shows exactly what is still missing before it goes to the client for review
DRAFT REFRESH
When a life change touches a document, that draft redraws in place instead of starting the plan over
ANNUAL REVIEW
A yearly checklist records life changes, identifies affected drafts, and keeps the version history with the plan.
Scope and limits
Every will, trust, power of attorney, and healthcare directive stays clearly labeled for attorney review before execution.
Drafts keep testamentary capacity, intent, undue influence, and signing-state execution questions visible so your professional judgment stays at the center of the plan.
Probate workflows calculate from the letters-testamentary date, show the supporting state rule, and preserve the verification point beside every deadline.
Where DocketBuddy stops matters
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed.
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying.
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels and preserve their source context.
Uncertainty stays visible
Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Real client data is encrypted at rest and in transit and excluded from AI training. Privacy