A smarter way to start Will and EPA work – for your clients and your team.
Your clients are busy. Some feel nervous. Most don’t know where to start. Give them a form that guides them — and gives you exactly what you need to get to work.
Built with dynamic logic and styled for your firm, this online form lets clients:
🧾 Enter key info for their Will — guardians, executors, gifts, and more
🔄 Add Enduring Powers of Attorney as they go (if they’re ready)
📥 Send everything securely, straight to your team for review
🧠 Skip the confusion and save time on every matter
You spend less time gathering basic info. They feel more confident and prepared.
Significant Benefits:
🕒 Save hours per client 💬 Cut down pre-meeting emails ✨ Deliver a better first impression 🔒 Keep everything secure and streamlined
