Sushii Legal · Trusts & Estates

Evelyn wants one clear path through estate planning.

Inspect the starting Recipe See the reference implementation ↗

Evelyn is a fictional composite used to explain the Trusts & Estates product experience. She is not a real client, and this story does not describe a real legal result.

Her goal is simple.Make difficult planning decisions with counsel, give the firm the facts and records once, understand what still needs attention, review the actual work with her lawyer, and leave with a clear follow-up path.

This is an illustrative software workflow, not legal advice.

The human problem

The decisions are personal. The process should not feel fragmented.

Evelyn may be thinking about family, property, fiduciaries, beneficiary designations, health-care choices, powers of attorney, prior documents, signing, and what still needs to happen afterward. She should not have to become the project manager for the legal process just to keep those pieces coherent.

Fictional planning client · synthetic example

She wants clarity without giving software the lawyer's job.

Evelyn wants to know what the firm needs from her, where her records belong, which questions remain open, and when a draft is actually ready for her to review. She does not need to understand the database, workflow engine, document assembly system, or AI tools underneath that experience.

“Let me answer the questions once, see what is still missing, and make the important decisions with my lawyer before anything is treated as final.”

Start with the matter

One place for the people, questions, records, and next step.

The matter becomes the durable home for the engagement. Evelyn should be able to understand what counsel needs, what has arrived, and what still requires attention without reconstructing the file from email and memory.

Gather draft facts carefully

Guided questions can help without turning answers into legal truth.

Interviews can collect draft facts and preferences, preserve partial progress, and reduce repetition. Those answers remain draft inputs until counsel reviews what may actually be relied on.

Keep judgment human

The lawyer decides what the plan means.

Software can organize information, prepare candidate language, and assemble attorney-selected templates. Conflict decisions, capacity judgments, fact attestation, instrument selection, substantive legal conclusions, and final advice remain with counsel.

The desired future

A legal workflow the client can understand without learning the stack.

The reusable idea is not one firm's templates or one jurisdiction's legal conclusions. It is the shape of responsible legal work: client authority, draft facts, records, attorney judgment, review, release, execution, and follow-up.

Sushii Legal response

Trusts & Estates — Estate Plan Recipe

Start with a complete workflow pattern, adapt it to the firm and matter, and keep the line between software assistance and legal authority visible throughout.

clear next stepprivate matter recordguided draft factsattorney attestationreview before releasesigning + follow-up

Open the starting Recipe

Progressive disclosure · now the workflow

Nine stages keep the work moving without collapsing authority.

Different firms can use different document templates, signing providers, storage, research tools, and model providers. The workflow still preserves the same basic authority pattern.

Matter entry

Create or select the authorized matter and client-safe workspace.

Conflicts and scope

Counsel resolves representation structure, conflicts, scope, and any capacity or undue-influence concerns.

Engagement and portal

Establish the engagement, secure client access, and the initial records request.

Guided interviews

Collect draft facts and preferences while preserving partial progress.

Records

Gather prior plans, deeds, beneficiary information, account or business summaries, and other matter-specific support.

Attorney-attested facts

Normalize the record, surface gaps, and let counsel decide which facts may be relied on.

Planning and drafting

Counsel chooses the legal approach; software may assist with research, candidate language, and assembly.

Attorney review

Review and correct the actual work product before any client release.

Release, signing, follow-up

Share only approved material, coordinate execution, and keep remaining funding or follow-up work visible.

The authority boundary

Software can carry work forward. Counsel decides what the law means.

Sushii Legal is software. It can make a complex legal workflow more coherent and inspectable. It does not become the attorney-client relationship or inherit the professional judgment of the lawyer.

Software may

Gather draft facts and preserve partial progress.
Organize records and show what is still missing.
Normalize names, relationships, roles, and document references for review.
Assist bounded research and drafting.
Assemble attorney-selected templates and candidate language.
Track workflow, review, release, signing, and follow-up state.

Counsel decides

Conflicts, representation structure, and legal scope.
Capacity, testamentary intent, undue-influence concerns, and legal suitability.
Which facts are attorney-attested and may be relied on.
Which instruments, clauses, and planning techniques are appropriate.
Substantive legal conclusions and final legal advice.
Whether work product is approved for client release.

Only now the product architecture

One public story. Three different authorities.

The public story is deliberately simpler than the implementation. Each layer has a different job, and none is allowed to silently take over the authority of another.

Reusable product

Sushii Legal

The legal-domain workflow product: reusable patterns, product interfaces, and bounded legal-work infrastructure.

Reference deployment

Moye Law OS

The operating environment where the pattern is exercised and refined. Client-specific evidence remains inside the owning matter.

See the synthetic reference specimen ↗

Practicing-law authority

The law firm

The participating firm and its authorized lawyers own the attorney-client relationship, legal advice, professional judgment, privilege decisions, and client release.

Inspect how it is assembled

The technical Recipe lives in Sushii Kitchen.

Kitchen exposes the reusable starting architecture behind this example. It does not own the legal workflow, client matter, privilege, attorney review, or practicing-law authority.

Continue to Kitchen