Will drafting, trust administration, and lasting powers of attorney demand precision, consistency, and absolute confidentiality. Our private AI drafts from your house precedents, logs every decision, and never exposes a client’s personal or financial data to the outside world.
AI retrieves and assembles clauses from your firm’s trusted will precedents, adapting to the client’s family structure and wishes. Every clause is traceable — no free‑text hallucination.
Generate bespoke trust deeds and administrative documents (minutes, deeds of appointment/retirement) using only your approved forms. The data stays within your secure network.
Automatically produce estate accounts and inheritance tax calculations from uploaded asset schedules, with AI cross‑checking against reliefs and exemptions — all processing is offline and confidential.
AI creates structured letters of wishes from client questionnaires and solicitor notes, ensuring the testator’s intentions are accurately reflected without exposing private sentiments to a public model.
Draft LPAs quickly and consistently, pulling in standard clauses from your firm’s bank and filling personal details securely from your CRM system.
Model the tax and practical outcomes of different gifting and trust strategies for clients, using only the information provided within the firm’s secure environment.
In private client work, a single drafting error can have lifelong consequences. We keep your precedent bank as the single source of truth, using AI only for retrieval and assisted drafting.
Document assembly from your precedent bank. Zero generative AI risk.
Used sparingly, only for retrieving and amending short clauses from precedents.
AI‑assisted clause selection combined with bulletproof automation.
Request a free AI risk audit. We'll evaluate your current AI use, highlight any data protection gaps, and design a private, precedent‑led AI system tailored to wills, trusts, and estates.
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