Wills & Estates
Use structured intake, matter summaries and document workflows to keep estate planning and estate administration moving.
Donna365 for Wills and estates
Wills and estates work rewards consistency. The risk is rarely one dramatic failure. It is the accumulation of small gaps: an identity check that never got recorded, instructions captured in a phone call but not on the file, a draft Will sitting at version four while version three is the one in the binder, a follow-up that quietly slipped because the responsible person was away.
Donna365 helps the team capture the right information once, keep document work tied to the matter, and surface the next action before someone has to go looking for it. The work stays inside Microsoft 365, so the structure sits underneath the tools the team already uses.
The operating problem in estates work
Estate planning and estate administration run on long timelines and quiet handovers. A planning matter can sit dormant for months between instructions and signing. An administration matter can run for a year or more, touching grants of probate, asset realisation, creditor and beneficiary correspondence, tax and distribution. Across that span, the same questions keep coming up: where are we, what is outstanding, and who is waiting on whom.
When that information lives in one practitioner’s memory and a folder of emails, every handover is a reconstruction and every status update is a phone call. Document versioning is the other recurring exposure: with codicils, redrafts and executed copies in play, the firm needs one clear source of truth for which version is current and which has been signed.
How Donna365 changes the matter flow
Structured intake captures testator details, asset positions, executors, beneficiaries and identity verification in one pass, against the matter. Drafting support stays grounded in the file, so a Will, a letter to a beneficiary or a status note is built from recorded instructions rather than reassembled from scratch. Each output is routed for lawyer review before it is finalised.
Matter summaries make handover and client updates straightforward, because the current state of the file is already written down. Exception reporting surfaces the documents, identity steps, tasks and outstanding information that need attention, so the practice manager is chasing the few things that are actually stuck rather than checking everything by hand.
Where it helps
- Structured intake for both estate planning and estate administration, with identity steps recorded against the matter.
- Matter summaries that make handover and client updates fast and accurate.
- Drafting support that stays grounded in the file and routed for lawyer review.
- Clear version control so the current and executed documents are never in doubt.
- Live exception reporting for documents, tasks and outstanding information.
The aim is a practice where consistency is built into the workflow, so the small gaps that create real risk are closed before they open.
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
