Our Services
A Hassle-free Journey
Paper-Based
Digital Register
Up-To-Date
Enriched
Connected
Whatever the start point, we work on your behalf, increasing your ability to help existing clients ensure their wishes are met.
Doing so increases the willbank asset value and unlocks potential fee income streams.
From Passive To Proactive
Most paper-based and digitally registered willbanks are passive.
They exist to answer enquiries — and little more.
Outdated records create uncertainty. Deceased clients, moved clients, and incomplete contact details reduce both the reliability and the value of the willbank as an asset.
The first step in transformation is validation.
Identifying deceased clients and updating contact data creates a clean, reliable base of existing clients.
An up-to-date willbank is not just administratively sound — it is significantly more valuable as an asset.
Why use WBT?
Simply put it makes commercial and operational sense for most firms. It makes sense for them to focus their talented people on the tasks they were hired to perform. Bring in employed people to transform willbanks is not an option.
Focusing more time on people’s primary task delivers significant operational and commercial value. This value is amplified by outsourcing the supporting tasks to our specialists.
Clients who are part of a passive willbank are being underserved. Enabling them to make informed decisions about their situation through proactive engagement meets a firm’s duty of careÂ
Whatever the start point or the destination, the journey to a proactive willbank is progressive; investments are closely matched against compelling returns.
Our service includes everything a firm might need. Each element is configured and personalised. Best of all it is deployed quickly with minimal impact on our clients day to day business.
Where appropriate we are able to graduate activity to deliver an agreed flow of client meetings so that fee earner productivity is optimised over time.