Online Will System
Finally you can offer clients a secure online Will service that empowers them to create their own Will.
Acquire and service more clients
Clients now expect and often prefer dealing with their advisors online, it saves them time and is more convenient. Creating your own online service was costly and time consuming, until now.
The Online Will system is a fully featured, interactive Will drafting service utilising our intelligent interview questionnaire to collect information and automatically draft a client’s Will. Will packs, which includes a client’s Will, a Will commentary, and signing instructions, can be sent to the client immediately or reviewed before delivery.
Online will system features
Fully automated or advised Wills
You choose whether to provide self-service delivery or a fully supervised service. The Online Will System 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 system benefits
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.
Reach more prospects
Without an online presence, potential clients will be going to those competitors offering a more convenient option.