Making life easier for clients with the online will planner solution

As many of us may know drafting a will is not always a straight-forward process, […]

As many of us may know drafting a will is not always a straight-forward process, if it is not properly executed for whatever reason, it can cause future problems for the client and can lead to more time, planning and resources being used to complete it to a high standard. It is important to provide your team and more importantly your clients with the right tools to easily get started with drafting a will, if not your firm may lose out on potential clients as many of them will not know where to begin and the last thing they want to deal with is a complex process with too many steps.

Our online will planner solution utilises web forms to provide an easy, remote, and stress-free base for your firm to create the Will your client desires.

How does it work?

Step One

The cleverly designed web form can be branded and integrated to your firm’s website, it will be user friendly and provide a number, of features to ensure clients don’t get stuck or confused along the way. A clear step-by-step process guide and progress bar for clients to see how much of the form has been completed will be visible directly on the webpage. Additionally, based on the client’s input, the web form will alert the user on screen if the will is complex and requires a consultation.

Step Two

As soon as your clients have filled in a web form, it will be submitted to your firm where a solicitor can verify all, of the data before submitting it to P4W. Once the verified data is injected into P4W it will create a client entity and matter, store all of the information within bespoke Managing Partner tables and insert the Will template.

Step Three

Once the client submits the form, an email is sent in real-time to the designated users for the next stage. Processing the Will template will either merge data from the form into a simple Will or trigger a series of questions and answers which, together with information captured in the web form, build a complex Will.