Intelliworks™ Wills. Fast, efficient data capture, delivering quality and simplicity

Our Wills package is simple to use and enables you to build a simple will based on the client’s instructions, and perform data capture that may prove useful in subsequent probate cases.

For further information on our Wills workflow please contact or sales team.

Technical Specification

Key processes include:

• Client and additional data capture
• Automated preparation of simple wills
• Capability to preview will on the screen whilst in progress
• Capability to write or email the client with terms of business
• Capability to write or email the client with the Will Questionnaire