Web Portal for Legal Will Plan
11 Dec 2020
www. thegatewaydigital .com
Client Overview The client is a leading will company that serves financial advisors and their clients with legal will and power of attorney creation service. They are leaders in estate planning and their mission is to make financial well-being and estate planning accessible to everyone.
Business Challenge Getting new customers on-board became a challenge as the offline will creation and planning services were not easily accessible to all. The customers of the digital age prefer will drafting services over the internet, and their existing processes could not suffice the demand. Solution Highlights
Web portal facilitating online will planning and will creation Functional or access level permissions to users Features to create and export will Online payment facility Administrator access to create affiliates account and logo Admin can set prices of wills and update client wills details Any point of time client can view their wills online Administrative reports Benefits
Transparent online will planning and creation processes The clients can view their wills online at any point of time Safe, secure, and efficient way of creating legal will
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Legal Search Engine Platform
WWW.THEGATEWAYDIGITAL.COM
Enterprise Solutions for Digital Transformation
Gateway Digital Maria Montessorilaan 3, 2719 DB Zoetermeer, The Netherlands Phone : +31 079 3200 980 connect@thegatewaydigital.com
www.gatewaydigital.eu
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Legal Search Engine Platform
WWW.THEGATEWAYDIGITAL.COM