Interactive demo — sample data only
APEX | Wills & Estates

Client portal

Good afternoon, Margaret Chen

4
Documents generated
TX
Governing state
7
Vault items
Active
Digital Lockbox

Your estate plan progress

  • ✓Secure account created & MFA enabled
  • ✓State selected — Texas
  • ✓$50 package paid
  • ✓Guided questionnaire completed
  • ✓Documents generated
  • !Upload executed documents — sign with 2 witnesses, then upload

Next step

Print your documents, sign before two adult witnesses, complete the self-proving affidavit before a notary, then upload the executed set to your encrypted vault.

Firm attorney portal

Review queue

Questionnaire Q-88412

TX

Client M. Chen · completed 2026-07-24

business_ownership

Client owns an S-corp interest — documents flagged; attorney review offered.

Questionnaire Q-88395

MS

Client T. Okafor · completed 2026-07-23

blended_family

Stepchildren named as contingent beneficiaries — review recommended.

Escalated AI session S-5521

Reason: client asked about creditor protection for a family business

Legal updates

Unverified rows are highlighted. Verify the recommendation, then publish to affected clients.

StateHeadlineCitationSeverityStatus
TXTexas amends self-proving affidavit statute Tex. Est. Code Ann. § 251.104 (2026) review Published
MSMississippi enacts remote online notarization update Miss. Code Ann. § 25-34-1 (2026) informational Unverified

Firm admin portal

Platform metrics

1,284
Users
3,512
Documents generated
2,105
Executed uploads
$64,200
Revenue
891
Vault subscriptions
47
Attorney members

Monthly signups

Audit log

TimeActorAction
14:22:08client:mchenvault.download
14:04:51agent:rleeagent.transcript_viewed
13:47:19client:tokafordocuments.generated
13:30:02systemlegal_update.flagged
12:58:44employee:pvotrusted_contact.granted

Directory attorney portal

Esq & Partners, PLLC

★ Membership ACTIVE — $5/mo

My listing

✓ Verified bar status — TX 24098765

Ranking bids

Sponsored placement is labeled as advertising. Higher monthly bids rank higher among sponsored results for a zip + specialty.

ZipSpecialtyBidStatus
78701wills$20.00/moSponsored active

Articles

“Why Texans Still Need Witnesses: E-Wills Myths”

Approved — publishing in 2026-08 Estate Planning Report

Bar advertising-rule compliance rests with the attorney. All listings carry the platform's no-endorsement disclaimer.