- We use innovative technology to take instructions using:
- Desktop and Laptop through Lockyers Members Portal.
- Tablets through Lockyers App.
- Our fact-find is structured to assist the appointment.
- The system automatically cross checks information.
- A summary of instructions sheet is produced in PDF format, for the client and Estate Planner.
- Our technology produces a draft version of the legal document and is sent to our solicitors.
- Technology is best in class.
Estate Planners
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