A disciplined legal process — engineered, not improvised.
WealthGuard runs the same meticulous process a top attorney would, encoded so nothing is skipped and every decision is explainable.
Answer a guided legal interview
A deterministic, one-question-at-a-time interview that adapts to your jurisdiction and asset profile — business interests, equity, real estate, crypto, royalties, trusts, inheritances and children. Every question explains why it is asked and what it protects.
We gather the facts your agreement needs
The Legal Facts Engine captures exactly the legal facts your selected agreement requires. Completeness, disclosure and jurisdiction readiness are tracked live — nothing important is left missing.
State-specific rules are applied automatically
The State Rules Engine applies jurisdiction requirements for disclosure, timing, formalities and counsel — so the document is tailored to where it must hold up, not a generic national template.
Disclosures and schedules are generated
Required financial disclosures and supporting schedules are produced for you. Full and fair disclosure is treated as a first-class requirement, because incomplete disclosure is where agreements fail.
Your agreement is compiled
After an enforceability review, the Document Compiler assembles a complete package from a versioned clause library — agreement, schedules, disclosures, memoranda and execution guidance — fingerprinted for attorney review.
Eleven engines, one deterministic pipeline.
Adaptive Legal Interview
Legal Facts Engine
State Rules Engine
Financial Disclosure Engine
Child Rules Engine
Validation Pipeline
Enforceability Review
Clause Compiler
Document Compiler
Life Event Monitoring
Legal Update Monitoring