AI Contract Review
AI Review for Will & Trust
Estate planning documents that dictate how a person's assets will be distributed after death. Wills require witnesses and often notarization of a self-proving affidavit, while trusts typically require notarization for the trust agreement and property transfers into the trust.
What AI flags in your will & trust.
What AI extracts from your will & trust.
Who needs this: Anyone with assets who wants to ensure their estate is distributed according to their wishes. Parents with minor children, property owners, business owners, and individuals with complex family situations especially benefit from properly notarized estate documents.
Will & Trust review questions.
Do wills need to be notarized?
While not all states require will notarization, a notarized self-proving affidavit makes probate significantly easier. Our AI verifies your state's specific requirements.
What is a self-proving affidavit?
A self-proving affidavit is a notarized statement attached to a will where witnesses swear the will was properly executed. This eliminates the need for witnesses to testify during probate.
Can a trust be notarized remotely?
Yes, ClosingIQ supports RON for trust documents in states that allow it. This is especially convenient for families where the grantor and trustee are in different locations.
How does AI help with trust document notarization?
Our AI verifies all trust schedules are complete, beneficiary designations are consistent, the trust type matches the intended purpose, and all signature pages are properly executed.
Should I notarize my will and trust at the same time?
Yes, it is common to execute a pour-over will alongside a revocable living trust. ClosingIQ handles both documents in a single signing session for convenience.
Review your will & trust with AI.
Finds risks in 90 seconds. Page-level citations. First review free.