Private AI for probate professionals.

Coordinate arrangements and paperwork without losing the family's instructions

Identify outstanding administrative requirements and compare permitted scheduling options.

Inputs: Authorised service requests, appointment availability, case documents and supplier arrangements.

From observation to completed task

Prepare booking proposals, correspondence and staff follow-ups with limited disclosure.

Prepare an estate-document completeness checklist

The supporting records include authorised records, matter instructions and current checklists.

Qualified professionals verify legal requirements and filings.

The systems involved

Case and calendar systems with consented voice intake and restricted family information.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Staff verify instructions and legal requirements; no unapproved commitments or estate distributions.