A two tiered solution to suit individual requirements.

A low cost effective way in which professionals can provide a comprehensive solution to their client's requirements. Agents of companies and advisers can send client's instructions as hard copy or electronically to Willpeople Ltd or a Will writing company of their choice to record and generate the requested documents. In return a generous commission is payable per introduction.

OR

Purchase Scottish WillMaker - a complete and comprehensive Will drafting programme which:

• Produces Wills, Mirror Wills, Evacuation of Special Destination Documents (land or sasine), Powers of Attorney, Advance Medical Directives and all relevant letters to the client. Letters are pre-addressed ready to date, print, sign and send.
  
• Names your company or a company of your choice as the Professional Executor at the click of a button.
  
• Generates letters to Executors, Guardians and Attorneys named in the Will and Power of Attorney documents, to send information to them about Wills and your professional services. All generated letters are pre-addressed ready to date, print, sign and send. - The client’s permission is essential.
  
• Creates and labels a destination folder for each client and then automatically saves all documents to that folder.
  
• Can recall to the programme at any time, all client information for updating.
  
• All letter templates and document outer cover templates are easily tailored to suit your business stationery.
  

Scottish WillRecorder – the short version of the programme is an ideal way to forward data from a remote location to the main programme for document production. The number of remote associates sending data can be endless and the time scale between receiving data to generating and returning the prepared documents takes a few minutes.

Clauses to create complex Wills, which include Discretionary Will Trusts for Inheritance Tax – Discretionary Business Trusts – Property Liferented Legacy - Interest in Possession (Liferent) of Residue and Disability Clauses etc are integrated into the Will document automatically by checking the appropriate box.

Both Scottish WillMaker and Scottish WillRecorder are supplied with an easy to follow training manual and the CD-Rom also contains helpful information handouts and forms for noting clients statements. These can be tailored to suit each user and are ready for printing.

Training in the use of the programme and technical advice and support is available. All technical enquiries must be forwarded by Email.

CALL NOW FOR FURTHER INFORMATION OR A DEMONSTRATION