Wills made simple

Our digital Wills and Estate Planning service offers a secure, digital-first solution that third-party partners can offer their clients, customers, or employees for all their lifetime planning needs.

Whether you’re a bank or building society helping customers plan for the future, an employer enhancing your employee benefits, or a professional looking to supplement your service for your clients, our digital wills platform provides a seamless and high quality service, tailored to your desired audience.

How it works

Start with triage

Once your users visit our online platform they will be asked a few short questions to ensure their suitability. Users are only offered options suitable for their circumstances – we do not believe in ‘one size fits all’.

Choose a service level

Based on their answers, users are offered up to three digital options:

  • Do it yourself (DIY)
  • Questionnaire
  • Consultation
Proceed securely online

Users complete their instructions at their pace, with support and guidance as needed.

Watch our short video below to understand how our digital wills service works

Our digital will writing options

Will writing option Who it’s for Cost
Do it yourself Simple wills, no second marriages, appointing guardians From £100 + 20% VAT
Questionnaire More tailored needs, guidance from our legal team From £200 + 20% VAT
Consultation Complex or high-value estates, personal discussion with lawyer From £300 + 20% VAT
Estate planning Tax mitigation, trusts, lifetime planning Priced on a case-by-case basis

 

A non-digital service is also available, for those who would prefer that option.

Who it’s for

Our service suits a wide demographic including:

  • Customers or clients starting their wealth journey
  • Employees with young families
  • Senior professionals and business owners
  • High and ultra-high net worth individuals

Why partner with us?

  • Discount on headline pricing listed above for your customers/fee share option
  • Trusted national law firm with an award-winning Private Wealth team
  • Ranked Band 1 (Chambers HNW) and Tier 1 (Legal 500), British Wills & Probate Awards: Solicitor Firm of the Year (2021–2024)
  • STEP and ACTAPS members
  • Simple onboarding and automated admin
  • Clear, fixed pricing from £100 + VAT
  • Optional management information and referral tracking (GDPR compliant)
  • Co-branded landing pages, tailored collateral, webinars, and rollout support
  • True partnership approach – dedicated relationship manager and ongoing support and training as required
  • Potential option for grey labelled services

Examples of existing partners

  • High street banks providing customer value-adds
  • Investment banks and large employers offering wills as part of their employee benefits
  • Charities growing legacy giving through supporter referrals

To discuss how we can support your clients, customers, or employees with our digital wills solution, please get in touch.

Next steps

We’re here to get things moving. Drop a message to one of our experts and we’ll get straight back to you.

Call us: 033 3016 2222

Message us