Drafting a comprehensive Last Will and Testament manually requires hours of careful attention to statutory requirements, proper clause formatting, and coordination of multiple beneficiary provisions. Attorneys must ensure compliance with state-specific execution formalities while managing client revisions and maintaining consistency across complex bequest structures. The repetitive nature of will drafting takes valuable time away from client counseling and strategic estate planning.
Drafting a comprehensive Last Will and Testament requires extensive knowledge of state-specific execution requirements, careful attention to family dynamics, and precise legal language to avoid contests or invalidity. Attorneys spend hours gathering client information, researching statutory requirements, and drafting complex dispositive provisions while ensuring proper fiduciary appointments and protective clauses. Manual drafting is time-consuming, prone to omissions, and requires constant verification of state law compliance.
CaseMark automates the entire will drafting process by intelligently gathering client information, analyzing uploaded estate planning documents, and generating comprehensive, state-compliant testamentary documents. The AI ensures all required provisions are included—from executor appointments to self-proving affidavits—while maintaining consistency with applicable state law. Attorneys receive a complete, professionally formatted will ready for client review and execution in minutes instead of hours.
This workflow is applicable across multiple practice areas and use cases
Family law attorneys need to draft wills for divorcing clients to ensure estate plans reflect post-divorce intentions and protect children from previous marriages.
Divorce proceedings often require immediate will updates to remove ex-spouses as beneficiaries and personal representatives, making will drafting a critical ancillary service in family law practice.
Non-profit attorneys assist donors in drafting wills that include charitable bequests to organizations, requiring efficient will preparation with proper beneficiary designation clauses.
Planned giving programs at non-profits often involve helping supporters include charitable provisions in their wills, making streamlined will drafting valuable for non-profit legal counsel.
Corporate attorneys advising business owners need to draft wills that address succession planning for closely-held businesses and transfer of ownership interests.
Business succession planning requires coordinating corporate governance documents with personal estate plans, making will drafting an essential component of comprehensive business planning services.
You'll need the testator's full legal name, residence details, marital status, information about all children (including minors), and desired beneficiaries. Additionally, provide nominations for personal representative (executor) and guardians for minor children if applicable. Any prior wills, trust agreements, or prenuptial agreements should also be uploaded to ensure consistency and proper revocation language.
CaseMark incorporates state-specific execution requirements, including the correct number of witnesses, attestation clause language, and self-proving affidavit format for your jurisdiction. The system accounts for community property rules, elective share rights, pretermitted heir statutes, and other state-specific provisions. All generated documents include proper statutory references and comply with your state's probate code requirements.
A self-proving affidavit is a notarized statement signed by the testator and witnesses at the time of will execution. It allows the will to be admitted to probate without requiring witnesses to appear and testify, significantly streamlining the probate process and reducing costs. CaseMark automatically includes the proper statutory language for your state's self-proving affidavit, ensuring it will be recognized by probate courts.
Yes, CaseMark is designed to address complex family dynamics including children from prior marriages, stepchildren, and intentional exclusions. The system prompts for all necessary information to draft appropriate inclusion or exclusion language, ensures compliance with pretermitted heir statutes, and can incorporate no-contest clauses where appropriate. The AI also considers prenuptial agreements and elective share rights that may affect dispositive provisions.
CaseMark generates a comprehensive, state-compliant Last Will and Testament in approximately 12 minutes after you provide the required client information. This includes all necessary provisions such as executor appointments, guardian nominations, specific bequests, residuary clauses, administrative powers, and properly formatted execution pages with self-proving affidavit. The traditional manual drafting process typically takes 3.5 hours or more.