How private client teams draft wills and LPAs with AI agents
Private client lawyers go from the instruction meeting to a draft on the firm’s precedents in the same afternoon, with the partner reviewing and approving.
Challenge
A will starts with a meeting and a note. Turning the note into a draft on the right precedent is skilled, repetitive work, and it waits behind everything else on the fee earner’s desk. Clients wait weeks for a document that could be drafted in an hour.
Solution
A cloud agent reads the attendance note, structures the wishes, family and assets, flags the points that need advice, applies the firm’s will and LPA precedents and drafts the documents with a covering letter. The partner reviews, edits and approves. The signing pack goes out only after that, and the file is updated.
Result
A draft on the day of instruction, on the firm’s own precedents, with the points for advice flagged. The partner keeps the judgment and the sign-off.
What the agent does
Draft Mrs Morgan’s will and LPAs from this morning’s attendance note.. Open the matter, Read the attendance note, Flag the IHT point for advice, Apply the firm’s will precedent, Draft the will, LPAs and covering letter, Partner review. Approved by S. Patel, Partner.