The documents that need attention surfaced first, so review time goes where it matters most.
The challenge
Attorneys receiving large volumes of estate-related documents must quickly determine what is important, what is missing and what requires immediate action. Manually triaging wills, trust instruments, tax filings and correspondence is slow, error-prone and diverts time from higher-value legal analysis.
The solution
Ask iManage analyzes your document set, identifies key provisions, flags inconsistencies and prioritizes items requiring attention. This helps attorneys triage in minutes rather than hours and ensures nothing critical is overlooked.
Open Ask iManage and add a Folder of documents as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to prioritize the most important documents for your review. Include that you'd like this information in table format, prioritized by risk.
Specifying the output format ensures Ask iManage provides the information you require in your preferred way, making understanding the response simpler.
Copy this prompt
Prioritize the documents most likely to affect estate distribution, tax exposure, and fiduciary risk that meet any of these risk categories: will and codicil provisions including contest vulnerabilities and ambiguous bequests, revocable and irrevocable trust agreements, beneficiary designation forms for retirement accounts and life insurance, powers of attorney and healthcare directives, trustee and executor appointment and removal provisions, estate and gift tax elections and filings, and generation-skipping transfer provisions. Provide this information in a prioritized table with each document type relating to its risk category.
Select your highest priority documents in the source list and Start a review to analyze further and understand potential risks.
Craft a prompt to identify risks in each document.
Asking questions across a set of documents highlights conflicts that only emerge when documents are read together.
Copy this prompt
Are there any conflicts between the beneficiary designations, trust distribution provisions, and will instructions across these documents that could affect estate distribution or expose the executor to liability?
Use Analyze guided action to identify ambiguous provisions, contest vulnerabilities, and any clauses which may create risk for the executor or trustee.
More to explore
Creating a Consolidated Trusts & Estates Matter Memory
Use Case
Trust Agreements
Question List
Beneficiary & Distribution Review
Use Case