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AS FEATURED IN
THE DEATH OF THE LABOR TRAP
Manual workflows cannot handle the complexity of the digital age
The current estate planning industry is an unscalable labor trap. High-cost staff manually enter data to produce static documents that are outdated the moment they are printed. This creates a security vacuum and a trust gap because consumers are rightfully hesitant to share sensitive passwords with human intermediaries.
Legal360 replaces these manual bottlenecks with an AI-first infrastructure that handles data with machine precision. By automating the execution layer, you ensure the legal framework remains as dynamic and secure as the client's digital life.
BEYOND THE STATIC DOCUMENT
Bridge the gap between legal intent and digital execution
The fact that 76% of the population lacks a basic will is a direct result of a failed user experience. The traditional model is an administrative endurance test that treats the client like a data-entry clerk. Between endless forms and repetitive phone calls, the process is so exhausting and the hourly cost so high that most people choose to remain unprotected. This friction is why the average estate plan is 10 years out of date. Clients choose to let their documents decay rather than face the billable gauntlet again.
Legal360 eliminates this cycle by replacing administrative exhaustion with a system that stays in permanent sync with real-world assets.
MEET WILL
The world's first agentic AI fiduciary
Will is the execution layer of your firm’s fiduciary duty. Traditional wills preserve intent but do not carry it out. Historically, execution has been a high-friction process left to grieving families and manual administration. Will replaces that entire layer. He operates as a governed, agentic system that monitors the estate’s live data environment and performs fiduciary work in real time. This is not automation of paperwork; this is fulfillment in motion.
From Static Intent to Active Execution
A PDF will is static; life and death are not. Assets change, accounts multiply, and access disappears. Will prevents "intent decay" by maintaining a continuous, live link between legal directives and real-world assets.
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Immediate Execution: When incapacity, dormancy, or death occurs, the system activates instantly.
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Zero Friction: Instructions move without delay, manual intervention, or administrative review.
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Live Mapping: Persistent synchronization between legal intent and the digital portfolio.
The Execution Layer
Will performs the grueling labor of estate settlement by bridging the gap between legal authority and technical access:
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Final Directives: Medical instructions and memorial plans are delivered the moment they are required.
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Legacy Delivery: Messages, videos, and scheduled gifts are released according to mapped intent.
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Digital Resolution: Subscriptions canceled, accounts closed, and identity surfaces secured.
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Governed Access: Assets routed through RUFADAA-compliant logic, removing technical barriers.
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Forensic Auditing: Every action is logged, creating a permanent, verifiable record of the work performed.
The Result
For the Lawyer: Estate planning moves from manual document production to high-level system governance.
For the Family: The burden of account hunting and paperwork is eliminated, allowing them to focus on the legacy, not the detective work.
ENTERPRISE-GRADE SECURITY & GOVERNANCE
Hard-coded compliance for the digital fiduciary
Trust is not an afterthought; it is the foundation of the execution layer. Legal360 utilizes a "Security-First" architecture that removes the risk of human error and ensures that the transition of assets is both forensic-ready and legally unassailable.
Zero-Knowledge Encryption
Neither Legal360 nor any third party can access client vault contents. Keys remain solely with the client and authorized fiduciaries. We cannot see the data; we only execute the logic.
RUFADAA-Compliant Architecture
Execution paths are mapped strictly within the Revised Uniform Fiduciary Access to Digital Assets Act. This ensures that every digital asset transfer has absolute legal standing in any jurisdiction.
Immutable Audit Logs
Every action taken by Will produces a permanent, forensic data trail. This shields your firm from liability by providing a verifiable record of exactly when and why an action was triggered.
Human-in-the-Loop
Oversight Will operates under governed agency. The system performs the grueling labor, but the licensed professional maintains final strategic authority. You are the governor; Will is the engine.
Data Sovereignty
No data resale. No data mining. No third-party access. Your client data is a protected asset, not a product.
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Client | Continuous Discovery
In a legacy model, a client’s estate plan is a "dead" file. On the Legal360 platform, the client is a live data node.
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Continuous Discovery: Our AI maintains a persistent link to digital and traditional assets. As the client’s portfolio evolves, the engine maps new assets to the existing framework instantly.
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Frictionless Ownership: Move clients from procrastination to permanent protection. We replace the manual annual review with a living dashboard that updates in real-time.
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Real-Time Asset Sync: Instead of waiting for a crisis or a scheduled meeting, the infrastructure reflects the current state of the estate at all times.
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Lawyer | System Governor
Command your practice like a high-tech fleet. You move from being a document drafter to the orchestrator of a digital fiduciary system.
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Strategic Oversight: Stop drafting documents manually. You oversee complex estate strategies while the AI engine handles the high-stakes execution protocols.
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Proactive Counsel: Life events, portfolio shifts, and regulatory changes trigger immediate alerts. You provide strategic intervention exactly when the data demands it.
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Instant Deployment: Eliminate administrative negligence. Instructions deploy automatically through the execution layer, ensuring your legal intent is realized without manual delay.
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Legal360 | Autonomous Engine
The middleware between legal intent and financial execution. This is the infrastructure that bridges the gap between a static document and real-world movement.
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Intelligent Triggers: Events such as incapacity, dormancy, or specific asset thresholds activate the execution layer instantly. The system removes human procrastination from the equation.
