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Why Use Private Client Online?

We believe estate planning should be made as straightforward and as cost-effective as possible without compromising on quality. That’s why we combine cutting-edge technology with the traditional legal expertise of private client lawyers. We specialise in providing estate planning services and are therefore able to deliver our services in a timely and efficient manner – unlike many traditional solicitors for whom this is not their core business. 

Our system has been built by us with the sole aim of simplifying the complex world of estate planning and to ensure that your clients’ affairs are in order. Below is a list of some of the key features of our software and service:

  • Dynamic fact-finding forms which respond to the answers that are provided 
  • Generate estate planning reports for you to present to clients with recommendations
  • Upload client documentation to ensure nothing is sent over insecure networks such as email
  • Process-driven system with notifications for all users to ensure all work is completed on time
  • Auditable and searchable - keep all client estate planning documents in one place to save time and provide certainty

Why Your Clients Need Estate Planning

You help your clients create their wealth, often over many years, and so you are ideally placed to ensure that they have a plan in place for what happens to that wealth as they get older and, ultimately, who is to inherit those assets on their death. 

In some cases, you may even be required to demonstrate that you took sufficient steps to ensure that your clients were advised in this area. 

Without estate planning in place, your clients and their families could find themselves in devastating circumstances which could be avoided by taking certain straightforward and cost-effective steps now.

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