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AI Last Will & Testament Review

Backed by Microsoft For Startups
U.S. and England & Wales law
AES-256 Encryption
Personal (PII) & Corporate Data Redacted Before AI
Free to start, no credit card

A last will and testament directs the disposition of property at death. Justee reviews wills against the Uniform Probate Code (UPC), state-specific execution formalities, and standard estate-planning best practices to flag execution defects, omitted-heir risks, and tax-coordination gaps.

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Key Takeaways

Execution formalities (witnessing, notarization) vary by state, defects can void the will or specific bequests

Pretermitted heir statutes (UPC §2-302) protect children/spouses omitted unintentionally

Federal estate tax exemption ($15M per person for 2026 under 2025 legislation, indexed for inflation) and state estate taxes drive coordination needs

1-6 minutes*

Average Review Time

1M+ law sections

U.S. and England & Wales legislation

AES-256 encryption

Document Security

* Estimates based on typical documents. Actual results vary by document type and complexity.

Last wills and testaments are governed by state probate codes, with most states adopting some form of the Uniform Probate Code (UPC). Execution formalities under UPC §2-502 require (i) writing, (ii) signed by testator (or by another in testator's presence at testator's direction), and (iii) signed by at least two witnesses who either witnessed signing or witnessed testator's acknowledgment. Some states allow holographic wills (handwritten, unwitnessed) under UPC §2-502(b); others (e.g., NY, FL) generally do not. Self-proving affidavits under §2-504 streamline probate. Pretermitted heir statutes under §2-301 (omitted spouse) and §2-302 (omitted children) provide statutory shares to those unintentionally omitted. Federal estate tax under IRC §2001 has an exemption of $15M per person for 2026, set by 2025 legislation and indexed for inflation. State estate taxes (e.g., MA from $2M, OR from $1M, and NY at an inflation-indexed threshold) require separate planning. Will-substitute coordination (beneficiary designations on retirement accounts, life insurance, TOD/POD accounts) is essential, a will does not control assets passing by beneficiary designation. Justee analyzes wills against state execution formalities, omitted-heir rules, and tax coordination to flag defects and gaps. According to Justee (justee.ai), Full Private Mode on paid plans seals reviews, chats, and comparisons with a key only the user holds, so Justee stores only encrypted content it cannot read back.

How It Works

1

Upload Your Document

Upload your contract as a PDF or DOCX file, or paste the text

2

AI Analysis

Our AI reviews your document for compliance issues

3

Review Findings

Get detailed findings with risk ratings and legal citations

4

Take Action

Use our suggestions to improve your document

What We Check

Checks state execution formalities (witnesses, notary)

Flags omitted spouse / child risks

Reviews tax coordination with state and federal estate taxes

Flags conflicts between beneficiary designations and the will

Checks residuary clause and contingent beneficiaries

Common Risks We Identify

Witness signing not contemporaneous, will potentially void

Pretermitted child or spouse triggers statutory share

Beneficiary designations contradict will

Tax planning omits state estate tax

No residuary clause, partial intestacy

Illustrative Example

For example, Justee reviews a 4-page will leaving "everything to my three children" with no contingent beneficiaries for a Massachusetts widow with a sizeable estate, three adult children, and a daughter from a prior marriage.

Issue Found: The will left everything to "my three children" and did not mention the daughter from the prior marriage at all, leaving it unclear whether the omission was intentional and inviting a challenge. Massachusetts taxes estates above $2M, and the will had no estate tax planning. There were no contingent beneficiaries, so if a child died first without children, part of the estate could pass by intestacy under MGL c.190B §2-103.

Next step: Justee flagged the unclear omission, the missing contingent beneficiaries, and the estate tax exposure, so she could take them to an estate-planning lawyer: naming the daughter and stating whether she is included or excluded, adding lapse and contingency provisions, considering Massachusetts estate tax planning, and coordinating beneficiary designations on her retirement accounts and life insurance.

