About Us
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
Paper based willbanks and those with digital registers are passive; necessary to support inquiries, no use beyond that.
The essential first step in the transition is to bring the information up to date. Isolating deceased and moved away clients removes uncertainty and creates a viable base of existing clients. Up to date wilbanks are the foundation for proactivity and have a significantly increased asset value.
Transitioning to proactive management of wilbanks enables firms to generate new fee income streams as existing clients realise the need to update their affairs.
Why
Outsource?
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 care
The Commercial
Model
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.
WHO WE ARE
Our Team Encompasses Over 75 Years Of Combined Experience In Data Standards & The Professional Legal Industry
STEVE EDGE
Managing Director
Julie Morrison
Business Development
Dean Benton
Head Of Operations
Bill Kirby
Consultant
NO HASSLE BUT IS IT WORTH IT?
Complimentary Willbank
Estimate
Try our simple, no-obligation estimate tool.
- Simply submit your details & recieve a personalised report direct to your email address.
- Find out what the net asset value and net revenue potential is. Take control of this critical resource