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.
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.
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
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