Bequeathed is an online will-writing scheme that works for the benefit of consumers, charities and law firms.
We tell them when they either might need or should pay for expert legal advice from one of our panel firms.
Firms join Bequeathed because it gives them a sustainable, competitive advantage. The ability to offer a free will scheme alongside fixed fee online offers allows firms to attract and help many more prospective customers who were browsing.
Helping a prospect do an online will for free means that you have helped them and then have the opportunity to upsell other appropriate services. If you upsell 1 in 10 people who take a free will, you will more than cover the costs of your subscription.
If your firm is Lexcel or ISO accredited and would like new profitable private client business call Jon Brewer on
or email him on [email protected]
Our approach is the right thing to do for consumers.
"We help you make the will you need in the way that suits you best"
A consumer can:
Law firms can set their own prices for the review and the LPA options and customise their offer.
And, of course, can offer these options alongside their traditional face-to-face and/or video services.
Again: "We help you make the will you need in the way that suits you best"
Bequeathed helps more consumers and charity supporters 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. You only work with 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 online providers who decry lawyers.
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 seven years and is trusted by leading law firms around the UK.
You can capture prospects who are browsing for free wills, for cheap wills, for fixed price wills. And if you upsell one in ten then you will generate a signficant ROI.
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. By offering a fixed price review of an online Bequeathed will then you can compete with the Co-op telephone will at £120.
Our panel law firms recognise the value they add to a client is not in the drafting - technology can do most of that job. The value is in the expert legal advice they provide.
Bequeathed can help a high volume of consumers who do not need expert legal advice to generate new business from consumers who do.
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.
To become Bequeathed’s panel firm in your area there’s a £599 setup fee.
Your subscription – from just £200/month for each office - only starts once you get your first referral or Professional Executor appointment.
To put it in the simplest terms if you only used Bequeathed to write your wills, you’d still be saving money. If you get just one new client each month this small charge will already have been defrayed. As our Liverpool panel firm said “it’s buttons”.
And, unlike traditional advertising, this service is only targeted at people likely to need your services.
If you would like to start the discussion on how to secure Bequeathed for your firm in your area, telephone Jon Brewer on
or email him on [email protected].