Client Overview
The client is a leading will company that serves financial advisors and their clients with legal will and power of attorney creation service. They are leaders in estate planning and their mission is to make financial well-being and estate planning accessible to everyone.
Business Challenge
Getting new customers on-board became a challenge as the offline will creation and planning services were not easily accessible to all. The customers of the digital age prefer will drafting services over the internet, and their existing processes could not suffice the demand.
Solution Highlights
- Web portal facilitating online will planning and will creation
- Functional or access level permissions to users
- Features to create and export will
- Online payment facility
- Administrator access to create affiliates account and logo
- Admin can set prices of wills and update client wills details
- Any point of time client can view their wills online
- Administrative reports
Benefits
- Transparent online will planning and creation processes
- The clients can view their wills online at any point of time
- Safe, secure, and efficient way of creating legal will
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