Audit Any Existing Estate Plan in Minutes

Upload and analyze an existing estate plan for gaps

firmestate planning

Sqyro's estate plan analysis classifies existing documents across 19 types, extracts key provisions, and detects staleness from legal changes, family circumstances, or asset value shifts. Sqyro identifies gaps, outdated provisions, and optimization opportunities in existing estate plans — the most thorough AI-powered estate plan review available.

Sqyro analyzes existing estate plans by classifying documents, extracting key provisions, and detecting staleness based on changes in law, family circumstances, or asset values. Upload existing wills, trusts, and related documents — the AI identifies potential issues, gaps in coverage, outdated provisions, and opportunities for optimization. Built on the document classifier that recognizes all 19 estate planning document types with confidence scoring.

How Sqyro compares

Manual estate plan review takes 2-4 hours per plan. No other estate planning software offers AI-powered analysis and staleness detection. Sqyro analyzes existing plans in minutes — identifying issues, gaps, and outdated provisions across all 19 document types — in plans starting at $199/month.

How to

1. Upload the client's existing estate planning documents
Sqyro classifies each document and extracts key provisions

Audit Any Existing Estate Plan in Minutes

How Sqyro compares

How to

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