PLENA Capacity Attestation Packet

Settle capacity at signing — not in court.

The contested question in nearly every will dispute is the same: was the testator competent at the moment of signing? The PLENA Capacity Attestation Packet is a standalone evidence kit that resolves it on the record, in the moment — by named witnesses, by a clinician, by visible recorded behavior — instead of relitigating it years later when the testator is gone and only the document remains. It is the first layer of the PLENA Inheritance Protocol, available on its own, designed for the estate planning lawyer who wants an effectively uncontestable will today without migrating the client to a full protocol.

What's inside the packet.

Four components, captured together at the moment of signing and packaged for filing alongside any will, in any jurisdiction.

1

Bio-ID

Biometric identity confirmation ties the signing to the actual testator, so the identity of the person who signed is not in question later.

2

Two-witness sign-off

Two named witnesses attest to the signing on the record — who they are, that they were present, and what they observed.

3

Medical capacity attestation

A clinician's capacity sign-off records a professional judgment of competence at the moment of signing, on the record.

4

Recorded capacity narrative

A recorded narrative captures the testator's competence in visible, reviewable behavior — primary-source evidence rather than after-the-fact reconstruction.

The contested question — was the testator competent? — is resolved on the record, by named witnesses, by a clinician, by visible recorded behavior, in the moment, not relitigated years later.

Why a will fails on capacity.

Wills are contested over capacity and interpretation, not authenticity. A traditional will does almost nothing to settle the capacity question in advance — the packet does.

Without the packet

Capacity is argued after death, from memory, medical records assembled in hindsight, and the impressions of people who may have an interest in the outcome. The dispute can drag through court for years, and the testator can no longer speak to it.

With the packet

Capacity is documented at the moment of signing — identity, witnesses, a clinician's judgment, and recorded behavior, all captured together. The evidence a court would want is created when it is still possible to create it, and attached to the will for filing.

For estate planning lawyers.

The packet is built to attach to your existing practice, not to replace it.

  • Attaches to a traditional will in any jurisdiction — the packet is filing-ready evidence, not a competing instrument.
  • Strengthens, rather than replaces, the role of the drafting attorney, witnesses, and the clinician.
  • Available independently of the full PLENA Inheritance Protocol, so a client can be protected on capacity today without a larger migration.
  • Designed for direct integration with the client's existing estate planning attorney.

The first layer of a larger protocol.

The Capacity Attestation Packet is layer one of the PLENA Inheritance Protocol — identity and capacity attestation. The full protocol adds intent and beneficiaries, a comprehensive asset graph including crypto custody, and multi-custodian versioning and trigger mechanics. Start with the packet; grow into the protocol when the client is ready.