Bespoke will app - clear insight into your wills and reports

With a bespoke will app you can organise your wills and reports as efficiently as possible. Save a lot of time and effort.

When you are talking to your clients about their will, everything has to be noted and entered clearly and without errors. Obviously there can be no misunderstandings about it. But what if you have to enter it several times in different systems? And what if a will is amended? Then it has to be repeated in every system. This can be done more efficiently. With a will app you can easily make changes to a will and have all your wills and notary reports to hand quickly.

The advantages of a bespoke will app

A wills app simplifies drawing up a will. The details can be entered step by step into your bespoke will app during a conversation with the client. The data is shown visually and dynamically straight away. That could be a family tree showing the family situation, bar charts with all the asset types, or a schematic overview of the financial consequences for the heirs. Will advisers can explain every choice by showing it individually and adding specific client wishes where needed. After the conversation the will app saves the data automatically and a report can be generated for the client and for the notary. The will app can also draw up an official will, so that it only has to be ratified by a notary.

Working efficiently with a will app

Would you like to work more efficiently too and keep all your wills and reports in one clear place? Then have a bespoke will app built by Jam-IT. That saves you a lot of unnecessary work and lets you spend your time on other things. Get in touch with us straight away.