Estate planning & wills

Run will-writing and estate work from one calm workspace

Guided intake, clause-aware drafting, review queues, client messaging, and signing-ready exports—built for firms that take private client seriously.

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Built for professional teams

Private client firmsSolo practitionersCharities & trustsDocument teams

Encrypted in transitRole-based accessReview-first workflow

One workspace

Intake → draft → review → delivery

Three roles

Admin, writer, and client experiences

Fewer handoffs

Structured data and clear next actions

Product

Everything your practice needs to move matters forward

Deep workflows for wills and estate planning—not a generic task list.

Capture instructions once, use them everywhere

Guided intake and structured sections reduce back-and-forth. Writers see what’s complete, what’s missing, and what blocks the next draft.

Client-facing questionnaires aligned to your process
Clear completeness signals before you generate documents
Context that travels with the matter—not lost in email

Draft with confidence, clause by clause

Clause-driven building blocks help teams stay consistent across writers while still reflecting each client’s wishes.

Structured executors, beneficiaries, gifts, and trusts
Outputs ready for internal review and client sign-off
Versioning and review states your firm can rely on

Collaborate without losing control

Messaging, notifications, and review queues keep admins, writers, and clients aligned—without exposing the wrong data.

Workspace-scoped conversations tied to matters
Admin oversight of review and approval
Secure client portal for questionnaires and updates

Process

From first instruction to execution-ready pack

Three clear stages your whole firm can repeat on every matter.

Intake & structure

Create the client record, gather facts through guided sections, and lock in what the will must cover.

Draft & iterate

Build the will with structured forms, generate drafts, and loop in reviewers with a clear audit trail.

Approve & deliver

Finalize approved documents, package outputs for signing, and keep the client informed end-to-end.

Built for legal professionals

Security, workflow, and separation of duties—without slowing your team down.

Secure & compliant

Authentication, encryption in transit, and workspace isolation designed around sensitive client data.

Streamlined workflow

Clients, matters, drafting, review, and exports connected in one system of record.

Dual-portal design

Tailored experiences for staff and clients so everyone sees what they need—and nothing else.

Who it’s for

One platform across firms, writers, and clients

For firms

Centralise review queues, writer oversight, workload visibility, and document production—without fragmented spreadsheets or inboxes.

For writers

Guided intake, drafting cues, readiness checks, and client context so the next action is always clear.

For clients

A secure place to complete instructions, follow progress, and stay aligned with the solicitor handling their matter.

Social proof

Why teams standardise on a dedicated wills workspace

Illustrative examples of the outcomes firms target—your results will depend on your process and adoption.

“We stopped losing context between intake and final PDF. Reviewers finally see the same structured facts the writer used.”

Private client lead

Regional firm

“Clients complete questionnaires before the first meeting. That alone cut our ‘chase the detail’ emails dramatically.”

Managing partner

Solo & boutique practice

“Having admin, writer, and client views in one product makes training new staff much easier than our old patchwork.”

Operations manager

Document services team

See your next matter in a single timeline

Join teams that replaced ad-hoc email threads with structured intake, drafting, and review.

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Frequently asked questions

Ready to run will work from one place?

Bring intake, drafting, review, messaging, and final document production into a single structured workflow.

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