Sell online LPAs under your own brand
Add Lasting Powers of Attorney to your service and turn every Will client into a second sale. Clients onboard online, so you capture the LPA revenue that usually walks out of the door.
- A natural second revenue streamA logical next sale to every Will client, both Property and Health LPAs.
- Seamless AI onboardingAI collects donor, attorney and preference details, then follows up automatically.
- Capture lost online revenueWin back clients who would otherwise buy an LPA from an online provider.
- Documents created automaticallyLPA paperwork is prepared the moment a client finishes their details.
Supercharge Your Lasting Power of attorney clients.
Supercharge Your Lasting Power of attorney clients.
Launch your own branded Lasting Power of Attorney service with a complete online system designed for professionals across England & Wales.
Our platform allows estate planners, Will writers, IFAs, solicitors, probate specialists, and financial firms to offer professionally branded LPA services online while automating client onboarding, data collection, payments, follow-up, and document workflows through our AI-powered CRM platform.
Both Lasting Powers of Attorney, completed online, under your brand
An LPA is the document most clients agree they need and then never get round to. It asks for more names, more decisions and more signatures than a Will, and that is exactly why it stalls. This is a guided onboarding journey built for the laws of England and Wales that walks the client through every one of those decisions and produces a completed, correctly ordered LPA pack at the end.
What clients can complete
- Property and Financial Affairs LPAs
- Health and Welfare LPAs
- Both types together as a matched pair
- Two sets for a couple, so one enquiry can become four documents
What each LPA captures
- Donor details, checked against their Will where you hold one
- Attorneys, with the choice to act jointly, jointly and severally, or jointly for some decisions only
- Replacement attorneys, and the order they step in
- When the Property and Financial Affairs LPA can start being used
- Life sustaining treatment, Option A or Option B, on the Health and Welfare LPA
- Preferences the attorneys should bear in mind, and instructions they must follow
- People to notify before the LPA is registered
- The certificate provider, and confirmation they qualify
Written for England and Wales. The journey follows the Mental Capacity Act 2005 and the current prescribed LPA forms, and is kept under review centrally. When the Office of the Public Guardian changes a form, a fee or a step in the registration process, your platform is updated for you. You do not have to watch for it.
Your brand on the front. Ours nowhere.
Clients hand over the names of the people who will one day make decisions about their money and their medical care. They will only do that on a website that looks like the firm they already trust. From the domain in the address bar to the name on the card statement, everything the client sees belongs to you.
Your own domain
The journey runs on your domain or a subdomain of it. The client never leaves your website and never sees ours.
Your identity throughout
Logo, colours, tone of voice, terms, privacy policy and regulatory wording. The covering letter and signing guide carry your firm, not ours.
Your pricing, your margin
Price a single LPA, a pair, or a couple's four. Run a bundle with the Will, or fold the LPA into an existing advice fee. Your market, your call.
Payments straight to you
Client card payments settle into your own connected merchant account. The money never routes through us, so there is nothing to reconcile or chase.
The client stays yours
Every contact, answer and document sits in your account, including the attorneys and the people to notify. We do not market to any of them.
Live in days
Branding, domain, pricing and documents are configured for you. Most partners are taking live LPA instructions inside a working week.
From first click to a registered LPA
Nine stages. The client does the typing, the platform does the drafting and the chasing, and you only step in where your judgement actually earns a fee.
They land on your LPAs page
From your own marketing, a Google search, a prompt at the end of their Will, or a link in an existing client email. No enquiry form, no callback promise. The button says start, and it starts.
They choose which LPAs they need
Property and Financial Affairs, Health and Welfare, or both. The difference is explained in a sentence rather than a leaflet, and the platform prices the pair, or the couple's four, automatically.
A guided questionnaire, in plain English
Donor details, attorneys, replacement attorneys, how they must decide together, preferences and instructions, people to notify, and the life sustaining treatment choice. One question at a time, with progress shown throughout.
The questions adapt, and bad combinations are caught
Choose one attorney and the joint decision questions disappear. Choose several and the platform explains what jointly and jointly and severally actually mean before they pick. Wording that would have the LPA rejected, such as an instruction that cannot lawfully be given, is caught while it can still be fixed.
