Winsighter Information

Winsighter is a California probate document preparation platform that replaces $10,000–$20,000 in statutory attorney fees with a flat-fee, technology-driven alternative — starting at $199. We use AI-assisted intake to capture estate data, generate structured California DE-series document packets, and connect families with independent, county-registered Legal Document Assistants who review and file on their behalf. Same legal outcome. A fraction of the cost. For families: We support seven probate and estate administration paths — Small Estate Affidavit, Petition for Succession to Real Property (AB 2016), Spousal Property Petition, Trust Administration, Affidavit of Death of Joint Tenant, Small-Value Real Property, and Agency Affidavit — with a free screener that identifies every applicable path in one session. For LDA professionals: We offer two engagement models — a referral model that delivers structured, pre-populated case packets to your dashboard with zero marketing overhead, and a backend model that powers your existing client intake with our document generation engine. Either way, you retain full independent professional judgment and the direct client relationship your license requires. Currently onboarding California LDA partners across all 58 counties. Founded by Alan Lai, Sacramento, CA. Paralegal certificate in progress. winsighter.com | winsighter.com/partners