With its specialist legal expertise, technology tailor-made for legal document generation and a flourishing network of professional connections, Lockyers offers the ideal new casework platform for estate planners in the UK.
Applying the latest innovations in technology, registered estate planners can access a members dashboard online or via a mobile app which puts essential client management tools at your fingertips.
Features include a fact-find that’s structured to assist discussions during client appointments, automatic cross-checking of information and a summary of instruction sheet – for a client and estate planners – that’s generated as a PDF.
From the data gathered during the fact-find, a draft version of the legal document is generated and is sent to our solicitors.
In addition to legal document drafting, Lockyers provides a comprehensive suite of ready-made co-brandable factsheets designed for clients covering essential information about wills, trusts and lasting powers of attorney (LPA), plus a jargon buster and the ability to create pre-approved on-demand legal product information.
Add to that access to a support team and an account manager dedicated to coordinating client contact and it’s a new casework platform from a family-run law practice that estate planners can trust.
Why advisers choose Lockyers
- A competitive fixed price that’s guaranteed
- Solicitors who work with you to achieve the best possible outcome for clients
- Clients can rest assured that all documents are executed properly and lawfully
- Unique technology makes drafting wills, trusts and LPAs easier – from start to finish
- A dedicated account manager to make sure each step in every case runs smoothly
- Desk-based support support team
- Stay informed of cases however you’d like – by email, text, phone or online
- [Co/Own]-branding of legal documents
- Secure storage for executed documents – plus secure access when you need it
