Automating your Wills

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AUTOMATING YOUR WILLS

There are some steps that you can take to automate your Wills that can help save time, reduce errors and promote staff efficiency and job satisfaction.

Duplication of Effort

Wills contain a number of duplicated pieces of information which involves staff typing the same information numerous times. For example, staff spend precious time searching for the “he” and “she” to change in mirror Wills, they go through a document to check and update clause references.

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All this administrative work is distracting them from the most important part of the job; the actual technical drafting of the Will.

Imagine if:

  • you could enter the name just once and it went to all the relevant clauses;
  • you could specify if this is a Will in contemplation of marriage or otherwise and the clause automatically is matched to your selection;
  • you told the computer you had a male testator and it automatically made all the appropriate references “he”/“his”, etc;
  • you could specify if this is a married testator, civil partnership and the relevant references change for you?
  • in a click of a button you have the mirror Will created and the only changes you have to make are any changes in gifts and relationships and instructions?
  • the computer is programmed to do this work for you how much time can be saved.

Free up your secretarial support!

The time saving is not just for your fee earners but also for your secretaries too. A computer programme can save them time by filling in a simple form which then enables the computer to:

  • remove unnecessary clauses such as funeral instructions and guardians where irrelevant;
  • correctly change all the “he”/”she” and clause numbers.

This means your fee earners are assured the Will is typed correctly so they can spend more of their time on checking that all the technical drafting matches the client’s instructions.

Microsoft

The good news is most offices use Microsoft Word to prepare their Wills these days. This product has a number of built in tools to help automation that a skilled person can set up for you. Whilst this is not simple to set up, once in place it is very easy for staff to use. This can be as simple as a screen that automatically runs when your staff open a Will precedent. It contains question boxes and provides an area into which they just enter the relevant information. This information is then placed in the correct places in the Will and clauses remain or are removed according to the instructions entered.

If a mistake is made then you simply run the questions again and correct the incorrect answer.

Conclusion

Our help can save so much time, increase profitability and focus staff on the technical drafting that is where their value and focus should be. It leads to greater client satisfaction, faster turnaround time and a reduction in administrative errors.

Contact us and let us help you save time and increase profitability by automating your Wills.

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