Online Will Service features
Fully automated or advised Wills
You choose whether to provide self-service delivery or a fully supervised service. The Online Will Service works the way you want to, including creating Mirror Wills and even taking online payments for a totally hands-free solution if you require.
Your clients will have secure access to your Will writing platform through their own personalised username and password.
Easy to use
Help and support information is included to ensure your clients enter the correct information, resulting in the generation of an appropriate Will.
Our Workflow Manager makes sure that documents follow the right process, critical to delivering the appropriate documents to your clients.
Online Will Service benefits
Reach new markets and prospects
Complete your Will offering by adding an online option. Nowadays, Millennials are in scope of Wills - gaining assets, getting married, having children - so having a modern, mobile friendly, quick and easy way of servicing this market is paramount.
Acquire clients online
Potential clients are finding and recommending advisors online. Online Wills is a simple way to attract and acquire new clients.
Achieve higher income for less effort
Allows delivery of simple Wills while you are taking instructions for more complex documents. Consistent documents from a tried and tested solution also helps manage your risks.