Prepare an England and Wales will and its execution instructions under the Wills Act…
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Populate the firm's will template from the signed instructions and produce an execution checklist.
- What the lawyer must review
- Check the attestation clause and instructions meet s 9: in writing and signed by the testator (or by another in their presence and at their direction), with the intention to give effect to the will, signed or acknowledged in the presence of two or more witnesses present at the same time, and each witness signing or acknowledging in the testator's presence. No beneficiary or beneficiary's spouse may witness: s 15 makes the gift void.
- Written for / version
- United Kingdom (England and Wales) versionUKNZ
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.