Will Writing
Updated Aug 6th, 2024
This workflow assists with the management of a Wills instruction, by collecting all necessary information via a Questionnaire and using that to generate documents and correspondence throughout the matter lifecycle.
Task 1 Send Questionnaire to ClientAllocate a Custom Questionnaire
Single or Double Will FW_WIL
Open a Read-Only Doc
Send Standard Document
Allocate a Web Questionnaire
Wills Details (please note there is still a Word version of this questionnaire in the workflow, in case this is required e.g. for elderly clients who may not be able to complete the questionnaire online)
Allocate a Custom Questionnaire
Information entered in the questionnaire is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Criteria is set so that this letter will only run if there are two clients requiring mirror Wills.
Send Standard Document
Criteria is set so that this letter will only run if a capacity assessment is required.
Add an automatic keydate to matter
2 Week Reminder to chase the client for signed client care papers
Please note: Mark the task as complete once you have drafted the Will
Meet unmet keydates by type
Chase(CHASING)
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
2 Weeks reminder to chase the client for approval of the draft Will
Display a message to the user
Ensure file risk sheets are completed before archiving
Send Standard Document
Meet unmet keydates by type
Chase(CHASING)
Documents available within Document Production
- FW_WIL Client blank letter
- Client Initial Questionnaire FW – a questionnaire which can be used at the first meeting or sent to the client for completion prior to the first meeting