Automated Will Template System

Замовник: AI | Опубліковано: 15.10.2025
Бюджет: 750 $

I need an experienced legal-tech specialist to build a document-automation workflow for wills. The end result should let me generate clean, client-ready PDFs or Word files from a user-friendly questionnaire while keeping the underlying clauses fully editable. Scope of work • Create customizable templates: simple wills, living wills, testamentary trusts, and revocable trusts and other estate planning documents. • Design a smart Q&A form that maps each answer to the correct clause set, conditional text, and signature blocks. • Package the solution so I can update wording without touching code. • Deliver a functional prototype plus clear setup instructions and a short video walkthrough so my team can maintain it. Technical notes I’m open to HotDocs, Gavel, Woodpecker, Formstack Documents, or a well-structured Microsoft Word content-control system—use whichever lets us expand later to add more documents. Version control for clause libraries and clean document styling are important. Timeline A detailed plan and initial prototype within two weeks, refinements the following week, and final hand-over once testing is complete. If you’ve built similar automated legal documents before, share a brief example or screen-grab so I can see your interface approach.