AI practice managementEstate planning attorneys
Every state has
its own rules.
Sqyro has all of them.
Sqyro drafts wills and trusts across all 50 states with execution rules applied automatically — every document verified, every client file protected. Tax modeling and trust funding included. Free to start.
Trusted by practicing attorneys
Robin J. Sommers, PAEstate planning AI
Every state’s rules.
One platform.
Sqyro captures the client's domicile, assets, and intent once — then drafts wills, trusts, and directives against a rules engine that knows each state's execution requirements, community property treatment, electronic will eligibility, and UTC compliance. State-specific variations for LA, TX, FL, IN, and CA are automatic.
19 document types, full drafts.
Simple wills, pour-over wills, revocable and irrevocable trusts, special needs trusts, QPRTs, GRATs, charitable remainders, advance directives, HIPAA authorizations. Full-document generation in one pass — not clause-by-clause assembly.
50 states plus DC, built in.
Execution requirements (witness count, notary, self-proving affidavit), community property flags, electronic will eligibility, and UTC compliance applied automatically based on client domicile. No lookup, no guessing.
Estate tax, done properly.
Federal graduated tax (18–40%), 12 state estate-tax jurisdictions, portability election analysis, and TCJA sunset scenarios modeled through 2026 — so you can advise clients on strategy before and after the exemption reset.
Trust funding, tracked.
Per-asset funding status across eight categories — real estate, financial accounts, business interests, vehicles, insurance, retirement, personal property, digital assets. The thing that kills estate plans in practice, closed.
Concrete outputs
What Sqyro produces.
Not a demo reel. The same cards your lawyer sees inside Sqyro — real artifacts from real estate planning files, ready to review.
Revocable living trust — California
Drafted from intake · 4,218 words · UTC compliant
Pour-over will — Florida
Self-proving affidavit · state-compliant execution
Estate tax analysis — $14.2M taxable
Federal + state + TCJA sunset · 3 scenarios
Joan prefers donor-advised funds
Saved to estate planning practice
The product
See the work surface.
Sqyro composer — research, draft, and cite in one conversation.
Immigration pipeline — nine stages from intake to decision.
Client records — 322 fields, entered once, reused everywhere.
Practitioner voice
“I’ve spent twenty years filing immigration petitions. Every case starts the same way — the same 322 fields, copied by hand. When Leif showed me what Sqyro could do, I didn’t just need the product, I wanted to join the team.”
Marcia Giordano Hansen
Immigration Legal Center, Miami · AV Preeminent · 30+ trials as first chair
Why attorneys trust Sqyro
Built so it cannot hallucinate.
Sqyro's trust architecture isn't a policy. It's code. Three layers, all programmatic, none optional.
i.
Programmatically verified citations
Sqyro is architecturally incapable of citing a case from memory. Every citation is cross-checked in real time against a self-hosted corpus of 10.7 million US opinions — published and unpublished — updated daily for new precedent. If we cannot verify it, we will not cite it. No exceptions.
ii.
Attorney-client privilege. Six layers deep.
Your client conversations are protected across six programmatic layers: enterprise LLM with data processing agreements, local LLM option, matter-level data segregation, zero client data used for model training, PII stripped before every AI call, and an immutable audit record of every conversation. Not a policy. An architecture.
iii.
Your data. Your terms.
Your client files, matters, and documents belong to you — export them anytime. Sqyro integrates with Google Drive, Dropbox, and Microsoft SharePoint. Enterprise customers can host their data on a dedicated, segregated server.
Built on
SOC 2 Type II — in progressPricing
One plan per firm.
No per-seat traps.
Every paid tier ships the full product — research, drafting, case management, trust accounting, 36 USCIS forms, estate planning. Seats and use counts differ. Nothing else does. A use is a full research query or a complete memo. We count finished work, not keystrokes.
- EssentialsFreeforever
See what Sqyro feels like. 25 clients, 15 trial uses.
Start freeSeats1 seatUses15 trial uses · one-time - Solo$199/mo, billed annually
For the lawyer who answers their own phone.
Start free trialSeats1 seatUses250 uses / mo - Team$799/mo, billed annually
A small firm that wants the same tools BigLaw has.
Start free trialSeats4 seatsUses1,000 uses pooled / mo - EnterpriseCustomtalk to us
Firms with 5+ seats. SSO, white-label, SOC 2 Type II controls.
Book a demoSeats5+ seats · dedicated AMUsesCustom · API access included
Overage credit packs from $10 (100 uses) — priced near cost so you're never punished for using Sqyro more. Practice migration and document ingestion included. 14-day free trial, no card required.
One price, everything in it
WealthCounsel + Clio + research.
Or just Sqyro.
Most estate planners pay for document drafting, practice management, and research as three separate tools. Sqyro is all of it, at a flat price. The rest is yours to keep.
The questions that come up
Answered straight.
Estate-specific? Write us. A real person replies, usually within a workday.
Every document is generated against a rules engine covering all 50 states and DC. Execution requirements (witness count, notary, self-proving affidavit), community property treatment, electronic will eligibility, and UTC compliance are applied automatically based on the client's domicile state.
Sqyro supports 19 document types: 2 will types (simple and pour-over), 11 trust types (revocable, irrevocable, special needs, QPRT, GRAT, charitable remainder, and more), 2 powers of attorney (financial and healthcare), advance directive, HIPAA authorization, asset inventory, and estate plan summary.
Yes. The estate tax calculator models both current exemption amounts and the projected post-2026 TCJA sunset scenario, so you can advise clients on planning strategies before and after the exemption reduction.
The document classifier identifies the document type, extracts key provisions (named beneficiaries, fiduciaries, specific bequests), detects staleness based on age and life events, and merges the extracted data into the client's golden record for gap analysis.
Sqyro's rules engine tracks electronic will eligibility by state and updates as legislation changes. Currently supported states include Nevada, Indiana, Arizona, Florida, Colorado, Utah, and others that have enacted electronic will statutes.
WealthCounsel is drafting-only. Sqyro includes document drafting + full practice management + tax calculations + trust funding tracking + AI case law research + client portal + billing. One platform instead of three or four separate tools, at a lower total cost.
Yes. Sqyro includes a guided migration tool that imports clients, matters, and case data from any platform or CSV/Excel file. Most firms complete migration in under a day.