⚖️Probate eDiscovery Compliance Snapshot

Service Description

Probate and trust disputes often hinge on questions of capacity, intent, and influence. The Compliance Snapshot is a 90-minute consultation and diagnostic report designed to help executors, trustees, and probate litigators assess their readiness to handle digital evidence. What It Includes: ✔ Digital Evidence Mapping – Identify key sources of electronically stored information (ESI), including emails, texts, financial records, and cloud accounts linked to the decedent or fiduciaries. ✔ Preservation Strategy – Guidance on securing devices, preventing spoliation, and preserving online accounts. ✔ Risk Assessment Report – A concise, attorney-ready summary of compliance risks, potential data gaps, and recommended next steps. Why It Matters: ✔ Early insight reduces risk of spoliation claims. ✔ Saves attorneys and fiduciaries time by focusing only on the most relevant ESI. ✔ Builds defensibility in contested probate matters where digital communications are central. 💰 Ideal For: Executors, trustees, and attorneys seeking a fast, affordable way to evaluate digital evidence readiness in estate disputes.