A capacity and suitability check runs in the background
Every answer is scored against triggers for capacity concerns, undue influence, unsuitable or bankrupt attorneys, business assets and existing arrangements. Straightforward cases carry on. Anything that needs your judgement is pulled out and sent to you. The next section sets out exactly what gets flagged.
They pay on your checkout, at your price
Card payment taken on your branded page, settling into your own merchant account. Your name on the statement, your receipt, your refund policy. Printing, postage, storage and the registration handling fee are offered here as add-ons.
The LPA is prepared the moment they finish
No typing up, no three week wait for a form to arrive. The documents are produced on the current prescribed forms, with the donor's wording carried through and every page that needs a signature clearly marked, ready for you to review.
You check it, then it is signed in the right order
Signing order is where most LPAs go wrong. The donor signs first, then the certificate provider, then the attorneys, and every signature must be witnessed. Send the pack yourself or hand it to our print and postage service, which posts it in your branding with tabbed pages and a one page signing guide.
Registration, then the relationship keeps going
An LPA cannot be used until it is registered with the Office of the Public Guardian, and registration takes weeks, not days. The platform tracks where each one is, notifies the people to notify, and chases the signatures that are still missing. Once it is back, a review request goes out, the original goes into storage, and the client is prompted at the right moment to add a Will, complete the Executor Toolbox, or bring their partner across.
The LPAs that need you are the ones a form cannot catch
The fear with any online LPA service is that a donor who is already slipping, or being quietly steered by the person who will end up holding the power, buys a document online and nobody ever meets them. That is exactly what this stops. The platform is built to spot those cases mid journey, hold the application, and put the client in front of you instead.
What trips the flag
What happens when a case is flagged
The client is never told they have failed something, and they never lose their work.
- The application pauses at the flag and everything answered so far is saved.
- The client sees a reassuring message: an LPA this important deserves a proper conversation, not a tick box.
- They are offered your live diary and book a call or meeting there and then.
- You receive the full set of answers before the call, including the attorney details, so you open with knowledge instead of a blank page.
- You advise, and quote at your professional rate for the capacity assessment, the certificate, the business LPA or the deputyship application.
- If it turns out to be simpler than it looked, you release the application and the client finishes online.
The commercial point. Fixed price online LPAs give you volume and margin on the straightforward pairs you could never profitably see in person, and they capture the client who would otherwise buy from a national online provider for less than your hourly rate. The filtering makes sure the cases that carry real risk and real fees, the capacity assessments, the certificates, the contested families and the deputyships, land in your diary as a warm, pre qualified appointment rather than quietly becoming somebody else's problem.
An LPA stalls on one question, and it is always the same one
Who should I actually appoint, and should they have to agree on everything. The client sits on it, promises to talk to their sister about it, and closes the tab. Most never come back. An assistant trained on your service sits inside the journey to answer that question the moment it lands, and a follow up sequence goes and gets the ones who still drift off, without anyone in your office lifting a finger.
If they still leave, the follow up starts on its own
Every abandoned application triggers the same ladder. Nobody has to notice, remember, or chase.
The assistant offers help at the exact step they hesitated on, rather than a generic pop up asking if they need anything.
On page chatAn email from your firm with a link straight back to the question they left. Nothing is retyped and no attorney details are lost.
EmailA short text, in plain English, in your firm's name. Short messages recover more part finished applications than long ones.
SMSA WhatsApp message, which is where a lot of clients actually reply, and often where they are already discussing it with the family.
WhatsAppAn AI voice call offering to finish it over the phone or book time with you, for the clients who would rather talk an LPA through than type it.
Voice AIThe sequence stops. The client is marked dormant and dropped into your reactivation list, so they are worked again later rather than chased forever.
Handed back to youTrained on your service, not the internet
It knows your LPA prices, whether you provide the certificate yourself, your turnaround times and your process, because it is briefed on your account rather than guessing.
It answers the things that actually stall people
Who can be an attorney, jointly or jointly and severally, what a replacement attorney is for, who can be the certificate provider, and what Option A really means.
It explains, it does not advise
General information about how LPAs work in England and Wales is fair game. Anything that amounts to advice on who a particular client should appoint is handed to you.
