Williams Law Office — Client Management

Client Management

Williams Law Office · Estate Planning & Legal Services

	ID ↕	Last Name ↕	First Name ↕	Phone ↕	Email ↕	City ↕	County ↕	Actions

Document Templates

Every .docx/.xlsx template the app currently uses to generate documents. Click a template to download it and see exactly what it contains.

📄 Template Library

✓ Client saved successfully.

Edit Client

Enter client information below. All fields marked are optional unless required by your workflow.

🪪 Identification

Client ID

First Name

Middle Name

Last Name

Preferred Full Name

Date of Birth

Social Security Number

📞 Contact Information

Street Address

City

State

ZIP Code

County

Phone Number

Email Address

💍 Spouse Information

Spouse's Full Name

Spouse's Date of Birth

👨‍👩‍👧‍👦 Children

Number of Children

📝 Notes

Notes about this client

⚖️ Practice Area Navigation

Save the client first, then navigate to any practice area to enter detailed information.

Estate Documents

Will, Power of Attorney, Healthcare Representative, Guardian & Trustee information

📋 Executor

Executor Name

Executor Relationship

Alternate Executor Name

Alternate Executor Relationship

2nd Alternate Executor Name

2nd Alternate Executor Relationship

👑 Heirs & Bequests

✍️ Power of Attorney

POA Name

POA Relationship

Alternate POA Name

Alternate POA Relationship

2nd Alternate POA Name

2nd Alternate POA Relationship

🏥 Healthcare Representative

Healthcare Rep Name

Healthcare Rep Relationship

Alternate Healthcare Rep Name

Alternate Healthcare Rep Relationship

2nd Alternate Healthcare Rep Name

2nd Alternate Healthcare Rep Relationship

🛡️ Guardian

Guardian Name

Guardian Relationship

Successor Guardian Name

Successor Guardian Relationship

🏦 Trustee

Trustee Name

Trustee Relationship

Alternate Trustee Name

Alternate Trustee Relationship

✉️ Letter 1 — Drafts Cover Letter

Signing Date/Time

Document Cost

Signing Attorney

Distribution / Special Notes for this Letter

Living Trust

Enter trust information below. The document will be generated for one or two Settlors based on whether a spouse is entered on the client record.

🏛️ Trust Information

Name of Trust

🔑 Trustee

ℹ️ The primary Trustee(s) are filled automatically from the client and spouse names. Enter the Alternate Trustee below.

Alternate Trustee Name

Alternate Trustee Relationship

👥 Beneficiaries

📋 Distribution & Notes

Explanation of Distribution of the Trust

Additional Notes

📜 Execution & Notary

Trust Execution Date

County of Execution

Notary Residence County

Notary Commission Expiration

📄 Generate Documents

Save the trust information above first, then click a button to fill and download that document.

✉️ Letter 1 — Drafts Cover Letter

Signing Date/Time

Document & Deed Cost

Signing Attorney

Kentucky Documents

Kentucky-specific estate planning documents — Will, Power of Attorney, Advance Directive, Living Trust, and Irrevocable Trust, plus their companion documents. Fields below feed all of the documents in this section.

🐎 Trust & Execution Basics

Trust Base Name (for a 2-Settlor trust, type BOTH names — e.g. "John and Jane Sample" — leave blank to auto-fill both names from the client record)

Pour-Over Trust Name (for Will)

County (for notary blocks)

Execution Date

Letter Date

Signing Attorney

📜 Will — Executor

Executor Name

Executor Relationship

Alternate Executor Name

Alternate Executor Relationship

🖋️ Power of Attorney — Agent

Agent Name

Agent Relationship

Alternate Agent Name

Alternate Agent Relationship

🏥 Advance Directive — Health Care Surrogate

Surrogate Name

Surrogate Relationship

Alternate Surrogate Name

Alternate Surrogate Relationship

⚖️ Trustees (Living & Irrevocable Trust)

For a Living Trust, the initial trustee is normally the client(s) themselves — leave "Initial Trustee" blank in that case and it will default to the client's own name.

Initial Trustee Name (Irrevocable Trust — cannot be the Settlor)

First Successor Trustee

First Successor Trustee Relationship (Will/Living Trust only)

Second Successor Trustee

Third Successor Trustee

Additional Co-Trustee (Certification of Living Trust, if any)

👨‍👩‍👧 Family Status & Distribution

These are used exactly as typed — review each one carefully for the specific client and document before generating.

Marital Status Clause (Irrevocable Trust "(a) Marital Status" section)

Family Status & Children Clause (Will / Living Trust / Irrevocable Trust)

Pretermitted Children Clause (Living Trust — confirms all children were considered)

Residuary / Remainder Beneficiaries (Living Trust — 1 or 2 Settlors)

Remainder Beneficiary (Irrevocable Trust)

📄 Certification of Trust — Trustee List

Currently Acting Trustee(s), as they should read

Settlor Clause, as it should read (Certification of Trust)

Settlor Word ("Settlor" or "Settlors" — used alone in one sentence)

🏠 Irrevocable Trust — Real Property Held

Property Street Address

Property City

Property State

📄 Generate Documents

Save the information above first, then click a button to fill and download that document.

