How the service works 2016-07-19T09:13:07+00:00

Our service boosts employee engagement, emphasising the family-friendly attitude of employers who are looking after staff and their dependants.

We can:

  • Help HR teams to encourage staff to complete Death in Service life assurance nomination forms
  • Reduce the occasions when employees die without making a will, minimising distress to their families
  • Expand the excellent benefits provision you already offer with additional important legal services

Our standard service – ‘Make a Will’ – offers:

  • An interactive will questionnaire
  • Draft wills prepared by a qualified solicitor
  • Up to 20 minutes in telephone or Skype consultation with a solicitor
  • A dedicated email address for each service
  • Preparation of approved wills for signature
  • Free storage of completed wills and any other important documents such as title deeds
  • Advice about death in service life assurance benefits
  • An automatic reminder to review or update a will in five years’ time

Our ‘Make a Will Plus’ service, aimed at employees with more complex personal situations, owning property or assets worth more than £500,000 or with inheritance tax issues to consider, additionally provides:

  • a review of the employee’s inheritance tax position
  • up to 30 minutes in telephone or Skype consultation with a qualified solicitor