--- title: "KYE™ Estate Planning Authority Console™ — deterministic drafting, AI case checking, governed boundaries" description: "KYE™ Estate Planning Authority Console™ gives estate-planning advisers, managers, and supervising solicitors a single governed workspace: deterministic drafting against a versioned clause library, an AI Case Checker bounded by, and a regulated-boundary engine that decides who can sign what." url: https://kyeprotocol.com/products/estate-planning/ lang: en source: "KYE Protocol" --- > KYE™ Estate Planning Authority Console™ gives estate-planning advisers, managers, and supervising solicitors a single governed workspace: deterministic drafting against a versioned clause library, an AI Case Checker bounded by, and a regulated-boundary engine that decides who can sign what. KYE™ Estate Planning Authority Console™ # One governed workspace. Deterministic drafting, bounded AI, authority you can replay. Estate planning is regulated casework. Wills, LPAs, and simple trusts all sit on top of three brittle layers most firms still treat as separate: the fact-find that captures the client’s instruction, the drafting that turns instruction into document, and the authority chain that decides who can sign off what. KYE™ Estate Planning Authority Console™ collapses all three into one signed, replayable workflow. [Try the interactive demo](https://kyeprotocol.com/sandbox/demos/estate-planning/) [Apply for the Practice pilot](https://kyeprotocol.com/pilot-apply/) Talk to us What it is ## A productised governed-casework workspace for estate planning. - **Deterministic drafting.** The console assembles wills, LPAs, and simple trust deeds by mechanically applying a versioned Rule Set to a versioned Clause Library against a hashed Fact-Find. The same inputs always produce the same output — binary-identical, replay-verifiable from public keys alone. - **AI Case Checker, bounded.** A delegated agent under KYE™’s Constitutional Binding reviews each draft against a closed set of scope categories (executor validity, share arithmetic, jurisdiction match, capacity consistency, IHT red flags). It does not author. It cannot author. It returns a severity (green / amber / red) and findings only. - **Regulated boundary engine.** Every matter lands in one of six explicit states — _within adviser authority_, _manager review required_, _solicitor review required_, _outside scope_, _authority invalid_, _evidence insufficient_. The state is computed from the rule set, the case-check severity, and the acting adviser’s authority profile. No silent escalation. No silent override. - **Authority finality.** A matter is not ‘done’; it is _authorised final_, _review required_, _solicitor review required_, _evidence insufficient_, _authority invalid_, _outside scope_, or _post-facto invalid_. Every signing pack carries the bound chain (fact-find / draft manifest / case check / boundary decision) and an ed25519 signature against the issuer’s published JWKS. Why it matters ## Because regulators are coming for AI in regulated workflows. And rightly so. Estate planning is a high-trust, high-consequence service. A wrong residuary clause partial-intests an estate. A miswritten LPA strips a donor of recourse. An undisclosed AI assist breaches transparency duties. The current generation of generative tools optimises for fluency — not for accuracy, not for jurisdiction, not for authority. KYE™ Estate Planning Authority Console™ sits between the adviser and the document, makes the AI optional and bounded, and gives the principal, the manager, the supervising solicitor, and the regulator the same replayable evidence. Four pilot tiers, each ending in a signed evidence pack you can show your regulator ## Pick the tier that fits your practice. [Tier-1 / Custom For tier-1 banks, global insurers, and large-enterprise estate-planning arms. A 12-week pilot scoped under NDA; banking-grade controls; named partner engineer; on-site review options. **Contact for pricing.** Talk to the team → - NDA + scoping call set the boundary; custom SKU shape - Dual-channel sign-off on every irreversible - Named partner engineer + named back-up engineer - Quarterly attestation cadence (vs annual on the public ladder) - Regulator-defined evidence-retention windows (SRA / FCA / PRA) - On-site review options for the regulated-legal-arm handover](https://kyeprotocol.com/pilot-apply/) [Solo / Boutique For a single adviser or a firm of five or fewer fee-earners. One matter type (will or LPA), basic clause library, synthetic pilot data, four-week engagement. Apply for Solo → - Deterministic drafting on one matter type - AI Case Checker with the standard scope categories - Single-user workspace, no SRA-regulated workflow profile - Signed end-of-pilot evidence pack](https://kyeprotocol.com/pilot-apply/) [Practice For estate-planning practices of five to fifty fee-earners under a single regulated entity. Two or three matter types, full clause library configured to your house style, multi-user RBAC, six-week engagement. Apply for Practice → - Wills + LPAs + simple trusts - Full clause-library configuration to your house style - Adviser / manager / reviewer / read-only-auditor RBAC - Manager-review SLA tracked in the audit chain - Signed end-of-pilot evidence pack](https://kyeprotocol.com/pilot-apply/) [Network For franchise networks, multi-branch firms, and SRA-regulated legal arms. All matter types, SRA-regulated workflow profile, credential migration, audit-firm engagement integration, ten-week engagement. Apply for Network → - All matter types across every branch - SRA-regulated solicitor-review handover with co-signed envelope - Credential migration from your incumbent system, signed off by your DPO - Independent audit-firm sampling using Replay-Proof™ artefacts - Signed per-branch end-of-pilot evidence packs](https://kyeprotocol.com/pilot-apply/) _Pilot fees credit one hundred per cent against the first-year annual licence when signed within sixty days of pilot close-out._ Who it is for ## Principals, managers, supervising solicitors, and franchisees. - **Principal adviser.** You spend half your time triaging which matters you can sign off and which need to go up. KYE™ makes the rule explicit and computes the answer. - **Manager.** You sit between advisers and the regulated legal arm. KYE™ puts every escalation in one queue with the bound chain attached — no chasing emails for missing context. - **Supervising solicitor.** You take handovers from the firm’s non-solicitor advisers. KYE™ delivers each handover as a signed, replayable envelope co-signed by the originating branch manager. - **Franchisee / branch owner.** You answer to a network principal and to a regulator. KYE™ gives both the same evidence in the same format. ## Want to see it before you apply? [Open the demo](https://kyeprotocol.com/sandbox/demos/estate-planning/) Book a walkthrough Canonical KYE™ surfaces referenced on this page: [Evidence Pack™](https://kyeprotocol.com/evidence-pack/) · [KYE Protocol™](https://kyeprotocol.com/).