How we help law firms

Bequeathed is an online will-writing scheme that works to the mutual benefit of consumers, charities and law firms. We help high volumes of consumers make their will for free online, highlighting to them when they either might or should pay for expert legal advice from one of our panel firms.

Pioneering firms with Lexcel or ISO accreditation are joining Bequeathed because it gives them a sustainable, competitive advantage versus other law firms and the likes of Co-op in winning new, profitable business. Bequeathed is also taking the battle to the unregulated online providers who claim solicitors aren’t necessary in will-writing.

If your firm is Lexcel or ISO accredited and would like new profitable private client business, including by serving supporters of the nation’s best-known charities, call Jon Brewer on 07799 719901 or email him on [email protected].

First and foremost, we think our approach is the right thing to do for consumers.

As former solicitors, we understand and empathise with Solicitors Regulation Authority principles 2 – 5 which, as you know, require solicitors to always act with integrity and in the best interests of their clients.

So, when a consumer has straightforward circumstances that can be addressed with technology, Bequeathed meets their will-writing needs there and then. And we do it for free. If they didn’t need expert legal advice then there was no case for them to pay a law firm in the first place.

However, when a consumer does have more complex circumstances (our technology helps a consumer identify the issues they might not have thought about but should), then we are able to recommend expert advice from quality-assured panel law firms. Issues such as capacity and disappointed beneficiaries are tackled head-on.

It’s always up to the consumer whether they do or do not instruct one of our panel law firms. But no user of Bequeathed will make a will without coming to an informed decision on whether expert legal advice may or may not be valuable to them and their family.

Bequeathed helps more consumers make a will, which means more families and friends are catered for. It also prompts consumers to consider the impact a legacy could have for a cause they care about. We generate above-average rates of giving.

So Bequeathed is great for charities, especially as it addresses charities’ concern that their reputation will be damaged if they recommend online will-writers that fail to advise their supporters fully.

The involvement of leading law firms like yours in Bequeathed plays a significant role in attracting charities to the scheme. In turn, those charities promote Bequeathed and its panel law firms to thousands upon thousands of their supporters who want to make a will.

Unlike other free charity will schemes, your firm doesn’t have to take on free or low-cost will writing as a loss leader. We do that.

And you don’t have to do the awkward upsell from a free will to additional legal services. We help consumers consider the benefits of expert legal advice and you only incur cost to serve for new clients who decide they do want your advice and are willing to pay a reasonable fee for it under your terms and conditions.

Bequeathed gives law firms a pretty unbeatable position versus the start-up online providers who decry lawyers.

Why would a consumer pay for a simplistic online will generated by a system that’s been knocked together in months by an unregulated provider? Why would charities take the risk of promoting such a service to their supporters?

With Bequeathed, consumers and charities are safe in the knowledge that lawyers are on hand when expert advice is needed. They can rely on the Bequeathed will-writing software that has been developed over 5 years and is now trusted by leading law firms around the UK.

As the only firm in your area to work with Bequeathed, you get a competitive advantage versus other law firms too.

Why would any consumer wait for one of your competitors to open on Monday morning (and pay them from the get-go) when they can start with Bequeathed on Sunday night for free and only pay for legal advice from a leading firm such as yours when it’s truly necessary?

While we recruit national charities and introducers to drive qualified traffic to you, you can extend your advantage over your local competition by introducing charities and introducers in your region to Bequeathed: a simple click on a Bequeathed link you provide them with, and their supporters and customers are on their way to doing a will in the way that best suits them, online for free, or paid-for with your firm when advice is necessary or beneficial.

Finally, Bequeathed is helping leading law firms take on the challenge that Co-op presents as it rolls out its private client service through 1000+ funeral care locations – see page 8 of their Interim Report for 2017 for a little more insight in to the importance of online to them.

But, as a consumer, why start online with Co-op when the end-result is a paid-for telephone will from a wills specialist, when you can start and complete online for free with Bequeathed and turn to the local expertise of experienced solicitors in your firm when needed?

Our panel law firms recognise the value they add to a client is not really in the drafting where technology can do most of the job for them. The value is in the expert legal advice they provide to ensure that loved ones are taken care of.

Bequeathed gives firms a partner with the technological capability to assist a high volume of consumers who do not need expert legal advice (at our liability, not yours) in order to generate new business from consumers who do.

It’s an effective channel to the supporters of national and regional charities, other introducers of will-writing business and to the Internet where our vast array of helpful, optimised content gives us a distinct advantage.

In doing our very best to help consumers complete their will online, we qualify out those that did not need or were not prepared to pay for your advice. It means we only deliver profitable new business from clients who will value the expertise you offer, both now and across a lifetime of legal needs.

Bequeathed gives leading law firms a distinctive competitive advantage versus online will-writers with little expertise, national telephone services with little local presence and local law firms that charge for manually drafting wills where little or no expert legal advice is required.

Download this PDF introduction to Bequeathed which addresses key questions. If you would like to start the discussion on how to secure Bequeathed for your firm, exclusively in your area, telephone Jon Brewer on 07799 719901 or email him on [email protected].