Explore our services for
life insurers
Provide your policyholders with a more holistic protection solution by including an estate planning service from a regulated law firm. Give your customers day-1 value and peace of mind.
Needs in numbers
75%
of 35-to-49-year-olds don’t have a will or it’s out of datei
78%
of adults don’t have a lasting power of attorneyii
68%
of people would be happy to produce a will themselves to save on legal feesiii
That’s why we help customers organise their wills and lasting powers of attorney, plus other essential estate planning documents simply and conveniently online.
Our solution
Online wills and powers of attorney advisors to guide customers to the most appropriate documents based on their needs and circumstances.
A range of wills, powers of attorney and supporting estate planning documents suitable for England, Wales, Scotland and Northern Ireland including:
- Mirror will for married couples or civil partners
- Living wills
- Lasting powers of attorney
Review, bespoke changes and sign-off of documents by our SRA regulated legal team.
24/7 telephone legal advice by the same regulated legal team.
Range of legal guides written in plain English by lawyers (not AI) suitable for England, Wales, Scotland and Northern Ireland.
How our smart document preparation works
Together with help and guidance, the customer answers the questions while the document is drafted in real-time and the clauses are tailored to produce a personalised and high-quality legal document.
Once complete, customers can submit their document securely through the platform to our regulated team for review, advice and bespoke changes to ensure it’s suitable for their unique needs and circumstances.
Fully customisable
From website branding to scope of legal document offering, to level of legal support, we can fully customise our services to fit the needs of both you and your customers.
For a demonstration of our platform as well as more information about our commercial models and pricing structures, contact our partnerships team.
