Last Will

Draft State-Compliant Wills in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Prior Wills or Codicils
Asset Inventory
Family and Beneficiary Information

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Last Will and Testament skill automates the drafting of state-compliant wills by conducting structured intake on family structure, assets, fiduciary nominees, and existing estate plans. It produces comprehensive testamentary documents that coordinate with trusts, beneficiary designations, and non-probate transfers. The result is a polished, jurisdiction-aware will ready for attorney review and client execution.

Drafting a Last Will and Testament requires meticulous attention to state-specific formalities, careful coordination with existing estate planning instruments, and thorough intake across family structure, assets, and fiduciary preferences. Manual drafting is time-intensive, error-prone, and risks inconsistencies with trusts, beneficiary designations, and non-probate transfers that can lead to costly probate disputes.

CaseMark automates the entire will drafting workflow—from structured client intake through state-compliant document generation. The AI analyzes uploaded estate plan documents, identifies coordination issues, and produces a comprehensive Last Will and Testament that reflects the testator's intent while ensuring consistency across the broader estate plan.

How it works

1. Upload prior wills, trust agreements, asset inventories, and family records
2. AI conducts structured intake on family structure, assets, fiduciaries, and existing plans
3. Review and customize the generated Last Will and Testament for accuracy and client intent
4. Export the finalized document in your preferred format (DOCX, PDF)

What you get

Testator Declarations and Capacity Confirmation
Revocation of Prior Instruments
Specific Bequests and Personal Property Distributions
Residuary Estate Disposition
Guardian Nominations for Minor Children
Executor and Fiduciary Appointments
Debt and Tax Payment Directives
Execution Formalities and Attestation Clauses

What it handles

State-compliant will drafting with jurisdiction-specific execution formalities
Structured intake covering family structure, assets, and fiduciary nominees
Coordination with existing trusts, beneficiary designations, and non-probate transfers
Specific bequests and residuary estate disposition with contingent beneficiaries
Guardian and executor nominations with alternate appointments
Automatic revocation of prior instruments and consistency checks

Required documents

Prior Wills or Codicils
Any existing testamentary instruments to be reviewed and revoked or amended
.pdf, .docx
Asset Inventory
Summary of real property, personal property, business interests, and digital assets
.pdf, .docx, .xlsx
Family and Beneficiary Information
Details on family structure, intended beneficiaries, and fiduciary nominees
.pdf, .docx

Supporting documents

Trust Agreements
Existing revocable or irrevocable trust documents for pour-over coordination
.pdf, .docx
Beneficiary Designation Forms
Life insurance, retirement account, and POD/TOD beneficiary designations
.pdf, .docx
Prenuptial or Postnuptial Agreements
Marital agreements that may affect testamentary dispositions or spousal rights
.pdf, .docx
Property Deeds and Title Documents
Deeds, titles, and ownership records for real property and jointly held assets
.pdf, .docx

Why teams use it

Reduce will drafting time from hours to minutes with AI-powered document generation that handles complex family structures and asset distributions

Ensure state-specific compliance with execution formalities, spousal rights, and probate code requirements automatically tailored to the testator's domicile

Eliminate coordination errors by automatically cross-referencing existing trusts, beneficiary designations, and non-probate transfers for a cohesive estate plan

Deliver consistent, comprehensive documents covering declarations, bequests, residuary dispositions, guardian nominations, and fiduciary appointments every time

Questions

Does CaseMark draft wills that comply with my state's requirements?

Yes. CaseMark tailors execution formalities, spousal rights provisions, and probate code references to the testator's state of domicile. The AI identifies jurisdiction-specific requirements and incorporates them into the drafted will.

Can it coordinate with existing trusts and beneficiary designations?

Absolutely. CaseMark analyzes uploaded trust agreements, beneficiary designations, joint tenancies, and POD/TOD accounts to ensure the will is consistent with the broader estate plan. It flags conflicts and coordinates pour-over provisions where appropriate.

What if my client has minor children who need guardian nominations?

CaseMark includes comprehensive guardian nomination provisions covering both person and estate guardianship, alternate guardians, and upbringing instructions. The AI ensures these nominations comply with state-specific guardianship requirements.

How does CaseMark handle revocation of prior wills and codicils?

CaseMark automatically generates revocation clauses for all prior testamentary instruments. If prior wills are uploaded, the AI reviews them to ensure complete supersession and flags any provisions that may require special attention.

Can I draft codicils or amendments to existing wills?

Yes. CaseMark supports drafting codicils, amendments, and entirely new wills. Upload the existing will and specify the desired changes, and the AI will generate the appropriate instrument with proper cross-references.

What information do I need to provide to get started?

CaseMark's structured intake covers testator identity, family structure, fiduciary nominees, asset inventory, and existing estate plan documents. You can upload supporting documents or provide details directly, and the AI will flag any missing information needed for a complete draft.