What can Ai Wills Do for your business?

A guided Will journey your client completes at home, in your branding, paying you at the end. Single or mirror, drafted for the laws of England and Wales, with the complicated cases pulled out and sent to you rather than pushed through.

• Executors, guardians, trustees and substitutes
• Residue, cash gifts, possessions, charities and pets
• Funeral wishes and letters of wishes
• Complex estate triage that flags business relief, foreign assets and second marriages
• Signing and witnessing instructions, plus optional print, post and storage

Why firms start here. It is the door. A Will client is an LPA client, an Executor Toolbox subscriber and a probate case later.

Property and financial affairs and health and welfare, onboarded digitally and prepared for registration with the Office of the Public Guardian. The part clients find impossible, gathering and structuring the information, is done before anyone signs anything.

• Donor, attorneys, replacements and how they must act
• Joint, jointly and severally, and the decisions that must be joint
• Preferences, instructions and people to be notified
• Life sustaining treatment choices captured properly
• Capacity and certificate provider issues flagged to your team before they become a rejection

The commercial point. Most Will clients should have two LPAs each. A couple is four documents from one conversation.

A Will says who gets what. It never says where anything is. The Executor Toolbox is a secure, living record of the entire estate, built while the client can still remember it and released to the executors at the moment they need it.

• Property, accounts, investments, pensions and policies
• Debts, utilities, subscriptions and digital assets
• Document locations, key contacts and private letters
• A running estate value that surfaces inheritance tax exposure early
• Annual review prompts, so the client hears from you every year

This is the recurring one. An annual subscription in your name, and a standing reason to call.

When a family loses someone, they search, they land on a comparison site and they are gone. This journey captures the estate detail, produces a clear quote in your branding and routes the case to you or to a specialist you trust, with the referral tracked.

• Structured estate capture, assets, liabilities and property
• Grant only or full administration, quoted transparently
• Taxable and contentious estates identified before you commit to a price
• Referral routing with the fee share recorded against the case
• Bereavement appropriate tone, timing and follow up

The estates you already own. Every Will you write is a probate case one day. This is how you keep it.