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A family tree on the client's file

Start from the people already named in the client's documents, confirm their relationships and give the client a landscape family tree to check.

At a glance
  • RecordsPeople, parent and partner relationships
  • ReviewLiving status and dates as recorded
  • Other documentsTheir saved answers stay as drafted

The work this supports

Relatives and relationships

A family record for the client to check.

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From client facts to review

  1. Start with people already recorded on the client’s file.
  2. Confirm the people and their relationships.
  3. Review the family tree with the client.

The output

The output is a landscape family tree. Confirm relationships, living status and dates with the client. It does not decide who inherits or change saved answers in other documents.

Checks and limitations

Check that the recorded family information is complete and accurate. The tree is a record of the information supplied, not an inheritance calculation.

Azmora supports England and Wales. It provides software, rather than legal advice.

Family tree - questions

Does editing the tree change a Will or LPA?
No. Each document keeps its own saved answers. The tree reads those records only when created or when the drafter asks to check them again.
Does the family tree calculate inheritance?
The standalone tree records family relationships. It does not decide who inherits.

Page updated 2 November 2026.

Start drafting on a real matter

Use Family tree on a matter of yours. Free for 14 days, no card.