Every will a practice signs is a moment when the client is thinking about exactly this. The Practice tools turn that moment into a leave-behind, and give the practice a way to see that it worked.

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What you get

A co-branded leave-behind

One A4 page with your name at the top, a QR code and a link. Put it in every signing pack.

A client roster

How far each referred client has got: audit run, envelope sections done, executors named, plan.

Estate referrals

One form to refer a family for Family Cleanup on the day the call comes. You keep the relationship.

A clause template

A digital-assets clause for your review, matching the letter in the client’s Executor Kit.

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What you never see

A client’s account inventory, vault entries, kit content or executors’ details. Clients own the artefact and can switch off progress sharing, or remove the link, from their own Settings. Nobody, including us, ever holds a password.

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Cost

Nothing during the pilot. The tools appear as soon as you register a practice; a Practice item then joins the sidebar.