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Immutable Audit Logs: Every trigger and transfer produces a permanent, forensic data trail. Compliance is no longer a manual check; it is hard-coded into the execution logic.
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Scalable Governance: Manage thousands of client estates without increasing headcount. The engine handles the administrative volume while you maintain the strategic oversight.
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Outcome | 3-Way Loop
Legal360 orchestrates a living estate. Firms scale capacity 10x without increasing headcount. Clients gain the real-time certainty of a digital fiduciary.
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Frictionless Ingestion: Direct asset syncing moves clients from unprotected to fully mapped in minutes. The barrier to entry is eliminated.
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Scaling Through Governance: Manage 1,000 success cycles as easily as 100 manual files. You are selling a high-velocity platform, not billable hours.
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Persistent Fiduciary Execution: The engine maintains the permanent link between intent and assets. Deployment is instant the moment a trigger event occurs.
THE ARCHITECTURE OF MARKET DOMINANCE
From static documents to a Legal Success Platform
Legal360 is the connective tissue of a $124 trillion transition. By integrating the client, the firm, and the assets into a high-velocity execution loop, we transform estate planning from a stagnant document into a dynamic, autonomous asset class. We bridge the structural gap between legal intent and asset liquidity, turning traditional "dead" files into a live infrastructure that captures, protects, and deploys wealth with zero-latency. This is the shift from manual administration to code-driven orchestration.
THE FUTURE IS AUTONOMOUS
Securing the wealth transfer through digital fiduciary infrastructure
The transition from manual drafting to autonomous execution is not a simple upgrade: it is an inevitability. As the global digital footprint expands, the traditional legal framework becomes increasingly obsolete. Legal360 provides the architecture to bridge this gap, offering a scalable, secure, and code-driven path for the next generation of estate management.
We are entering an era where legal authority and technical execution must be inseparable. Whether you are looking to deploy this infrastructure for your firm or secure your position in the future of the digital fiduciary, the window for early adoption is closing.
The future is not drafted: it is executed.
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THE LEGAL360 PARTNERSHIP
Execution infrastructure built for the modern firm
Who This Is For
Designed for estate planning attorneys and fiduciaries who prioritize high-value counsel over administrative drag. Legal360 provides the scalable execution engine required for forensic asset mapping and coordination. This allows firms to materially reduce FTE overhead while protecting $500+/hour billable capacity.
The AI-as-a-Service Model
We have removed capital risk from modernization. There are zero upfront platform fees. The system operates on a small fixed fee per client, enabling firms to monetize execution while maintaining lean, high-margin operations.
Two Deployment Modes
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One-Time Intake: A high-speed execution engine for Wills and basic estates. The attorney’s responsibility and service conclude at document delivery, with no ongoing system engagement.
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Lifetime Vigilance: A recurring execution engine that replaces manual maintenance with continuous asset monitoring and automated fulfillment. This converts the "update" process from a labor expense into recurring margin.
Zero-Friction Implementation
Deploy in three steps:
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Ingest: Securely upload existing files or initiate AI-powered intake.
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Map: Define execution logic and trigger conditions.
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Activate: Deploy the execution layer across your client base, transitioning from document production to digital fiduciary infrastructure.
HOW AUTONOMOUS EXECUTION WORKS
From static intent to real-time asset orchestration
Legal360 operates as an intelligent infrastructure layer between the client and their assets. We replace the outdated "check-in" model with an always-on system that establishes a new fiduciary standard through technical reliability.
Trigger-Based Logic
We move beyond death certificates. Code-driven triggers handle incapacity, digital dormancy, and complex asset transfers automatically based on established legal protocols. The system monitors continuously for the exact conditions defined during the planning phase.
Fiduciary Protocol Management
Instead of static storage, we operate a hardened execution layer. Access and release protocols activate only when verified, pre-set legal conditions are met. Assets are not merely located; they are executed to completion.
Secure Execution
By removing human intermediaries from the investigative phase, we eliminate administrative negligence and manual breach risk. Trust is enforced at the protocol level, and is not dependent on firm process discipline.
Instant Portability
Firms can deploy this infrastructure across their entire client base without writing code or adding labor. Whether it is a One-Time Intake or Lifetime Vigilance, execution activates immediately.
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Testimonials
Robert Volpe
Volpe Advisors
“For a growth-oriented practice, this is not an upgrade. It is a plug-and-play replacement for manual estate planning infrastructure.”
Sara Khan
Winston & Murdaugh
“We weren’t looking for another tool. We needed a complete system that runs itself. Legal360 is that system.”
Neil Patel
Parker Financial
"Turnkey is the difference. It allows for the deployment of autonomous execution without writing code."
The fiduciary standard
Functional Fiduciary Infrastructure
Legal360 is the technical instrument through which the Fiduciary Mandate is fulfilled. It is not a replacement for the licensed professional; it is the infrastructure that ensures their duties are executed with technical fidelity.
Governed Agency
The system operates as a strict agent of the law. Every action is pre-authorized by the client’s legal directives and remains under the final governed authority of the overseeing professional.
RUFADAA & Statutory Alignment
Built to align with the Revised Uniform Fiduciary Access to Digital Assets Act, ensuring the transition from digital intent to autonomous execution is legally recognized and forensic-ready.
