Drag your Trust PDF. Every field extracted in 30 seconds. Every document tracked alongside your books, taxes, and entities.
You paid $4,000 for a Revocable Living Trust. It's a PDF on your attorney's portal. Your Durable POA is in a filing cabinet. Your Health Care Surrogate is on your fridge. Your Personal Property Memorandum? You meant to update it when your daughter got married.
Nobody knows who your successor trustee is. Nobody knows if your POA springs at incapacity or is effective immediately. Nobody knows if your Living Will was witnessed correctly.
Drag a PDF. Our Estate Agent extracts every field into a structured record you can edit, audit, and update.
Grantor, trustees, successors, beneficiaries, HEMS standards, spendthrift clauses, tax elections (portability, GST, QTIP).
Full trust schema plus irrevocability provisions, GST elections, and distribution standards. Covers ILIT, GRAT, QPRT, SNT, CRT, CLT, QTIP, Dynasty.
Personal representative, successors, pour-over linkage to your trust, specific bequests, fiduciary powers.
Personal representative, guardians for minors, fiduciary powers, self-proving affidavit detection, specific bequests.
Agent, successors, springing triggers, joint agents, scope of powers — financial authority with full validation.
Primary surrogate, alternates, effective date, scope limitations, decision-making authority.
Authorized recipients, scope of disclosure, expiration, revocation rights, patient signature detection.
Life-prolonging procedures, artificial nutrition, pain management, surrogate designation, witness validation.
Treatment preferences, physician signature, effective date, scope of resuscitation directives.
Primary representative, alternate, disposition method, preferences, pre-payment status.
Recipients, item descriptions, spouse-predecease asterisks, non-survival clauses, last-updated dates — edit without re-notarizing.
Every PDF you drop into HaraPro is stored encrypted and versioned — never lost. Amend your trust? The new PDF is stored alongside the original. Restate your POA? Full version history is one click away. Your attorney sends a revised Living Will? Upload it and HaraPro tracks the change.
Full-fidelity estate management that doesn't ask you to compromise.
Revocable, Irrevocable, ILIT, GRAT, QPRT, SNT, CRT, CLT, QTIP, Dynasty, Testamentary. Full grantor / trustee / successor schema. HEMS distribution standards. Withdrawal ladders. Spendthrift, no-contest, and survivorship clauses. Reserved powers. Tax elections (portability, GST, QTIP). Funding tracking.
Simple, Pour-Over, Testamentary Trust, Joint, Holographic, Mutual. Personal representative and successors. Guardian designations for minors. Fiduciary powers. Specific bequests. Pour-over linkage to trust. Self-proving affidavit detection.
Durable POA (financial), Health Care Surrogate (medical), HIPAA Authorization. Primary agent plus successors. Joint agents. Springing triggers. Scope control per power category. Effective-date tracking.
Living Will, DNR/POLST, Funeral/Disposition, Organ Donation Authorization, Psychiatric Advance Directive. Primary representatives, alternates, scope and limitations. Multi-principal support on Family Office tier.
Edit anytime without re-notarizing your trust. Recipient designation per item. Spouse-predecease asterisks. Non-survival clauses. Every entry auto-tracks its last-updated date. Finally, the estate tool for the things your trust instrument doesn't name.
The funding document that moves tangible property into your trust. Linked directly to the trust instrument and PPM so your entire chain of title is visible and current.
The Estate Planning Guides walk you through every document you need — Trust, Will, Durable POA, Healthcare Surrogate, HIPAA, Living Will, Personal Property Memorandum — with state-specific templates, in-app guidance, and your existing entities and beneficiaries pre-filled.
Most multi-entity owners and HNW families don't have a complete estate stack — they have a trust from 2014, no Durable POA, an outdated Living Will, and no Personal Property Memorandum at all. The Guides close those gaps without sending you back to a $4,000 attorney engagement.
Other estate tools generate documents. Then they leave you alone. HaraPro tracks the documents alongside the entities, accounts, and assets they govern.
Your Revocable Living Trust is linked to the holding company it owns and the brokerage account it funds.
Your Durable POA shows up next to the accounts your agent can access — and the scope of what they can do.
Your Personal Property Memorandum tracks the vehicles and valuables you've designated to each recipient.
Your Health Care Surrogate is visible to the family members you've named — with audit trail on every change.
HaraPro's estate templates and validation rules support multi-state compliance — including formal trust titling, certification of trust, trustee affidavits, self-proving affidavit detection, fiduciary powers, durable POA validity, health care surrogacy rules, and HIPAA authorizations.
Our validation engine flags missing witnesses, improper notarization, and state-specific requirements before you file.
| LegalZoom / WealthCounsel | Attorney's portal | Google Drive | Your drawer | HaraPro | |
|---|---|---|---|---|---|
| Generates the document | ✓ | ✓ | — | — | — use your attorney |
| Extracts fields from your PDF | — | — | — | — | ✓ |
| Tracks successor trustees | — | — | — | — | ✓ |
| Links to your entities | — | — | — | — | ✓ |
| Tracks beneficiaries | — | — | — | — | ✓ |
| Version history | PARTIAL | PARTIAL | — | — | ✓ |
| Editable PPM (no re-notarize) | — | — | — | — | ✓ |
| Sits next to your books & taxes | — | — | — | — | ✓ |
2 estate documents total. Good for testing the extraction workflow on your existing documents.
Full estate module. 3 trusts, 3 wills, 3 POAs, 3 directives. 5 AI extractions per month. Personal Property Memorandum included.
Unlimited everything. Unlimited documents. Unlimited AI extraction. Multi-principal directives. Multi-user access.
Start free and connect your first entity in minutes. Upgrade to Pro when you're ready to extract your first Trust PDF.
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