Legacy fundraising for charities
Generate legacy income by offering your supporters an online will writing service,
including legal advice and personalised changes by a regulated law firm.
Our supporter engagement programme, together with a printed and bound wills service ensures the
best possible supporter experience and will completion rate.
75%
of 35-to-49-year-olds don’t have a will or it’s out of datei
68%
of people would be happy to produce a will themselves to save on legal feesii
33%
of most charities’ income is, on average, derived from legacies left in willsiii
44%
of 26-to-55-year-olds plan to leave a gift to charity in their williv
Service features
Testator identity verification to mitigate contested wills (coming soon).
Online advisors to guide customers to the most appropriate documents based on their needs and circumstances.
A range of wills and supporting estate planning documents suitable for England, Wales, Scotland and Northern Ireland.
Outbound engagement programme by our regulated legal team to provide advice and support, ensuring supporters complete their will.
Review, advice, bespoke changes and sign-off of documents by our regulated legal team.
An extensive range of legal guides written in plain English by lawyers (not AI) suitable for England, Wales, Scotland and Northern Ireland.
Wills are printed and bound then sent 1st Class via Royal Mail together with instructions on what to do next.
Attestation verification confirmation, mitigating contested wills (coming soon).
Legacy and supporter insights reporting.
How our smart document preparation works
As they answer, all the necessary information is gathered and the document drafts in real-time, tailoring clauses to produce a personalised and high-quality legal document.
After completing their document, customers can securely submit it through the platform to our regulated legal team for review, advice and bespoke changes to ensure it suits their unique needs and circumstances.