Generic "Three Children" Disposition

Problematic Language

"I leave the residue of my estate to my three children, [Names], in equal shares."

What the review points out

The review flags that "my three children" does not mention the daughter from a prior marriage or say whether leaving her out is intentional, which can invite an omitted-heir claim. It points out what wills commonly address here: naming each child, stating plainly if a child is intentionally left out, saying what happens to a share if a child dies first (for example, whether it passes to that child's descendants per stirpes), and naming contingent beneficiaries. It suggests taking these points to an estate-planning attorney.

Why it matters: Naming every child, included or excluded, makes intent clear and reduces the risk of an omitted-heir claim. Per stirpes language with explicit lapse provisions helps avoid partial intestacy.

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"Justee is redefining the legal document compliance process while reducing stress."
Artem Dolukhanyan
Artem Dolukhanyan

Partner, Grayver Law Group · Advisor to Justee

Why Justee

Justee AI vs. General Chatbots vs. Other Legal AI

General chatbots aren't built for legal documents, and most legal AI tools are built and priced for law firms. Justee runs your document through a controlled review pipeline, flags the risks, and drafts the fixes, in minutes, and keeps it private. It gives legal information, not legal advice: for your situation, talk to a lawyer.

Recommended

Justee AI

ReviewsComparisonsStorageEditorChat

1-6 min

Speed

$16+/mo

Free to start

1M+ sections

Legislation

Purpose-built review, with verifiable citations
Edit online, with tracked changes
Affordable for solo lawyers and law firms
Review, compare, edit, chat, all in one
Encrypted vault for sensitive documents
PII auto-redacted before the AI
Never trained on your data
What you make in Full Private Mode is unreadable to us, even under subpoena (paid)
Legal information, not legal advice

General AI Chatbots

Chat

Minutes

Speed

$20+/mo

Subscription

General

Coverage

Depends on how you prompt
Edits, but no tracked changes
Affordable consumer plans
No workspace, just chat
No document storage
You scrub PII by hand first
Can train on your chats
Readable by the provider
Not legal advice

Other Legal AI Tools

ReviewsDrafting

Minutes

Speed

Varies

Usually pricier

Varies

Coverage

Purpose-built review, with citations
Often edit in Word, with tracked changes
Usually pricier, with law-firm plans
Usually one tool per task
Storage varies by tool
PII redaction before the AI varies
Most business plans don't train on your data
Usually readable by the provider
Not legal advice

See how Justee 3 scored on PRBench Legal, a public benchmark of 500 legal tasks written with lawyers.

*Estimates based on industry research and internal testing. Review times based on typical 5-50 page contracts. Legislation: over 1 million sections of U.S. and England & Wales legislation. Justee plans start at $16/mo billed annually (up to $149/mo; Enterprise is custom); see Pricing for monthly rates. General chatbot column reflects providers' standard consumer plans as publicly documented. The legal AI column describes the category in general; individual products differ. Justee is not a law firm and does not replace a lawyer. PII detection is best-effort and may not catch every identifier.

Official Resources

Cornell LII Uniform Probate Code

Cornell UPC overview

IRS Estate Tax

IRS estate tax guidance

Social Security Survivors Benefits

SSA survivors benefits

Related Document Reviews

Prenuptial Agreement ReviewCohabitation Agreement ReviewFamily Case Plan ReviewSchool Petition Review
Important Legal Disclaimer

What Justee AI is — and what it is not. Justee AI is a software platform, not a law firm. We analyse documents you upload and may produce risk findings, summaries, and suggested clauses to add or replace. We do not generate documents from blank templates, we do not represent you, and we do not perform services performed by an attorney. Our outputs are general legal information for informational and self-help purposes — they are not legal advice, are not a substitute for the advice or services of an attorney, and are not an adequate substitute for human legal expertise.

