We help your supporters, and potential supporters, make the right will for them, in the way that suits them best. We also partner with top law firms, placing the valuable advice they can give at the centre of our offer.
By doing that, we help charities generate more legacy income, compliantly.
Over the past 5 years we’ve developed a comprehensive online will with systematic giving prompts, which is so good that law firms are prepared to use it themselves. We’ve built on the success of two pilot schemes, and now have 30 charities of all sizes working with us to change will-writing for good.
If your legacy strategy involves fully meeting supporters’ will-writing needs and working with, not against, law firms,
call David Roberts on 07976 619595 or email [email protected]
You can also download this PDF introduction to Bequeathed which explains our offer, why it’s unique and how our simple, affordable fixed-fee pricing for charities works.
We ensure a consumer gets the will-writing solution that suits their circumstances. They can make their will online for free or, if it’s needed, they can choose to pay for legal advice from our panel law firms.
That means we can help your supporters to start their will immediately (converting their interest in to action) and to complete it, whatever their needs and however they prefer to make it – online, over the phone of face-to-face with one of our solicitors.
It also means the charities which benefit from those wills can be confident – and can prove – that will-makers have been properly advised and made fully informed decisions.
Law firms are choosing to partner with us in our free online will scheme – and pay us to do so – because we deliver benefits, not burdens.
Our firms also use our system to write wills for their own clients (reducing cost to serve) and promote it in their own area to attract new will-writing prospects (who will all be asked to consider supporting charities in their will).
And that means our law firms not only work with us to better meet the will-writing needs of your supporters, they also extend the reach of your charity's fundraising message to the majority of the will-writing population who still turn to a solicitor for help.
Your charity could use a traditional free will scheme and ask law firms to write wills for its supporters as a loss leader (assuming a supporter is prepared to wait for the time it takes to find a solicitor in the scheme and take the time to visit that firm to instruct them).
Or your charity could direct its supporters who want the immediacy of an online will-writing solution down a path that leads away from the expertise of those same law firms. It can hope a simple will from the latest will-writing start-up with little or no legal experience really does meet the testator’s needs. Odds are it won’t be contested, so maybe it will be ok.
Or your charity could select a national law firm or ABS that offers telephone and online wills (but not face-to-face). The regional law firms that together write most wills in the country won’t thank your charity for promoting the single biggest threat to their private client practices. And your charity's supporters will have to pay for an online will. But at least those types of legal providers deliver reasonable legal advice when needed.
Or your charity can choose Bequeathed to deliver online, telephone and face-to-face will-writing solutions that are founded upon the deep legal experience of solicitors.
We enable supporters and prospective supporters to get started online immediately, for free.
We offer hundreds of pages of guidance and prompts so a user considers every issue (consumers often do not know what they do not know).
And we have expert telephone or face-to-face advice seamlessly on hand from Lexcel-accredited law firms when it is worthwhile paying for.
When your charity works with us and our panel law firms, it not only improves likely will-writing outcomes for its supporters but also for our law firms, who will, in return, market your mission through their use and promotion of Bequeathed.
If your charity is looking for a legacy fundraising solution that addresses legacy lead generation, qualification and conversion, as well as stewardship, in one consistent, unified customer journey that is capable of meeting all consumer needs, then choose Bequeathed.
Have a look around our site, make a will yourself, read some guidance, download our introduction to Bequeathed.
Our users love it.
We hope you will too.
When you’re ready, call David Roberts for a chat
on 07976 619595
or email [email protected]