Auto-fill in Word
Auto-fill a will instruction sheet in Word
Keep the will instruction sheet template your office already uses. Upload it with the materials you have, and the details are entered for you, with the formatting untouched.
What a will instruction sheet involves
A will instruction sheet is the intake form an estate practice fills before drafting a will: the testator's identity, family members, assets, and the client's wishes as stated. It organizes the meeting's output so the lawyer can draft from a complete record.
To be clear: this fills the intake form, not the will. The will itself is legal drafting and stays entirely in the lawyer's hands. The instruction sheet is administrative capture: IDs, property papers and meeting notes moved into a fixed form.
The data that gets filled in
- Testator: full name, address, date of birth, ID number
- Spouse and children: names and dates of birth
- Assets mentioned: properties, accounts, vehicles
- Existing will reference, if any
- Meeting date and attending lawyer
The values usually arrive in:
- Photos or scans of the testator's ID
- Property ownership documents brought to the meeting
- The lawyer's meeting notes or dictation
How to fill a will instruction sheet with Run Done
- Upload your will instruction sheet template. The Word document your office already uses, opened without changing how it looks.
- Add the materials. Photos, scans, PDFs or text with the details in them.
- The data is entered for you. Each value lands in the right place; fonts, headers and layout stay unchanged. Anything that cannot be found stays empty rather than guessed.
- Review and download. Confirm or correct every value, then download the finished Word file. Save the document to fill the next one with one click, or do it inside Word itself with the Word add-in.
Common questions
Does it draft any part of the will itself?
No, and it will not. It fills your intake form with captured details. The will's wording, structure and legal content are drafted by the lawyer, outside this tool.
Can the lawyer dictate the client's wishes after the meeting?
Yes. Dictation is a supported input. The dictated content is entered into the form's wishes section as spoken, for the lawyer to review and refine while drafting.
Fill your next will instruction sheet without retyping
Your first 50 documents are free. Upload a document you already use and the materials you have, and download the finished file.