Our wills team has a wealth of experience in outsourced professional will writing, probate and trusts services. We are long-term partners with a number of leading institutions providing a variety of volume outsourced wills solutions.
We understand the needs of our financial services clients, particularly when it comes to volume processing. We have developed a fast, efficient service that has a flexible approach and is available throughout the UK.
Your business customers will find Involegal, easy to use, professional and courteous at all times.
We specialise in:
• drafting new and revising existing wills
• tax planning
• advice on living wills and lasting power of attorney
• creating and administering trusts
• probate and estate management
At Involegal we give you:
• expert will writing lawyers who are regulated by the Solicitors Regulation Authority (SRA)
• our experience of managing successful strategic partnerships with leading banks and building societies
• our extensive experience delivering large volume contracts in England, Wales, Scotland and Northern Ireland
• an award winning case management system to control the process, the customer experience, and provide client and customer updates via the web
• multi-channel delivery of our services on a personal basis, by telephone, website, or whatever is most convenient to the end customer
• technical, marketing and sales support teams to assist bank relationship managers in marketing the wills solution to their respective customers
• secure will and deeds storage facilities that are regularly audited and inspected by relevant clients
To discuss your estate management requirements please contact Gareth Wisdom, Head of Volume Wills and Probate.
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t > 029 2066 0563