Estate Lawyers
Enhanced planning, streamlined administration
Two solutions to deliver greater value, save time, and lower costs across planning, probate, and estate administration.
Managing the complexities of modern estates is no easy task. BillWill provides estate lawyers and administrators with tools to simplify asset discovery, reduce administrative burden, and provide support to clients and their loved ones during critical moments.
For Estate Planning: BillWill Planner
A digital Letter of Wishes, helping you deliver a robust and practical solution for your clients:
- Improved Letters of Wishes: Go beyond static templates with a dynamic, digital document that updates automatically.
- Easy to Create: Modular and simple, enabling clients to build their Letter of Wishes step by step, tailored to every life stage—from dependent care to superannuation nominations.
- Easy to Update: : Secure Open Banking integration keeps financial information current, minimising delays during probate.
- Added Value to Estate Planning: Empower clients to provide clear instructions for executors, ensuring their legacy is handled according to their wishes.
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:
- Simplify: Acts as a single point of contact to manage the closure or transfer of bills, utilities, and subscriptions.
- Save Time: Reduces up to 50 hours of executor workload, ensuring critical services are managed efficiently.
- Ensure Accuracy: Eliminates the need to search for bills, reducing delays and administrative errors.
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.