Wise Legacy wills drafting

Use this tool for

Simple wills for a single client or a client with a partner, including executors, guardians and pet guardians; cash gifts; the residue to a partner, children or named people; substitutes; a right to reside; superannuation directions; overseas will wording; and signing for a blind will-maker or by mark.

Use your usual process for

Testamentary trusts, charitable trusts, options to buy shares, Advance Health Directives, and anything flagged "Outside this template" under For your attention.

What it does

Drafts Wise Legacy simple wills, for a single client or a client with a partner, from the client's details, using your own template wording. Where the client was silent, the middle panel asks the legal question and shows your default as an assumption; you confirm it or choose another outcome, and it becomes an instruction for that client. The tool then chooses your wording. Every clause shows where it comes from. Anything that needs your judgement appears under "For your attention".

How it keeps client information safe

• It runs in your web browser. Nothing you type is stored or sent anywhere.
• No AI is used to draft. The tool follows fixed rules built from your templates.
• Close the tab and everything is cleared. To keep a matter, save the client file on your own computer.

What's included

• Your Simple Template, single and partner versions.
• Your additional clauses: loan to a child, the firm's solicitor as last-resort executor, mutual wills agreement, Primary Residence and aged-care deposit definitions, cash gift to executors, allowing for children born later, overseas will wording, and signing arrangements for a will-maker who is blind or signs by mark.
• Importing a client's details from Cleo.
• Exporting the draft to Word, in your template's format.

How it was tested

Ten of your own wills (with every name and detail changed) were rebuilt by the tool and compared clause by clause. Of the clauses your template covers, 94% came out word for word. Every other difference has a known reason: wording from an older version of your template, a clause that isn't in the template yet, or a choice for you to make. A further over 7,000 combinations of client circumstances were checked automatically, with no errors.

What we propose

We build the next piece the same way: one workflow at a time, tested against your own documents before you use it. Possible next steps are the testamentary trust wills, the Advance Health Directive, or connecting the tool to Cleo and your team's workflows. We'll scope each one with you before starting.

Not yet included: planned for later rounds

• New template structures: testamentary trusts, a charitable trust, options to buy company shares, and further right-to-reside variations.
• Separate documents: an Advance Health Directive, and deeds for a blind person.
• Alternatives your template doesn't yet have wording for:
  • Executors deciding by majority, or a casting vote
  • A gift in thanks to an Executor that is paid only if they act, for one Executor or three or more
  • Forgiving a loan to a child
  • A share taken in stages, part at 21 and the rest at 25
  • A final fallback beneficiary if every residuary gift fails
  • Personal belongings and funeral wishes
  and others. Several appear in your past wills.