Will Planner

Designed to enable your firm to manage new wills remotely with a process that’s easier for you and your clients.

About Online Will Planner

Instantly take your firm to a new level as our innovative, web-based Will Planner provides the perfect base for your firm to create any type of Will your client desires.

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Accesspoint’s Online Will Planner

  • The innovative form is accessible to clients from your
    website.
  • Can be branded with your housestyle.
  • The form provides clear instructions for your client on each step and includes a progress bar and details can be saved part way through the completion process by the client.
  • Fully integrated with your PCMS.

Online Will Planner Benefits

  • The more self-service options there are available on your website will help attract new clients and increase client loyalty. The form can be customised to include your own branding and selecting the questions and steps you wish to include.
  • The client entity and matter are created automatically thereby removing the manual, time-consuming steps you normally undertake whilst reducing the risk of spelling errors.
  • Client information from the form is auto populated within your PCMS; thereby eliminating transcription errors and freeing up your time for fee-generating tasks.
  • Some third-party Wills software providers can be expensive and just another piece of software for your employees to get to grips with. Your employees are familiar with MMP views and how templates interact with them and are therefore able to service their clients quicker as a result.
  • Increased efficiency and client self-service enables you to offer a better experience and more competitive pricing.

Book a Demo

Book a Demo

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