Example processlegal

Estate planning and probate automation software

An example of estate planning and probate as a governed process: agents do the 9 steps, and a person signs the gate before anything irreversible happens. Download it, import it into your workspace, and adapt it to your systems.

Download example · JSONImport into Minctrl →

minctrl.process/v1 · hash 2312534704eb…d920

The graph9 agent steps1 human gatesigns: Licensed estate-planning attorney

Estate-planning + probate autopilot

Drafting wills and trusts is the practice of law under a reasonable-care standard, where a defective execution voids the will and a missed tax election (706 / portability) is irreversible at death. Assets and family screened, the plan assessed for capacity / execution formalities / estate-gift-tax exposure straight-through; the licensed attorney signs the instrument before it is executed or filed with the probate court.

The governed flow · branches, parallel work & a human on the irreversible step
capacity / formality defect — rework intakescreens cleansimple in-formula, non-taxable estatetaxable / contested estateestate value exceeds applicable exclusion (IRC § 2031) or portability election applicableForm 706 not applicable (non-taxable estate, no portability election)
Start
agent · low risk
Intake the assets, beneficiary and family documents
agent · low risk
Assess the plan and split the matter into concurrent capacity and tax screens
parallel · fan-out / join
Run capacity / undue-influence and estate-tax-exposure screens concurrently
agent · medium risk
Screen testamentary capacity, undue influence (AI-flagged red flags surface for attorney interview — detection is not algorithmic per ABA Rules 1.7 & 4.3), conflicts of interest, and execution-formality gaps by state (will: 2 witnesses + testator signature per UPC § 2-502; revocable trust: no witness requirement per UPC Article VI; varies by state)
agent · low risk
Assess estate / gift / GST tax exposure and required elections (706 / 709 / portability); calculate Form 706 deadline (9 months post-death, IRC § 6075) and portability election deadline (concurrent with Form 706 due date, Treas. Reg. 20.2010-1)
parallel · fan-out / join
Join capacity and tax screens
decision
Screen clean, or capacity / formality defect found?
decision
Estate complexity — simple in-formula plan or taxable / contested?
agent · low risk
Auto-assemble the standard will / revocable-trust instrument from the validated template
agent · medium risk
Draft the tax-driven instrument with marital / credit-shelter trusts and the 706 / portability election plan
gate · human sign-off
Reviews capacity findings, execution formalities (will vs. trust), tax elections, and state probate code compliance; active redraft authority; certifies instrument under UPC § 3-407 and ABA Rules 1.7, 4.3signs: Licensed estate-planning attorney
agent · high riskirreversible
Execute / file the instrument or probate petition with the probate court (creates public record, court assumes jurisdiction — UPC § 3-409)
agent · high riskirreversible
File Form 706 (federal estate tax return) with IRS if gross estate exceeds applicable exclusion (IRC § 2031); portability election must be made on or with this return (Treas. Reg. 20.2010-1(b)(2)); deadline is 9 months post-death, extendable to 12 months (IRC § 6075(a))
agent · low risk
Monitor and administer the estate — petition status, Form 706 filing deadline (9 months post-death, IRC § 6075, portability election irrevocably lost if missed), fiduciary administration, court-supervised distributions (UPC § 3-701+)
Done
low riskmedium riskhigh riskbranch / reworkgate · human sign-off
Use this example
01

Download the file

A minctrl.process/v1 document: the graph and the hash of the process it becomes.

02

Import it in Processes

Import into Minctrl opens this example in your workspace; one click stores it as your first version. Import JSON does the same with the file, and a file changed after download is refused.

03

Connect your systems

Every connector starts in shadow: steps run, nothing leaves Minctrl until you configure a connector and switch it live.

04

Adapt it

Change signers, time limits and steps on the canvas. Each save is a new version; a running case stays on the version it started with.

Questions
How do I automate estate planning and probate with Minctrl?

Start from this example. Import the file in Processes, connect your own systems, and adapt the steps on the canvas. Agents run the reversible steps; every irreversible step waits at a gate for the role you choose. The example has 9 steps and 1 gate; you can change any of them.

Is estate planning and probate in Minctrl auditable?

Every run start, signature and change to the process is written to a hash-chained audit log your auditor can verify and export. A run is pinned to the exact graph it started on.

Does the AI decide everything?

No. Minctrl will not make a process runnable while an irreversible step can be reached without a human gate, and one person cannot sign two gates of the same run.

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