Law Firm App Template

Wills Generator

Generate Wills from an intuitive digital questionnaire that take into
account a range of factors including property, children and step children
Generate Wills from an intuitive digital questionnaire that take into account a range of factors including property, children and step children

Key Features

  • User Self-service

    Provides your clients with a self-serve, easily digestible questionnaire that they fill out at their own leisure.

  • Customisation

    Allows for a high degree of customisation on how beneficiaries and assets are allocated, ranging from full disposition of residue to a sole beneficiary, to specific or percentage based allocation of assets to multiple beneficiaries.

  • Bespoke Document Generation

    Generates a ready-to-use, bespoke Will that can be sent directly to your client, or instead sent to your staff for review first.

Benefits

  • Save time by reducing inefficient back-and-forth communications

    The application allows clients to self- serve through a guided questionnaire which removes the need for back and forth information collection processes.

  • Spend more time on strategic tasks

    By automating the Will drafting process, lawyers can focus on more high impact, high value work.

  • Provide an easy & modern user experience

    Give your law firm a competitive advantage by providing a seamlessly digital experience that your clients expect in today’s world.

How Does Checkbox Automate This?

1. Lawyers or clients can access the self-serve tool from a portal

A URL can be embedded inside your firm’s website, or iFrame can enable users to access the tool without leaving the web page.

2. Information for the will is provided

Smart forms with on-screen guidance enables a self-serve but intuitive experience for user to provide necessary information for their will.

3. Checkbox automatically retrieves information from other systems

Information from matter and document management systems, such as party names, addresses, and optional clauses, can be retrieved to be used in wills generation.

4. Checkbox automatically generates the bespoke will

Legally correct contracts are created inside Checkbox based on the customer details provided and in-built complex calculations.

5. Checkbox can automatically store wills in other document systems

Wills are sent to store in central document repositories such as Google Drive, SharePoint, iManage, or NetDocuments. Oversee the wills generation and status

5. Track the end-to-end lifecycle of the will through the Checkbox dashboard

The real-time stage of the will, along with all document details can be viewed.

See It Live Now

Access our App Template or request a free personalized demo today