WillSuite announces new integration with Keylu

WillSuite announces new integration with Keylu

WillSuite are delighted to announce a brand new partnership with the forward thinking service provider Keylu.

Keylu, known to many in the industry as Once I’ve Gone, offer accounts which allow clients to organise and store their important personal, legal and financial documents along with personal items such as photos and videos in a safe and secure online platform. Keylu gives individuals the ability to appoint trusted contacts such as their estate planning professionals, so that these trusted people can be given access to the account information at the time when they need it most.

The integration enables WillSuite users to create Keylu accounts for their clients at the click of a button, enabling the upload of documents, such as their Will, LPA or expression of wishes, ensuring a digital copy is stored securely for the client. Additionally, WillSuite members benefit from access to these accounts for only £25 per annum. If a client was to purchase an account independently, then it would be £49 per annum.

The integration brings together two incredibly progressive companies who share a client focussed ethos, and means that estate planning and private client professionals are able to expand their storage proposition thus adding value to their client bank.

Talking about the partnership, WillSuite’s Head of Growth, Tom Stansfield, said the following:

We have been incredibly excited about the prospect of integrating with Keylu. It was clear to us from the outset that their approach is one of putting the client (the end user) first and providing them with the ability to leave a tangible legacy to their loved ones. When working with the team, we saw how much work had gone into their solution, and it was a no-brainer for us to adopt the solution for use by our clients.”

The integration is one of several carefully thought out inclusions within WillSuite’s software solution and is available to all clients who want to begin offering this to their clients. WillSuite, in partnership with Keylu, will be offering guidance to users in how to activate the accounts for clients in one of WillSuite’s informative Monday morning sessions. The next session is being hosted on the 14th March at 10am, where attendees will be able to see how the integration works and hear from both prominent figures at both Keylu and WillSuite. You can book onto the session by clicking here: https://zoom.us/webinar/register/WN_jV_BVFQES5iPE2J5px7QtA

When talking about the partnership, Keylu’s CEO Ian Dibb commented:

I am really pleased to announce our partnership with WillSuite. Seb and the team have created an industry leading platform and we look forward to working together, as we continue to develop solutions to benefit WillSuite clients.”

Mark Edmondson, Keylu’s Head of Commercial Partnerships, has been instrumental in getting this partnership over the line. He had this to say about the partnership:

Our partnership with WillSuite represents two significant things for Keylu. Firstly, the opportunity to work with a highly professional company. We felt the company culture and ethos at WillSuite was closely aligned with Keylu’s. We quickly established a strong working relationship and felt if we could apply that to the partnership, we would be creating a win-win situation for both companies.

Secondly, the partnership allows us to continue the great work we have done to date by supporting WillSuite’s client base. This allows them to create a stronger client relationship that adds real value to their customers financial, legal and personal legacy, and in turn allows their customers to plan for themselves and their loved ones.”

This marks another step forward for leading software provider WillSuite with lots of new and exciting features coming.

This article was submitted to be published by WillSuite as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

WillSuite

https://willsuite.co.uk/

WillSuite could be your new legal back office drafting tool. We have developed a suite of online applications upping the game in Will writing for Will Writers, Solicitors, Financial Advisors and Accountants. WillSuite produces over 100,000 documents per year. Using intuitive and intelligent questionnaires, WillSuite allows you to produce all Estate Planning documents from Wills (and trusts) to LPAs and Severance of Joint Tenancy. For law firms or multi-person practices, you can manage users’ permission to restrict or enable specific parts of the software as well as pulling reports from the system and building custom client journeys with automated client communications. WillSuite is built with your brand in mind therefore documents can include your own logo or contact details. You can also use features such as: Invoicing, appointment booking and SMS functionality. Working with an award-winning STEP-qualified Solicitor with the Advanced Certificate in Will Drafting, we’ve ensured our wording is not only legally sound, but also in an elegant and plain English language everyone can understand. Nevertheless,if you like the sound of “per stirpes” and “en ventre sa mere” then you’re free to use your own wording and clauses as you have control over your own clause library. We don’t believe in tying clients into lengthy contracts or charging excessive per document fees. Instead, we offer a transparent rolling monthly contract at a fee of £69 per user*. Trial the software for free by visiting our website and be up and running in minutes. If you would like a 1-2-1 demo with a member of our team, please get in touch. *Price subject to VAT.


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