What does the client receive once they’ve completed their Will online?
The client will receive a Will pack, which includes signing instructions, a cover sheet, the Will and plain English commentary that explains the terms and clauses in a simple manner.
Can I see if someone has completed their Will online?
Yes. You will receive a notification once your client has completed their Will and there is a back office function within the solution for you to view all your clients and their documents.
Can Accountants or Financial Advisors use Online Wills?
Yes. The Online Wills tool enables clients to complete their Wills online for a nominated fee, the software is designed to capture and process all of the information required to produce a good quality Will. You can use the tool to refer clients with more complex requirements to a third party or provide the advice and documents directly.
Can I set my own Online Will pricing?
Yes, you can apply a fee of your choosing for clients completing their Will online. There is a choice of levels, and you can set the price for each level and which levels you wish to offer. The tool does require a Stripe account, which we can assist you setting up. You can also add a ‘contact us’ method to your web page, should clients have complex needs that require more support and advice.
Will I need to re-design my website to utilise the Online Wills tool?
No, the Online Wills software can be added to your existing website using a simple URL.
