Ethics & Responsible AI
Trust is a product feature
Our goal is simple: build AI-assisted estate tools that are useful, transparent, and safe.
AI assists — people decide
AI features support drafting and organization. Users remain in control of all final decisions and document outputs.
No legal-advice automation
AI content is informational and workflow-oriented. It does not replace legal counsel or a lawyer-client relationship.
Transparency by default
We disclose where AI is used and what it is intended to do, so users can make informed choices.
Privacy-first design
Sensitive estate data is treated as high-trust information with strict handling and access controls.
Human escalation paths
When a workflow is complex or ambiguous, we prioritize escalation to human support and external legal counsel where appropriate.
Continuous safety improvements
We regularly review product behavior, incident learnings, and user feedback to tighten safeguards over time.
What this means in practice
- Clear disclaimers where legal advice could be inferred.
- User-editable outputs before download or sharing.
- Strong account and access controls for sensitive records.
- Internal review cycles for quality, bias, and safety issues.