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AI Last Will & Testament Review

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Guided by Grayver Law Group
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Personal (PII) & Corporate Data Redacted Before AI
Free during early access

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 ($13.99M for 2025, sunsetting to ~$7M in 2026) and state estate taxes drive coordination needs

1-2 minutes*

Average Review Time

155+ compliance points analyzed*

Compliance Checks

Bank-level 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 (NY, FL, MI) 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 currently has an exemption of $13.99M (2025), scheduled to sunset to approximately $7M in 2026 unless Congress acts. State estate taxes (e.g., NY $6.94M threshold, MA $2M, OR $1M) 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.

How It Works

1

Upload Your Document

Upload your contract in PDF, DOCX, or TXT format

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

Verifies state execution formalities (witnesses, notary)

Tests pretermitted spouse / heir adequacy

Reviews tax coordination with state and federal estate taxes

Validates beneficiary designations vs. will provisions

Confirms 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

Hypothetical Case Study by Justee

Justee recently analyzed a 4-page will leaving "everything to my three children" with no contingent beneficiaries for a Massachusetts widow with $4.2M in assets, 3 adult children, 2 grandchildren, and a daughter from a prior marriage.

Issue Found: The daughter from the prior marriage was the testator's child within the meaning of MGL c.190B §2-302. The will did not name her, did not mention "former marriage" or "all children of testator." Under §2-302 omitted-child rule, she was entitled to a 1/4 share unless the will specifically excluded her. The Massachusetts estate tax threshold is $2M — the $4.2M estate would owe approximately $200K in MA estate tax with no planning. There were no contingent beneficiaries — if a child predeceased without children, partial intestacy would apply under MGL §2-103.

Justee Recommendation: We rebuilt the will: (i) named the omitted daughter and explicitly addressed inclusion or exclusion, (ii) added a Massachusetts QTIP-equivalent state-only credit shelter trust to use the $2M MA exemption, (iii) added contingent and lapse provisions naming grandchildren or charitable backups, (iv) added a no-contest clause, and (v) coordinated beneficiary designations on the testator's retirement and life insurance.

Generic "Three Children" Disposition

Problematic Language

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

Recommended Language

"I leave the residue of my estate to my children then living in equal shares per stirpes. For purposes of this Will, "my children" means [Name 1], [Name 2], [Name 3], and [Name 4 — the daughter from prior marriage] (or if she is to be excluded: "and I have intentionally chosen not to provide for [Name 4] in this Will, who is my daughter from a prior marriage; this exclusion is intentional and not by mistake or omission"). If any child predeceases me leaving issue surviving, the share of such deceased child shall be distributed to such issue per stirpes. If any child predeceases me without surviving issue, the share of such deceased child shall be added to the shares of my surviving children."

Why it matters: Naming all children — included or excluded — defeats pretermitted-heir statutes. Per stirpes language with explicit lapse provisions prevents partial intestacy.

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"Justee is redefining the legal document compliance process across all practice areas, transforming hours of work into minutes, while reducing stress and boosting accuracy."

Artem Dolukhanyan
Artem Dolukhanyan

Partner, Corporate Transactions at Grayver Law Group

AI Review vs. Manual Review

FeatureJustee AI ReviewManual Review
Review Time2-5 minutes2-4 hours
CostFree trial available$150-500+
Legal CitationsAutomaticVaries by reviewer
Clause SuggestionsIncludedExtra fee
Availability24/7 instantBusiness hours
* Comparison data represents estimates based on industry research and internal testing for typical contract types. Review times, costs, and accuracy percentages vary by document complexity, length, jurisdiction, and specific legal requirements. See full disclaimer below.

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

Not Legal Advice: The information and analysis provided by Justee AI is for general informational purposes only and does not constitute legal advice. While we strive to provide accurate and helpful information, our AI-powered service is not a substitute for professional legal counsel.

No Attorney-Client Relationship: Use of Justee AI does not create an attorney-client relationship. Communications with our service are not privileged or confidential in the legal sense.

Consult a Professional: For specific legal matters, we strongly recommend consulting with a qualified attorney licensed in your jurisdiction. Legal requirements vary by location and circumstances, and only a licensed attorney can provide advice tailored to your specific situation.

Performance Estimates (*): All statistics, metrics, and numerical claims on this page — including review times, cost comparisons, accuracy percentages, and database size — are estimates based on internal testing, industry research, and typical use cases. Actual results vary based on document type, complexity, length, jurisdiction, and other factors. Cost comparisons reference publicly available average attorney rates and are not guaranteed savings. "1M+ laws and regulations" refers to the breadth of Justee's reference database and does not imply that every provision is checked against every law for every document.

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

Depends on execution formalities. Justee verifies witness, signing, and self-proving affidavit compliance.

In some states (CA, TX). Not in NY, FL, MI. Justee identifies validity by state.

Children/spouses omitted unintentionally take statutory shares. Justee verifies all heirs are named or expressly excluded.

2025 exemption is $13.99M; sunsetting to ~$7M in 2026. Justee identifies tax-planning needs.

No. Wills with significant assets, blended families, or trusts merit specialized counsel. Justee accelerates the first pass.

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)
Our system achieves 100% detection of standard PII types and approximately 97% overall coverage. 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.

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Last updated: May 13, 2026

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