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Accelerate Wills, Trusts, and LPA drafting

Transform your firm's margin on will and LPA drafting

Clarilis automates the drafting of wills and estate planning documents, enabling your team to work faster, increase capacity, and improve profitability - all without compromising on quality.

Free up your team to focus on higher-value client work while delivering a faster, more efficient service.


     Draft private client documentation in minutes

     Increase capacity in busy teams

     Seamless drafting of partially mirrored wills

     House styled for your firm

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Turn hours of drafting into minutes with our automated Private Client Suite

Clarilis deep automation helps law firms and will writers produce complex wills and estate planning documents faster, to increase capacity, improve margins, and help firms stand out in a competitive market.

The automation is based on Parker's Will Precedents (11th Edition) and content from the Office of the Public Guardian. It includes fully cross-referenced and in-platform access to the Parker’s textbook.


Will documents:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on the content from Parker's Will Precedents and the Office of the Public Guardian. 

  • Choice of law, funeral wishes, appointments of guardians
  • Legacies in respect of cash, personal possessions, digital assets, real property, the inheritance tax nil rate band and business interests
  • Rights of occupation of real property, life interest trusts and discretionary trusts
  • Charitable giving, gifts to minors and provisions for disabled and/or vulnerable beneficiaries
  • Appointing alternative trustees for particular trusts
  • Incorporating the STEP provisions and/or bespoke powers for trustees

Additional Will Documents:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on the content from Parker's Will Precedents and the Office of the Public Guardian.  

  • Letter of Wishes
  • Discretionary Life Interests Trust Letter
  • Life Interest Trust Letter
  • Memorandum of Wishes for Digital Assets
  • Notice of Severance
  • Land Registry Form SEV
  • Will Summary (coming soon)

Lasting Powers of Attorney

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on the content from Parker's Will Precedents and the Office of the Public Guardian.  

  • Lasting Power of Attorney (Health and Welfare)
  • Lasting Power of Attorney (Property and Financial Affairs for Personal Finances)
  • Lasting Power of Attorney (Property and Financial Affairs for Business Finances) 
  • LPA120
  • LP3
  • Continuation Sheets 1 – 4 
  • LPA Summary

Other Documents and Integrations:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on the content from Parker's Will Precedents and the Office of the Public Guardian.  

  • Signing Letter
  • Cover Letter

    Integrations
  • Royal Mail PAF (address and postcode lookup)
  • Charity Commission Register of Charities
  • Companies House
  • Includes access to the Parker’s textbook content and guidance

What does the Private Client Suite include?

Wills
  • Choice of law, funeral wishes, appointments of guardians 
  • Legacies in respect of cash, personal possessions, digital assets, real property, the inheritance tax nil rate band and business interests
  • Rights of occupation of real property, life interest trusts and discretionary trusts
  • Charitable giving, gifts to minors and provisions for disabled and/or vulnerable beneficiaries 
  • Appointing alternative trustees for particular trusts  
  • Incorporating the STEP provisions and/or bespoke powers for trustees 
Additional Will Documents
  • Letter of Wishes
  • Discretionary Life Interests
  • Trust Letter
  • Life Interest Trust Letter
  • Memorandum of Wishes for Digital Assets 
  • Notice of Severance
  • Land Registry Form SEV
  • Will Summary (coming soon) 
Lasting Powers of Attorney
  • Lasting Power of Attorney (Health and Welfare)
  • Lasting Power of Attorney (Property and Financial Affairs for Personal Finances)
  • Lasting Power of Attorney (Property and Financial Affairs for Business Finances) 
  • LPA120
  • LP3
  • Continuation Sheets 1 – 4 
  • LPA Summary
 
Other Documents and Integrations

 

  • Signing Letter
  • Cover Letter


Integrations
  • Royal Mail PAF (address and postcode lookup)
  • Charity Commission Register of Charities
  • Companies House
  • Includes access to the Parker’s textbook content and guidance

 

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Integrates Clarilis AI Draft

 Use AI Draft to provide a first draft of bespoke content, from will clauses to client letters.


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Why do Private Client teams use Clarilis?

Reduce drafting time
Drastically reduce drafting time – save hours per matter
Increased Capacity
Enable your team to take on more matters
Improved Margins
Improve margins via enhanced efficiency
Questionnaire
Fully configured house styling
Enable Delegation
Delegate to junior team members with confidence
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Available off the shelf with no implementation required
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Want to find out more?

Get in touch with the Clarilis team for more details or to request a demo.


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Security by design

data hosting

Data Hosting

The Clarilis solution is hosted in your region using industry-leading cloud infrastructure provided by AWS and Microsoft Azure

secure environments

Secure Environments

ISO 27001 and regular penetration testing

gdpr

GDPR

Compliance with GDPR standards

Enterprise level security

Enterprise level security

Encryption in transit and at rest, user activity storage and reporting

User security / control

User security / control

Integration with your SSO mechanism gives you complete control

data retention

Zero data retention for AI Processing

Complete control over platform storage and deletion of data

No foundation model training

No AI model training

No AI models are trained using your data

HR Security

Human resource security

All Clarilis staff are subject to criminal record (DBS), eligibility and reference validation checks

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Want to find out more?

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Frequently asked questions

Who has contributed to the content?

The automation is based on Parker's Will Precedents (11th Edition) and content from the Office of the Public Guardian. It includes fully cross-referenced and in-platform access to the Parker’s textbook.

Is the automated content maintained?

 

Clarilis fully maintains the automation of the precedents and updates the content as and when content providers update the underlying documents.

Can I have it in my house style?

The solution includes enhanced house style options that go way beyond just changing the logo, font typeface, size, and colour. With well over a hundred different options, Clarilis will configure the house style for you.

Is it secure?

Yes, Clarilis is hosted on industry-leading cloud infrastructure (provided by Amazon Web Services and Microsoft Azure), is ISO 27001 certified by the British Standards Institute (BSI), and is used by the largest law firms on the planet, having passed their rigorous Infosec processes. Click here to see some of our customers.

Clarilis is accessed via the internet and there are no plugins or software required, if you can access the internet via a browser you can use Clarilis.

Clarilis is committed to the responsible use​ of AI. Clarilis AI Draft is deployed on a "zero data retention" basis, and no AI models are trained using customer data.

You can read more about our security here.

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