Bankruptcy Schedule & Means Test for Probate Paralegals with WealthCounsel
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Probate Administration clients who rarely bring complete records on day one.
What We Build in WealthCounsel
AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
WealthCounsel Integration Approach
Audit your WealthCounsel configuration
We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your probate administration practice.
Build on the WealthCounsel API or agent
Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in WealthCounsel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your WealthCounsel instance
30-minute call. We'll look at your actual WealthCounsel setup and show exactly how this workflow fits.