Online Will Service: More Important Than Ever

COVID-19 has instantly propelled many businesses into a remote working environment. For the Wills & Probate industry, face-to-face meetings with clients to organise their estate planning documents are on hold until further notice. Combine this with an understandable increase in demand for Wills (some practices seeing surges of 70% as the elderly, vulnerable and key workers are advised to put their affairs in order), and you’re looking at establishing an entirely new business delivery process, pronto. This is when secure, cloud-based technology solutions really prove their worth.

The Arken.legal team have been pioneering online Wills for over a decade. This solution offers your clients a way to complete a simple Will online via your website, whether you’re a Private Client solicitor, professional Will Writer, accountant, financial advisor or estate planner. Not only can price, brand and the level of service you wish to offer be set at your desired level, your clients will trust the remote process, because you are their trusted advisor. In our experience, 70% of Wills could be completed online.

Our Online Will Service 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 include a client’s Will, a Will commentary and signing instructions, can be sent to the client immediately or reviewed before delivery.

We’ve recently given our tried and tested system a modern, user and mobile-friendly upgrade, that allows users to receive the same high standard Will output, but with additional customisation options including colour choices, additional service clarification questions and an option to link through to our digital data capture tool, Arken Acquire (this efficiency tool will enable you to take key details for the estimated 30% of more complex documents).

“While COVID-19 has made this accessible and immediate service all the more urgent for many practitioners, this is not to say it has a shelf life,” comments MD of Arken.legal, Dave Newick. “Online Wills is a solid part of our industry’s future. With Millennials now coming into scope of a Will – gathering new assets, getting married, having children – a modern, mobile-friendly solution gives the ability for them to complete their Will quickly. A speedy solution delivered by technology is a key requirement for this demographic. Providing this service will create an additional revenue stream for your business and help futureproof it.”

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.

Secure access

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.

Workflow management

Our Workflow Manager makes sure that documents follow the right process, critical to delivering the appropriate documents to your clients.

Business Benefits

Reach new markets and prospects

Complete your Will offering by adding an online option. Meet the growing requirements of the Millennial market and futureproof your business by enabling flexibility for remote working.

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.

Book a remote demo that’s tailored to your specific business requirements, at a date and time that suits you. [Book a demo here] or call +44 (0) 1732 867 792, email [email protected] or visit www.arken.legal.

This article was submitted to be published by Arken.Legal as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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