APEX Estates Demo · sample data

APEX Estates

Welcome back, Margaret

Your estate plan

Next step

Sign before 2 witnesses, notarize the self-proving affidavit, then upload to your vault.

Documents

4 ready

My Plan

AI Receptionist — general information only

Vault

🔒 Digital Lockbox — $0.99/mo ACTIVE

Texas amends self-proving affidavit statute

Tex. Est. Code Ann. § 251.104 (2026) · ✓ Attorney-verified

Recommendation: Your affidavit remains valid as executed. Re-executing after Sept 1, 2026? Regenerate the updated form free from your portal.

Insurance

Inventory & coverage review

No umbrella policy on file — a common, inexpensive gap. Informational only; not insurance advice.

Homeowners — State Farm

9/9 complete

Dwelling $485k · Liability $300k · $2,180/yr

Life — Prudential Term

Missing 4

Needed: rating class · term length · issue date · riders

Inventory Schedules

More

Contacts, settings & legal

My attorney

R. Hargrove, Esq. — Hargrove & Boone LLP

(512) 555-0138 · TX

Trusted contact

Daniel Chen — Son

Access only after staff verify a certified death certificate.

Security

AES-256 at rest & in transit · every vault access audit-logged

About this service

APEX Wills & Estates is a law-firm-supervised document preparation and secure storage service. It provides general information and self-help tools only, does not provide legal advice, and use of this app does not create an attorney-client relationship. Sponsored directory listings are paid advertising and are labeled as such; we make no representation about listed attorneys' qualifications or the quality of their legal services. Our maximum aggregate liability related to the $50 document package is limited to the amount you paid. Execution requirements are state-specific: never assume an online-only signature makes a will valid unless your state has authorized electronic wills and you follow the exact statutory process.

Tap Share → Add to Home Screen to install APEX Estates.