For trusts & estates paralegals

Generate a draft estate packet in minutes — not weeks.

An attorney-reviewable draft of a deceased California client’s public-records assets — from unclaimed property funds, FINRA, SEC, and Los Angeles County records.

One live search, three cached snapshots in this prototype. California only.

Watch 90-second demoTry with the demo decedent (Margaret Chen)

Already have an estate you’ve closed? Use validation mode to compare our findings to yours.

$295 per estate2–3 min per packet4 sources in this build
§ 01 — The math

Asset discovery, today and with us.

Today, by hand With EstatePacket
Six to eight weeks of paralegal labor per estate.
becomes
One intake form. A draft estate packet in two to three minutes.
47phone calls to financial institutions
intake form1
50separate state unclaimed-property searches
public-records sources searched in parallel (California-scoped)4
~6 hmanual deed pulls across each county the decedent ever lived in
from submission to draft PDF2–3 min
6–8 weeksof paralegal time per estate
reviewed by a human attorney before filingAlways
~70%of estates close with at least one missed asset
of findings cite a public source the attorney can verify100%
Five rows. Read across.6–8 weeks → 2–3 minutes
§ 02 — How it works

Three steps. No model in the loop until the draft is written.

Submit decedent identifiers.

Name, date of birth, last addresses, executor email. We don't need the SSN.

We search public records.

Unclaimed property (live), FINRA BrokerCheck, SEC EDGAR, and the Los Angeles County Recorder.

You receive a Draft Estate Packet PDF.

Formatted for California probate practice. The attorney reviews and verifies before filing.

§ 03 — Methodology note

What's working today, exactly.

● Live1 source

MissingMoney.com aggregator covering ~45 state unclaimed-property programs, scoped to California. Queried at search time.

○ Cached snapshot3 sources

FINRA BrokerCheck · SEC EDGAR · Los Angeles County Recorder. Snapshots captured March–April 2026.

§ 04 — Sample output

The artifact your attorney sees.

Sample Draft Estate Packet generated for a fictional demo decedent. Production output requires attorney review before filing.

§ 05 — Validate it

Test it against an estate you've already closed.

If you're a trusts & estates paralegal, submit a real historical estate you've already worked through and the system will return what it surfaces from public records. You can then compare those findings against the assets you located manually.

Use validation mode to flag the run as a back-test rather than a live matter, so the output is labeled accordingly and stays out of your normal workflow.

Open validation mode

California decedents only · attorney review still required

§ 06 — Pricing

One line.

$295 per estate. No subscription. Volume pricing above 50 estates a year.

Invoiced to the firm. Net 30.

§ 07 — Talk to the founder

Pick a slot. I'm running every demo personally.

“I’m running every demo personally right now. Pick a slot and tell me what your asset-discovery process actually looks like.”

“Worst case you give me feedback. Best case I save your paralegals 60 hours a month.”

— The founderBuilding EstatePacket · 2026
Book a 30-minute demohello@estatepacket.com