"You just had your first baby. You realize you have no will, no guardianship plan, and no idea what would happen to your child if something happened to both parents."

Tell Lewiz about your family situation — your assets, your wishes, who you want to care for your child — and get a basic will created through a guided conversation.

Conversational will creation

Designate beneficiaries & guardians

Lewiz explains legal implications

Store securely in Vault

"Your brother lent you $5,000. It was a handshake deal, but now holidays are awkward because there’s no clear repayment plan."

Lewiz creates a fair, legally binding loan agreement that protects both sides. Define the loan amount, repayment schedule, interest (if any), and what happens if either party can’t pay.

Clear repayment schedule

Optional interest terms

Default/hardship clauses

Smart Link sharing for review

"You and your partner are separating, and you need to decide who will have primary custody and how decisions about your child’s education will be made."

Lewiz walks you through creating a comprehensive guardianship designation and parenting plan. It covers custody, decision-making, and visitation schedules.

Step-by-step guided creation

Covers custody & visitation

Emergency protocols

Negotiate via Smart Link

"You’re moving in with your partner. You want to be clear about what happens with finances and belongings if things don’t work out."

Lewiz creates a clear, respectful cohabitation agreement that covers shared expenses, property ownership, and financial responsibilities.

Defines shared vs. individual property

Covers rent split & utilities

Separation terms

Both partners review via Smart Link

"You’re getting married and your partner has significant student debt. You want to have an honest conversation about finances."

Lewiz helps you create a fair, balanced prenuptial agreement through a guided conversation. It covers pre-marital assets, debt allocation, and property division.

Conversational will creation

Conversational will creation

Conversational will creation

Conversational will creation

"Your aging parent was diagnosed with a serious illness. You don’t know where to start with medical directives."

Lewiz guides you and your parent through creating a medical power of attorney and a healthcare directive (documenting treatment preferences).

Designate healthcare decision-maker

Document treatment preferences

End-of-life wishes

Share with doctors via Smart Link

"Your elderly father asked you to manage his finances while he recovers from surgery. You need legal authority to pay his bills."

Lewiz creates a financial power of attorney that gives you specific, limited authority to act on your father’s behalf.

Specific or general financial powers

Bill payments & bank access

Springing or immediate activation

Expiration reminders in Vault

"A friend asked you to co-sign a loan agreement. You’re not sure what you’d actually be liable for. The document is 8 pages of legalese."

Upload the document to Binding Docs and Lewiz scans every clause. You get a plain-English executive summary and Traffic Light risk scores.

Plain-English summary

Traffic Light risk scoring

Explanation of liabilities

AI-suggested modifications

"You and your ex are splitting up and can’t agree on who keeps the dog. You want a fair arrangement without going to court."

Lewiz drafts a pet custody agreement that covers primary custody, visitation schedules, shared expenses, and medical decision-making.

Primary custody & visitation

Shared expense allocation

Medical decision-making

Relocation provisions