THE WILL · ATTORNEYS & INSURERS
Attorneys & Insurers
Extend Your Services Beyond Traditional Legal and Insurance Solutions
The relationship between professionals and their clients is evolving. Clients increasingly expect secure digital services that provide ongoing value-not just during a legal matter or insurance claim, but throughout every stage of life.
With The Will, attorneys, law firms, insurers and financial protection providers can offer their own fully branded Digital Estate Vault through a secure web portal, a mobile app, or both.
Designed entirely in your own corporate identity, the platform becomes a natural extension of your existing services while reinforcing your brand every time your clients log in.
EXISTING SERVICES
A Valuable Addition to Your Existing Services
Whether you specialise in legal advice, estate planning, family law, commercial law, life insurance, pensions, health insurance or financial protection, a Digital Estate Vault complements the services you already provide.
Your clients can securely organise and manage important information such as:
- Wills and codicils
- Contracts and legal agreements
- Property deeds
- Insurance policies
- Pension documentation
- Mortgage information
- Personal identification documents
- Medical directives
- Funeral wishes
- Digital asset information
- Password recovery instructions
- Asset and liability overviews
- Business ownership documents
- Important correspondence
- Personal letters and video messages
- And many other essential records
Instead of these documents being scattered across different locations, your clients have one secure environment where everything can be organised and accessed whenever needed.
Strengthen Your Brand
Every interaction with your Digital Estate Vault reinforces your organisation’s identity.
Your logo, colours, domain name and branding are fully integrated throughout the platform, ensuring clients experience your organisation—not a third-party software provider.
By offering a modern digital solution alongside your legal or insurance services, you demonstrate innovation, strengthen client confidence and position your organisation as a trusted long-term partner.
Build Lasting Client Relationships
Traditional legal and insurance services are often event-driven. A client may only contact you when purchasing a policy, updating a will, making a claim or requiring legal advice.
A Digital Estate Vault changes that relationship.
It provides clients with an ongoing service they use throughout their lives, creating regular interaction with your organisation and increasing opportunities to support them as their personal circumstances evolve.
Unlock New Revenue Streams
A branded Digital Estate Vault opens the door to additional business opportunities.
Your organisation may choose to offer subscription-based services, premium digital storage, family accounts or enhanced document management solutions that complement your existing products and services.
Recurring digital services can generate predictable revenue while increasing the lifetime value of every client relationship.
Enterprise-Level Security
Trust is essential when handling confidential legal and financial information.
The Will has been developed using modern technologies and industry best practices to help protect sensitive documents and personal information through secure infrastructure, encryption technologies, strong authentication and continuous platform improvements.
As cybersecurity standards evolve, so does the platform—ensuring your clients benefit from an environment designed for long-term reliability and resilience.
Web Portal, Mobile App or Both
Every organisation is different.
The Will can be delivered as:
A fully branded web portal
A native mobile application for iOS and Android
A complete solution combining both platforms
Each solution is tailored to reflect your organisation’s identity while providing your clients with a seamless, secure and intuitive digital experience.
Future-Proof Your Organisation
Digital services are becoming an increasingly important part of professional legal and financial advice.
By offering your own branded Digital Estate Vault, you position your organisation at the forefront of innovation, strengthen your competitive position and provide clients with a valuable service they will continue to use for years to come.
Whether you are an attorney, law firm, insurer or financial protection provider, The Will helps you transform traditional client relationships into lasting digital partnerships—creating greater value for your clients and sustainable growth for your organisation.