Estate Planning · V21

Your estate, extracted, generated, and guided.

Trusts, wills, POAs, and advance directives — pulled out of the drawer, structured by AI, and connected to the businesses they govern. 25 document types, zero re-typing.

HaraPro Estate Planning — estate value, exemption, composition, generated documents, and gifting tracker
Three ways in

Extract it. Generate it. Or build it from scratch.

However your estate plan exists today — a 47-page signed PDF, a half-finished idea, or nothing yet — HaraPro meets you there.

Extract · Drag a PDF

Drop a signed trust, will, or POA. The Estate Agent extracts every field — grantor, trustees, successors, beneficiaries, HEMS standards, GST elections — into a structured record in about 30 seconds.

Generate · Create documents

Generate deeds, assignments, trust amendments, and beneficiary letters from your structured estate data — no re-typing, no $400-an-hour drafting.

Guided build · Trust Wizard

Don’t have your documents yet? A state-aware wizard walks you through building them — pre-filled with your businesses, beneficiaries, and family tree.

What’s inside

Everything in Estate Planning.

AI document extractionSTARTER+

Drag any estate PDF; every field is extracted into an editable, auditable record in ~30 seconds.

Document generationPRO+

Generate deeds, assignments, trust amendments, and beneficiary letters straight from your estate data.

Trust Wizard (guided build)PRO+

A state-aware wizard that builds your trust, will, POA, and directives — pre-filled with your data.

25 document typesSTARTER+

Trusts, wills, POAs, advance directives, and personal property memos — full schema, every provision.

Estate dashboardSTARTER+

Gross and net estate, liabilities, life insurance, current and post-sunset exemption, and estate-tax exposure at a glance.

Exemption & gifting trackerPRO+

Annual exclusion and lifetime gifts tracked against your remaining exemption — with 2026 and post-sunset modeling.

Multi-state compliancePRO+

Witnessing, notarization, and execution rules validated per state, so your documents hold up.

Stored & versioned in File VaultALL PLANS

Every document encrypted, versioned, and never lost — amend a trust and the new PDF sits beside the original.

Business-to-estate linkingPRO+

Every document linked to the businesses, accounts, and assets it governs — not a static PDF in a drawer.

Complete coverage

25 document types. Every provision.

Full-fidelity estate management that doesn’t ask you to compromise — across every document your plan needs.

Trusts11 types

Revocable, Irrevocable, ILIT, GRAT, QPRT, SNT, CRT, CLT, QTIP, Dynasty, Testamentary. Full grantor / trustee / successor schema, HEMS standards, spendthrift & no-contest clauses, and tax elections.

Wills6 types

Simple, Pour-Over, Testamentary Trust and more — personal representative, guardians for minors, fiduciary powers, self-proving affidavit detection, specific bequests.

Powers of Attorney3 types

Durable POA, Health Care Surrogate, HIPAA Authorization — agents, successors, springing triggers, scope of powers, full validation.

Advance Directives3 types

Living Will, DNR / POLST, Funeral / Disposition — life-prolonging procedures, treatment preferences, and witness validation.

Personal Property Memo1 type

Recipients, item descriptions, spouse-predecease clauses, and last-updated dates — edit without re-notarizing.

Assignment of Property1 type

Transfer tangible personal property into your trust with a tracked, versioned assignment.

Why it’s different

Not a PDF in a drawer.

Extract, generate, and guide

Three ways in: drag a finished PDF, generate new documents, or build from scratch with a guided wizard.

Connected to your financial life

Every document links to the businesses, accounts, and assets it governs — and updates as they change.

Multi-state compliance, built in

Witnessing, notarization, and execution rules validated per state — so your plan actually holds up.

One platform

Works with the rest of HaraPro.

Get your estate out of the drawer.
Start free today.

Free forever for one business. No credit card. 14-day trial on every paid plan.

Start Free