Streamline your legal workflow with intelligent automation. From document analysis to case summaries, CaseMark handles repetitive tasks so your team can focus on high-value work.
Showing 1-19 of 19 workflows (filtered from 731 total)
Draft Advance Health Care Directives in Minutes
A summary for financial matters
Draft Trust Property Assignments in Minutes with AI
Draft Certificates of Trust in Minutes with AI
Draft IRS-Compliant Charitable Remainder Trusts in Minutes
Draft Complete Deeds of Gift in Minutes
Draft Financial Power of Attorney Documents in Minutes
These provide overviews of legal issues affecting the elderly, such as estate planning, elder abuse, and healthcare rights, helping legal professionals and families make informed decisions.
summarize the process and status of administering an estate, including asset distribution, creditor settlements, and legal hurdles.
Draft Family Limited Partnership Agreements in Minutes
Draft Guardianship Nominations for Minors in Minutes
Draft HIPAA Release Forms in Minutes with AI
Draft Complete ILITs in Minutes, Not Hours
Draft Complete Wills in Minutes with AI Precision
Draft Pour-Over Wills in Minutes, Not Hours
Draft Compliant QPRTs in Minutes, Not Hours
Draft Complete Revocable Living Trusts in Minutes
Draft Third-Party Special Needs Trusts in Minutes
In estate planning, these documents summarize the plans for asset distribution, trust setups, and other arrangements post-death, making it clearer for beneficiaries and executors.