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"From both a management and a staff point of view, the system is very impressive.” 

Karen Herbert, Gwyn George Partnership
You are here: Home > Products > Wills Workflow

Wills Workflow

 

Key processes in the workflow include:

 

  • Client details
  • Spouse executor and alternative executor
  • Funeral wishes
  • Guardian and children
  • Client estate
  • Pecuniary legacy
  • Class legacy
  • Specific devices
  • Specific legatee
  • Residuary beneficiary


Find out more information about the referral scheme

 

To register for the referral scheme click here

 



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