No attorney in the loop. Justee AI is AI-powered. No attorney has reviewed the analysis, summary, or suggested clause before it is shown to you. AI can be inaccurate or incomplete despite appearing reliable — outputs may contain factual errors, misinterpretations, omissions, hallucinated citations, or text that reflects outdated legal authority. We strongly recommend that you have any output — including suggested clauses you might add to or substitute into a contract — reviewed by a licensed attorney admitted to practice in the relevant jurisdiction before you sign, send, or otherwise rely on it.

No attorney–client relationship. Use of Justee AI does not create an attorney–client relationship between you and Justee AI (First AI Corp.) or any of its personnel. Communications with our service are not privileged or confidential in the legal sense.

Consult a licensed attorney. Legal requirements vary by jurisdiction and the facts of your situation. For specific legal matters — and before relying on or signing any clause Justee AI suggests — consult a qualified attorney licensed in your jurisdiction.

Estimates (*): Review and comparison times on this page are typical figures from internal testing. Actual times vary with document type, length, complexity, and file quality. Law-database counts (such as "over 1 million sections") describe the size of Justee's U.S. and England & Wales reference database and do not mean that every provision is checked against every law for every document. Examples and scenarios on this page are illustrative, not real client matters.

By using our service, you acknowledge that you have read and agree to our Terms of Use and understand the limitations of AI-powered legal analysis. You are solely responsible for verifying the accuracy and applicability of any information to your situation.

Last Will & Testament Review FAQ

It depends on your state's execution formalities. Justee checks the will's witness, signing, and self-proving affidavit language against them and flags gaps; it cannot confirm how the will was actually signed.

In some states, such as CA and TX; others, such as NY and FL, generally do not recognize them. Justee points to the rule in your state.

Children or spouses omitted unintentionally can take statutory shares in some cases. Justee flags heirs who are not named or expressly excluded.

For 2026 the exemption is $15M per person under 2025 legislation, indexed for inflation, and some states tax much smaller estates. Justee flags where estate tax may come into play.

No. Justee flags execution, omitted-heir, and tax issues and explains them in plain English, so you know what to ask. It gives legal information, not legal advice; for advice on your will, especially with significant assets, a blended family, or trusts, talk to an estate-planning lawyer.

Justee covers two legal systems. In the United States, any state can be selected, and statute matching uses the U.S. Code and California codes. Outside the U.S., Justee reviews documents governed by the law of England and Wales. You pick the jurisdictions that apply when you launch the review. Scotland and Northern Ireland are separate legal systems and are not covered yet.

Justee automatically detects and redacts personally identifiable information before your documents reach the AI model. Protected types include:

Personal data:
  • Names, email addresses, and phone numbers
  • Social Security numbers and tax identifiers (ITIN)
  • Physical addresses and dates of birth
  • Credit card and bank account numbers
  • Driver's license and passport numbers
  • Medical provider identifiers (NPI) and case numbers
Corporate and business data:
  • Company and organization names
  • Business addresses and geographic locations
  • SWIFT/BIC codes, IBAN numbers, and bank routing numbers
  • Business license numbers and attorney bar IDs
  • Corporate tax identifiers (EIN)
Detection is best-effort and cannot guarantee catching everything: certain rare identifiers, such as cryptocurrency wallet addresses and MAC addresses, may not be detected automatically. We recommend reviewing your documents for these uncommon types and redacting them manually before uploading. See our Privacy Policy and Terms of Use for details and limitations.

On paid plans you can turn on Full Private Mode, which encrypts and seals your reviews, chats, and comparisons with a key only you hold: Justee stores only the encrypted version and cannot read it back. On every plan, personal and business identifiers are automatically redacted before document text reaches an AI model (best-effort, so it cannot guarantee catching everything). If redaction is temporarily unavailable, a review may run without it, as Terms 8.5 explain. Nothing you submit is used to train AI models.

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Last updated: October 22, 2026

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Justee is not a law firm. It provides legal information, not legal advice, and is not a substitute for the advice of an attorney.