A complete estate package (a will, a revocable living trust, and a durable power of attorney), drafted on a real valuation and a planned allocation, ready for your attorney to review.
Estate-in-a-Box runs a client's estate plan in the order a careful attorney would, intake first, then a valuation, then who-gets-what, and only then the documents, so a solo or small firm hands the client one reviewable package instead of assembling six things by hand.
The problem
An estate plan is not one form, it is a stack of decisions that have to happen in the right order. You take in the client and clear conflicts, you get an honest picture of what the estate is actually worth (the house, the accounts, the insurance, the business interest, net of what is owed), you decide how it should be divided (including the contingent beneficiaries nobody wants to think about), and only then do the will, the trust, and the power of attorney mean anything. Skip the valuation and the allocation is a guess. Skip the allocation and the instruments encode the wrong thing.
Most tools pick one piece. A will generator hands you a will in isolation, on a blank template, with none of the valuation or allocation behind it. A consumer site hands the client an unreviewed document and calls it done. For a solo or small firm, the whole package still gets assembled by hand, matter after matter.
How it works
The engine runs the package in dependency order, and each step is built on the one before it.
- Intake the client. It opens the matter, captures the client's details, and runs the conflict check, so the engagement is set up before any drafting starts.
- Value the estate. It totals the real property, the financial accounts, the insurance, and the business interests, net of liabilities, so the plan rests on a real number rather than a blank.
- Plan the allocation. It allocates the valued estate across the named beneficiaries (including contingent beneficiaries), so the instruments encode a decision, not a default.
- Draft the will. It drafts the last will and testament from that allocation, with the executor appointment and the residuary clause, under the governing state's law.
- Create the trust. It drafts the revocable living trust to hold and distribute the estate, naming grantor, trustee, and beneficiaries.
- Draft the power of attorney. It drafts the durable power of attorney naming the client's agent, completing the core package.
One honest boundary, stated up front: the engine drafts and plans, it does not execute, witness, notarize, or file anything. Every output is a draft for a human attorney to review under the governing state's law. Signing, notarizing, and funding a trust stay with the attorney and the client, by hand, after they have read what it drafted.
What you get
- An opened matter with the conflict check on the record, not skipped.
- An estate valuation that shows the components it added up, so the number is checkable.
- A beneficiary allocation across the estate, including contingent beneficiaries.
- A drafted will, a drafted revocable living trust, and a drafted durable power of attorney, each built on the valuation and allocation, ready for attorney review.
- The work at each step, because a document your client cannot trace back is a document you should not hand them.
Who it is for
This is for solo and small-firm estate-planning attorneys who want to produce a full package per client without hand-assembling intake, valuation, allocation, and three instruments every time, and for general-practice attorneys who take the occasional estate matter and want a repeatable flow. It is not for a consumer who wants a signed, filed document with no attorney in the loop, and it is not for a large estate-planning department that already has a document-automation stack.
Pricing
Pricing is still being validated, so treat these as starting points rather than promises.
- Per package. A flat price for one client's estate package (intake, valuation, allocation, and the drafted will, trust, and power of attorney), all for the attorney to review. Starting hypothesis, around 249 dollars.
- Firm seat. A per-seat subscription for a solo or small firm producing packages across many clients. Priced by conversation.
- Platform tier. A multi-attorney firm tier with shared matter and document handling on top of the package flow. Priced by conversation.
Any step that would execute, notarize, or file a document, or take a payment, is fail-closed and waits for a human attorney to confirm it. No pricing rung changes that.
Proof, and how we dogfood it
AYA formed itself as a company using its own SCE Foundry product (that is the formation dogfood, AYA stood itself up with the acolyte). Estate-in-a-Box sits one step past that, because a founder who just formed an entity is exactly the person who needs a will, a trust, and a durable power of attorney around it. So the same acolyte that stands the company up is the one that drafts the founder's estate package, and that founder's own package (reviewed by a human attorney) is the first real run we intend to make.
The deliverable behind this page is a composition of six capabilities the SCE estate line already had (client intake, estate valuation, beneficiary allocation, draft will, create trust, draft power of attorney), joined into one package as configuration rather than new machinery. Building it left the same kind of receipt the product is about: the package pattern was scored for quality (it passed) and every one of its six pieces was verified to exist on disk before this page went up.
Honest note
Here is the part most landing pages leave out. As of today, this deliverable is authored but not yet running end to end. The package flow is defined and its six steps are wired together in the right order, but the underlying handlers that would actually run the intake, compute the valuation, plan the allocation, and draft the instruments are not connected yet. So no estate document has been drafted for anyone through this engine, including our own founder. That is a substrate wiring task, and it is honest to say it is not done.
There is a second honesty item worth naming. Estate planning has a real dated pressure behind it right now (the federal estate and gift tax exemption was scheduled to step down at the start of 2026 absent legislation), and that is genuinely why people are moving. We will not print a specific exemption dollar figure on this page, because the exact number depends on current guidance and we are not going to state a tax fact we have not confirmed.
What that means for you, concretely: this is a product we are building in the open, not one you can run against a client's estate this afternoon. Nothing here executes, notarizes, or files a document, every draft is for an attorney to review, and if the timeline works for you, starting a package now helps us decide what to wire first.
*This page is a specification. The capability it describes is not built yet, and nothing here is a claim that it runs today.*