Self-Serve tier

Generate a small-estate affidavit (successor's affidavit / summary administration) using the state-specific threshold and statutory form. Embedded threshold map for all 50 states. Determines whether the estate qualifies, what assets are eligible, and generates the affidavit plus

Cy pres doctrine + UPMIFA modification of charitable trusts and endowments — impossibility / impracticability / wastefulness, Attorney General as parens patriae, and donor-intent preservation. T3 tier.

Qualified-disclaimer triage under IRC §2518 + state Disclaimer Act — 9-month deadline, anti-direction rule, partial disclaimers, and Medicaid / creditor anti-disclaimer overlay. T2 tier.

Elder financial abuse civil action — CA WIC §15600+ enhanced damages, attorney fees, double damages, and state-by-state elder-protection-statute matrix. T3 tier.

Trustee fiduciary breach action — UTC §1001 + duty-of-loyalty / prudent-investor / impartiality / informed-decision; double damages, removal, surcharge, and self-dealing analysis. T3 tier.

Testamentary capacity challenge — knowledge-of-objects + nature-of-act + property-extent + plan-formation framework, lucid-interval doctrine, and medical-evidence integration. T2 tier.

Lost or destroyed will probate — presumption of revocation, conformed-copy admission, dependent-relative-revocation doctrine, and clear-and-convincing rebuttal evidence. T2 tier.

No-contest (in terrorem) clause enforcement triage — probable cause defense, state-tier matrix, direct vs indirect contest distinction, and pre-filing safe-harbor petition. T3 tier.

Pretermitted spouse + omitted child / heir statutory shares — UPC §2-301 + §2-302 + state-by-state map; rebuttable-presumption + intentional-omission language analysis. T2 tier.

Spousal elective share + augmented estate computation under UPC §2-203 + non-UPC state map; sliding-scale by marriage length, asset inclusion, and waiver analysis. T3 tier.

Late portability election under Rev. Proc. 2022-32 — automatic 5-year extension to elect DSUE for non-taxable estates; Form 706 simplified-filing requirements; Connelly v. United States analysis. T2 tier.

Standing defense in trust contests — interested-person test, contingent-beneficiary standing, intestate-heir standing, and motion-to-dismiss framework under UTC §1001 and state probate code. T2 tier.

Undue influence challenge framework — confidential relationship presumption, active procurement, suspicious circumstances, and burden-shifting under Estate of Sarabia and analogous state authority. T3 tier.