The problem today
- Estate planning software for attorneys usually arrives with its own clause library, and firms have their own for good reason.
- This works the other way round.
Will Drafting
Estate planning software built on your own will template
A client should not have to read a 58 page draft to tell you who their children are. They answer a short legal intake form instead.
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How it works
- Your template is read
- The client sees plain questions
- Conditional sections follow the answers
- The document generates
- The drafter reviews and files
What you get
- Client intake that clients actually complete
- A draft that arrives formatted rather than half typed
- Fewer transcription errors in a document that has to be right
- The same process for every client and every drafter
What it connects to: Word, your practice management system, and wherever the executed document is stored.
Is this the right fit for your firm?
Does our wording change?
No. The template is the specification.
What about joint wills and trusts?
Same approach, one template at a time.
Can clients complete it at home?
Yes. It is a web form.
How is this different from a will and testament template online?
Those serve a consumer writing their own will. This runs a practice that drafts them for clients.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101