A second reader for every document.
EstateView AI reviews trusts, wills, partnership agreements, purchase agreements and employment contracts under the law of the state you pick — and cites the authority behind every finding.
Two-week free trial, full access.
The review runs under the law of the state you pick.
Select the document type and the client’s jurisdiction before each review, and the analysis is made against that state’s law — all fifty states. This trust was drafted on Florida provisions and read under New York law; the first action item is to scrub every Florida statutory reference and substitute the EPTL and SCPA equivalents, each against a numbered section of the document.
One reading is an opinion. Two are a check.
Reviews run on Gemini by default, with Claude and ChatGPT available for the same document. Where two models agree you can weight the finding more heavily; where they diverge, you know exactly where to read the document harder yourself.
Every finding cites its authority — and the citations are checked.
Findings come with the statute or case they rest on, and before an answer reaches you its citations are verified against CourtListener, a live case-law database — a trail you can follow rather than an output you have to trust. The privacy policy describes exactly what is sent for verification.
…permanent baseline.6 Section 70106 of the Act amended Internal Revenue Code (IRC) § 2010(c)(3) to set the basic exclusion amount at $15 million for 2026, with annual inflation indexing scheduled to resume in 2027.7
2. Unified Credit and Portability
The federal estate and gift tax exemptions remain “unified,” meaning any part of the $15 million exemption used to shelter lifetime gifts reduces the amount available to shelter the estate at death.8 For married couples, “portability” allows a surviving spouse to claim and use any portion of the $15 million exemption that was not utilized by the first-to-die spouse (the “Deceased Spousal Unused Exclusion Amount” or DSUE).9
Asked for the 2026 exemption amounts, it quotes section 70106 of the Act amending IRC § 2010(c)(3) — $15,000,000 for 2026, indexing resuming in 2027 — with a numbered source against each statement.
Reviewed, returned, and not retained.
Documents you send for review go to the model provider that performs it over a private API connection — not a public chat interface. They are processed, returned, and not retained by us, and our agreements with those providers exclude your data from training where those terms apply. AI chat sessions stay in your browser’s encrypted local storage. The privacy policy names every provider involved.
Run your own numbers on a real client.
Two weeks, full access to the platform.
Start your free trialOr call us at (727) 442-1200, Monday to Friday, 9am–5pm Eastern.