It’s crucial for your charity's reputation and future legacy income to know exactly what your supporters are going to get from any online will-writing service you offer.

Most people don’t realise that legal advice is very different to a ‘check’ of a Will drafted online, even if that check is by a solicitor or ‘expert’. Legal advice helps to prevent disputes over the Will arising after death. As long as the T&Cs don’t contain significant limitations or exclusions, it also enables disappointed beneficiaries to claim for any loss they do suffer.

Our properly advised process guides your supporters through the issues that impact their estate and the people they want to look after. It helps them avoid an incorrect assumption or omission that leaves their Will open to future challenge.

That's so important because most people aren’t aware of all the things they need to consider when making a Will. Many assume a simple Will is all they need, when their circumstances mean it would actually be far from ideal or completely unsuitable.

When your supporters make their Will For Good with Bequeathed:

We know it’s not always clear to charities, or to their supporters, exactly what is and isn’t included in a will-writing offer. We strongly recommend every charity ask its legal team or external lawyers to consider the consumer terms and conditions of any potential partner.

The key aspects of our consumer terms and conditions are summarised here, and compared against what would ordinarily be expected of a solicitor preparing a Will.

Your supporters can make their Will For Good quickly and conveniently, and always with good legal advice, using our accessible platform.

They start by answering a series of questions online, using a mix of written and video responses. If they need help, they can search our guidance articles, use our clearly signposted online chat function or book a support call with our team.

The questions we ask aren’t complicated, but they are comprehensive enough to give us a detailed understanding of a supporter’s circumstances and wishes. They also address issues of capacity and undue influence before a Will is provided, effectively mitigating risk.

Every response is then analysed by our online Advice App and any potential risks for beneficiaries are identified. The supporter is presented with tailored advice in the form of recommendations, and sometimes requests, from our solicitor to attend a free video appointment.

Recommendations to book a free legal appointment are optional. They cover situations where additional protection is available, but a basic Will is adequate. Requests are made where a basic Will may be inadequate and further discussion is required.

Supporters can then make a fully informed choice based on the advice received.

Every supporter will also receive a Letter of Advice setting out what the Will does and doesn’t do. This enables them to reflect on the risks and recommendations outlined in the Advice App or discussed in the legal appointment before finalising their Will.

Most supporters will receive a good basic Will for free. Any paid-for advice that would be beneficial or essential is discussed in the free legal appointment. If a supporter decides to accept the quote provided, they can seamlessly complete their Will with Bequeathed.