Online Forms

Gathering the information needed to prepare a Will can be time consuming, but it is necessary.

Save time by gaining the information that you need online, then focus on client visits to complete the process

Cost effective information gathering

We have created an online Will fact find containing all the information that you need to prepare a client's Will. Should there be anything more complicated, we have created four supplementary forms for you to use should you need to expand on more complicated areas. 

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Click Below to find out more

From here you will be able to use the information to create a Will and use this for your records. 

If there are more complicated areas, you can send the client a link to complete any of the four additional forms above.

As the form is completed by the client, you have the back up that you have used the information that you have received

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On completion you will receive an email of the outline information 

The full details are then converted into a date stamped pdf sent to you by email.

We are offering you a free 30 day trial to test out all five forms with your clients.

Any feedback that you can provide would be useful. 

As an active member of the Society of Will Writers, you will benefit from exclusively priced services

Please provide your details below to access the free trial. 

The forms are mobile friendly and easy to complete. 

If your clients does not have all the information to hand, they can save and complete later.

We offer intergation services where the data collected can be transfered to a storage drive such as Google Drive, One Drive, Box or Dropbox.

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If you run a CRM system, we can offer ways to automatically transfer data into the CRM such as Keap, Pipedrive, Zoho or Open Crm

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We can convert the data into a spreadsheet such as Excel or Google Sheets to then convert into your CRM database.  

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If any of these are of interest then please get in touch as we want to simplify your workflow and save you time and money.