Will Writers

Beyond one and done

For most will writers, the work ends when the will is signed. The client leaves happy, the relationship goes quiet, and the next contact is often years away, if it comes at all. Inheritable gives you a reason to stay in touch and keep adding value, so a single sale becomes an ongoing relationship.

Your brand, our technology

Inheritable is a slick, secure application that your clients will actually use, and it can carry your branding throughout: your name, your details and your website. To the client it feels like part of your service, because it is. You look modern and well equipped, without building or maintaining any of it yourself.

Become their Trusted Advisor

As a Trusted Advisor you are given read and write access to a dedicated folder inside each client’s Digital Vault. You can place the will and its supporting documents exactly where the client, and in time their executors, will look, and keep them current as circumstances change. The client stays in control of access, and you stay part of the picture.

Works for free and paying clients

Your clients can use Inheritable on the free tier and still benefit, so there is no barrier to getting started. For clients on a subscription you can do more: provide custom forms and to-do lists tailored to them, and, through the share facility, see how they are progressing. You will know when someone is stuck or has reached a milestone, and you can step in with help at exactly the right moment.

A natural reason to keep in touch

Introduced as a life planner rather than a one-off will service, Inheritable keeps you in your client’s life in a way that feels natural, not salesy. You can check in as their circumstances change, prompt a review when one is due, and introduce further services, a lasting power of attorney, a trust, an update or a probate referral, when they are genuinely needed. The result is a better service for the client and recurring revenue for you, rather than a single transaction.

Be found at the point of need

Inheritable includes a Services Directory that users can search and bookmark from inside the app. You can be featured there, so when someone is organising their life and realises they need a will written or updated, you are in front of them at the moment they are looking. They can find the nearest provider and save you to their account, so you are easy to come back to when the time is right.

What a partnership gives you

• Access to a dedicated Trusted Advisor portal to manage all of your clients and interactions on the Inheritable platform.
• Your branding throughout a secure, easy to use app.
• A listing in the Services Directory, searchable and bookmarkable in the app, so clients find you when they need you.
• A dedicated folder in each client’s vault, with read and write access.
• Custom forms and to-do lists for clients on a subscription.
• A clear view of client progress through sharing, so you know when to help.
• A natural reason to stay in touch and introduce the right services at the right time.
• Value for free and paying clients alike.