Probate Administration

Decedent, case, and heir information used to fill the probate petition, orders, letters, notices, and affidavits below.

⚖️ Decedent & Case Information

Decedent's Full Name

Also Known As (optional)

Date of Death

Age at Death

County of Probate

Cause Number

Decedent's Domicile Address

City, State, ZIP

Date of Will (if testate — leave blank if intestate)

Estimated Total Estate Value

📋 Personal Representative (Executor / Administrator)

Petitioner / Personal Representative Full Name

Title

Petitioner's Relationship to Decedent

Familiarity Role (basis for personal knowledge)

Date Personal Representative Appointed

Case Type

Personal Representative's Mailing Address

City, State, ZIP

👑 Heirs & Devisees

👤 Attorney & Firm Information

Attorney Name (primary)

Attorney Number

ℹ️ The Appearance of Counsel form can list up to two attorneys. Fill in Attorney 2 only if a second attorney is entering an appearance.

Attorney 1 Name

Attorney 1 Number

Attorney 1 Email

Attorney 2 Name

Attorney 2 Number

Attorney 2 Email

Firm Name

Firm Phone

Firm Address

Firm City, State, ZIP

Firm Fax

🧾 Small Estate Affidavit — Affiant

Only needed if you are generating the Small Estate Affidavit instead of a full probate. The affiant is the person swearing to the affidavit — not necessarily the personal representative above.

Affiant's Full Name

Affiant's Relationship to Decedent

📄 Generate Probate Documents

Business Creation

Enter business formation information. All data is saved per client and is fully editable.

🏢 Entity Information

Full Business Name (including Inc., LLC, etc.)

Business Email

Business Phone

Entity Type

Business Address

Street Address

City

State

ZIP

Type of Business / Nature of Business

Fiscal Year Start (if other than January 1)

Tax ID # (EIN)

Date of Incorporation / Organization

When Will the Annual Meeting Be Held?

📋 Registered Agent

Registered Agent Name

Registered Agent SSN / EIN

Registered Agent Address

Street Address

City

State

ZIP

🧾 Tax Preparer

Tax Preparer Name

Tax Preparer Phone

👥 Incorporators / Members / Shareholders

Each person listed will appear in the member/stock ledger.

Name

Street

City

State

ZIP

% Own

⭐ Officers

President

Vice President

Secretary

Treasurer

🏦 Banking Authority

Who Will / Can Conduct Banking for the Business

📥 Download Entity Documents

Save the business info first, then click any button to fill and download that document.

Select an entity type above to see the available documents.

Real Estate Transaction

Enter transaction information below. Upload an existing deed to extract its legal description.

👤 Parties

Seller(s)

Buyer(s) / Grantee(s)

Seller County

Buyer County

🏡 Property Information

Parcel Number(s)

Real Estate County

Address of Property

City, State, ZIP for Property

Consideration

Prior Deed Recorded At

📜 Legal Description

Type or paste the legal description, or upload an existing deed and click Extract Legal Description to pull it automatically.

Legal Description

📎 Upload Existing Deed (.docx or .pdf)

🧾 Tax Bill Address

Tax Bill Recipient Name(s)

Address for Tax Bills

City, State, ZIP for Tax Bills

✉️ Return Deed Letter

Recipient Name (letter addressee)

Recipient Address

Recipient City, State, ZIP

Salutation / Dear…

📥 Download Deed Documents

Save the information first, then click a button to generate and download the filled document.

Irrevocable Trust (MAPT)

Enter the trust information below, then generate the completed documents.

🛡️ Trust Information

Trust Name Base

Trust Date

Trust TIN / EIN

County (for Summary & Funding letter)

👤 Settlors

Settlor 1 First Name

Settlor 1 Middle Name

Last Name

Settlor 2 Full Name (if 2-settlor trust)

⚖️ Trustees

Initial Trustee Full Name

Successor Trustee 1 Full Name

Initial Trustee SSN

👨‍👩‍👧‍👦 Children

Child 1 Full Name

Child 1 Date of Birth

Child 2 Full Name

Child 2 Date of Birth

Child 3 Full Name

Child 3 Date of Birth

Number of Children

🏡 Real Property Transferred

Street Address

City

State

📅 Dates

Execution / Signing Date

Letter Date (client letter)

Certification Date

📜 Notary Block

Notary Public Name

Notary County (venue)

Notary Residence County

Commission Expiration

📄 Generate Documents

Each button fills the matching WLO template with the information above and downloads a Word document.

✉️ Letter 1 — Drafts Cover Letter

Signing Date/Time

Document & Deed Cost

Signing Attorney

Practice Area

This practice area screen is reserved for future content.

🚧

This section is under development. Client information has been linked.

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