It books straight into your diary
Where a client wants a person, the assistant reads your live calendar and offers real appointment slots rather than promising a call back.
It sounds like your firm
Your name, your tone, your sign off, on your domain. The client is never handed to a third party and never sees ours.
It works at nine on a Sunday
Which is when a great deal of estate planning actually gets started, usually the evening after a difficult weekend with an elderly parent.
Why this matters more than the form itself. LPAs stall twice, once part way through the questions and again when the signed pack is sitting on a kitchen table waiting for one attorney to get round to it. Both are clients who decided they wanted the protection and then hit something nobody was there to help with, and both are recoverable by a sequence that simply does not forget.
You get told the moment something needs a human
An LPA has more moving parts than any other estate planning document, and more places for one to sit still for a month. Every meaningful event raises an internal alert, routed to the right person on your team, on the channel they actually read.
E. Marsden, aged 87. The form was completed from the same device and email address as the proposed sole attorney, and answers were corrected repeatedly at the attorneys step.
Four LPAs for a couple, both types each, plus print, postage and storage. Settled to your merchant account. Client record and invoice created.
Health and Welfare LPA prepared for R. Halliwell, Option A selected. Sitting in your review queue before it is released for signing.
The Fairbairn pack has been signed by the donor and the certificate provider. The second attorney has not signed, eleven days on. Reminders are running to the attorney directly.
J. Priestley stopped at the people to notify step, 64 per cent complete. A gentle prompt goes out automatically. If there is still no movement in 48 hours, it lands on your call list.
How the alerts reach you
Email, SMS, WhatsApp or in app
Choose per alert type. A capacity concern can ring through by text while routine payment confirmations stay in email.
Routed to the right person
Advisers get the flagged cases, accounts get the payments, the front office gets the drop offs. Nobody wades through alerts that are not theirs.
One pipeline view
Every enquiry, part finished application, flagged case, pack out for signature and LPA awaiting registration on a single board, so you can see exactly where revenue is sitting.
Nothing goes cold overnight
Registration takes weeks, and a pack out for signature can sit on a kitchen table for longer. The chasing runs on its own until the document is back.
See it running on a live account
Twenty minutes, screen shared, using a real branded journey. We will walk a straightforward pair of LPAs through to a finished pack, then deliberately trip a capacity flag so you can watch the case land in the diary.
BOOK YOUR DEMOLasting Power of Attorney, answered
What firms need to know before adding branded LPA onboarding to their service range on Ai Wills.
What does the LPA onboarding module cover?
It is a guided digital journey that collects everything a client's Lasting Power of Attorney requires. It gathers donor details, attorney and replacement attorney appointments, joint and several instructions, preferences and guidance, and the people to be notified, all online and under your brand.
Which types of LPA are supported?
Both. The module handles Property and Financial Affairs LPAs, covering attorney appointments, preferences and people to notify, as well as Health and Welfare LPAs, covering medical treatment preferences, life-sustaining treatment decisions and attorney instructions.
Does the platform register the LPA with the OPG?
The module collects the client's information digitally and prepares them for the formal LPA application process. It streamlines the data gathering and onboarding stage so your firm, or a specialist you work with, can take the completed instructions forward efficiently.
Can I run LPA onboarding under my own brand?
Yes. Like every part of Ai Wills, LPA onboarding is fully white-label. It sits on your domain, carries your branding and reflects your pricing, so clients experience it as your service.
Do I set the pricing and keep the revenue?
Yes. You choose what to charge and take payment directly. LPAs pair naturally with Wills, giving you a straightforward way to increase the value of every client you onboard.
How does it work with the rest of my system?
Every LPA enquiry lands in the integrated CRM alongside your Wills and probate activity. From there, AI-driven follow-up by email, SMS, WhatsApp and voice nurtures clients through to completion, and pipelines keep your team on top of every case.
Ready to grow your lasting power of attorney sales and boost your credibility?
Offer fully digital, Lasting Power of attorney system through a white-label platform — with everything from automation to fulfilment built in.
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
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© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration no ZB470272
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD Head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration No: ZB470272
Subscribe to our Mailing List
Explore how Ai-Wills can add additional revenue to your exiating business with minimal effort or investment.