For estate planning practices
One set of answers from your client. Every document in the plan, ready for your review.
Built on your firm's own templates. Your attorney reviews each document before it is released, and each approval is recorded.
Documents your firm can automate
- Wills
- Trusts
- Powers of attorney
- Health care directives
From your firm's own templates. We supply no forms.
Why automate it
Why this work suits automation
An estate plan is several documents that share the same facts: the same names, the same family, the same choices. Typing them into each document by hand takes time and invites a mismatch between one document and the next. Asked once and used everywhere, the same answers cannot disagree with themselves. What the documents say remains your attorney's decision.
Documents
Documents a practice prepares again and again
Examples of what a firm may choose to automate from its own templates. Mandatum does not supply or sell any of these documents, and what goes into each one is for your firm's attorneys to decide.
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Wills
The same structure for each client, with names, gifts and appointments that change.
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Trusts
Long documents where a few answers decide which provisions appear.
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Powers of attorney
Short, frequent, and often prepared together with the rest of a plan.
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Health care directives
Prepared for most clients, from a small number of choices.
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Engagement letters
One for every new client, from the details taken at intake.
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Letters to the client
Covering letters and instructions that repeat what the plan already holds.
The path
From one client to one finished plan
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Step 1
Your client answers once
One questionnaire, sent as a link under your firm's name. No account to create; they can save and come back.
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Step 2
The answers fill every document
A name or a choice is asked once and used wherever your templates need it.
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Step 3
Your attorney reviews
Each document starts unapproved. A reviewer at your firm approves it before release.
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Step 4
The approval is recorded
Who approved what, and when, is written to a record your firm can read.
Status
What is built for this today
Anything without a label is in the product and proven by a test. Anything else carries its status.
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Template provenance record
Every template version records where it came from and who reviewed it, and the record is checked against the ledger every hour.
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Guided questionnaires from your templates
In development
Typed questions with conditional visibility, server-side validation and a saved snapshot of every submission. A firm member fills them in the workspace; the visual builder and the client-facing form do not exist yet.
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Client intake portal
In development
Your clients answer a guided questionnaire under your firm's name, on a phone, with save and resume.
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Finished Word documents from the answers
In development
Deterministic assembly from a pinned template version, with no unresolved placeholders and the original formatting kept. Runs from the firm workspace; fictional templates only until counsel and gate A.
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Review before release
In development
A person at your firm approves a document before it is released; a changed answer produces a new, unapproved document, and a withdrawn approval is recorded with its reason. Done from the firm workspace.
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Recorded approvals
Who approved what, and when, is written to an append-only, hash-chained ledger and anchored off-site every hour.
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E-signature
Planned
Signing in the same flow. Which documents may be signed electronically depends on document and jurisdiction rules our lawyers review.
What this is not
- Mandatum is software, not a law firm. It does not give legal advice and does not decide what a document should say.
- It does not sell or supply any form. Your firm's own templates are used.
- It is not offered to the public. Your firm's clients reach it only through your firm.
- It does not replace your attorney's review. Nothing is released without one.
Other practice areas
See it with your own templates
There is no self-serve sign-up. Ask for a workspace for your firm and a person replies.