Estate and Family Lawyers
Enhanced planning, streamlined administration. At every stage of life's journey
Whether your clients are planning ahead or navigating what comes next, BillWill gives you the tools to deliver more value, reduce administrative burden and stay connected to what matters most.
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BillWill gives estate and family lawyers the tools to store, share and act on critical client info. Less admin, better outcomes
Enhance the value you offer through secure, practice-branded adviser access.
For Estate Lawyers
BillWill Letter of Wishes
Helping you deliver a robust and practical solution for your clients:
- Improved Letters of Wishes: Replace static templates with a dynamic, digital solution that updates automatically.
- Easy to Create: Modular and simple, tailored to every life stage: from dependent care to superannuation nominations.
- Automated Updates: Secure Open Banking integration keeps financial information current, minimising delays during probate.
- Executor-ready: Provide clear instructions for executors with critical information not captured by the will
Ready to offer this to your clients? Apply for your own branded partner portal
FOR FAMILY LAWYERS
BillWill Living Register
Your clients have already built a comprehensive financial picture for their binding financial agreement. BillWill puts that data to work beyond the matter itself, keeping it current, secure and ready for whatever comes next.
- Secure and always current. Financial data stored in one place, automatically updated through secure open banking connections. No chasing, no outdated records.
- Easy to share. Clients control who sees their register and can share it securely with advisers, lawyers and institutions as their circumstances evolve.
- Enforceability supported. A verified, up to date financial record provides a reliable reference point if the agreement is ever called into question.
- A record that travels with your client. A BFA often leads to a will. The Living Register moves with your client into that next conversation, whether handled within your firm or passed to a trusted colleague.
For Estate Administration
BillWill Concierge
A specialist service to close or transfer bills and subscriptions, designed to reduce the burden on executors and loved ones, saving valuable time and easing stress during emotionally difficult times:
- Single point of contact: BillWill manages the closure/transfer of bills, utilities, and subscriptions.
- Executor time saved: Reduces up to 50 hours of administrative workload.
- Accuracy you can trust: Eliminates uncertainty and delays in account identification
Set up your firm’s portal and start delivering these benefits.
Under Pressure : How can you guide your clients to make better decisions when they’re facing grief or stress?
BillWill offers Behavioural Science based training for your team. Delivered as a one hour webinar or lunch-and-learn, it will help you leverage Behavioural Science in your practice, with a focus on planning and grief mindsets. We’ll explore the biases and challenges people face when making decisions under pressure, and how you can better support clients dealing with loss.
Apply for your own branded adviser portal
Create a secure portal where you and your team can invite clients, track progress, and access the information families will need when it matters most. Portals are protected with two-factor authentication (2FA) for secure adviser access.