Drafts Wise Legacy simple wills, for a single client or a client with a partner, from the client's instructions, using your own template wording. Every clause shows where it comes from. Anything that needs your judgement appears under "For your attention", above the draft.
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 client's instructions, save them as a 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 7,091 combinations of client circumstances were checked automatically, with no errors.
What's next
Quick decisions for you: which overseas wording you prefer, whether the ex-partner clause should be included, and whether the "signing by mark" wording is for wills or deeds.
New structures for your template: testamentary trusts, a charitable trust, right to reside, and an option to buy company shares.
Separate documents: an Advance Health Directive, and execution of deeds for a blind person.
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.
Instructions
Draft will
These are the firm-wide choices the tool makes where your template doesn't say what to do. They apply to every will. Change one and any open draft updates.
Changes last for this session only. Save them as a small file on your own computer, the same way clients are saved, and open it next time.
