Below are the answers given by makeawillonline.co.uk in the Will Writing Survey, which you can use to compare to others.
How is your service delivered
Service description Make a will online – fully legal wills for just £29.50. All wills are checked by our expert team and, once witnessed, are fully legal in England and Wales.
In what ways do you assess your clients’ mental capacity? All documents are prepared and completed online.
What processes do you follow to avoid undue influence? All documents are prepared and completed online.
What do you offer as part of your will-writing service?
To what extent are solicitors involved in your Will-writing service?
Comments: Will checked by specialist barrister from New Square Chambers
To what extent are other qualified legal or financial professionals involved in your Will-writing service?
Comments: All wills checked by a member of the Society of Will Writers
How does your service deal with complex estates (such as those with own business or property abroad, or a trust)? Simple wills provided only. Any customers with complex needs advised to seek specialist advice from a solicitor.
Do you prompt your clients to consider leaving gifts to a charity? If so, how? Yes, by making it easy for customers to make a charity a residuary beneficiary of last resort.
What provision does your service make for secure Will storage or future access? None
How is your service delivery regulated? Society of Will Writers
What formal protection have you got in place for your clients, e.g. liability insurance for will-writing or provision of legal advice, please specify level of coverage? £2m PI cover.
Are you able to track impact and report on progress e.g. how many inquiries lead to Wills and how many include a charitable gift? How do you do it? Not automatically.
How does your product deal with / identify complex Will structures e.g. where legacy is 2nd death contingent gift? Simple wills are provided only.
Are you able to determine customers demographic information e.g. an average age of your client? No
If working with a partner charity, are you able to provide monthly activity reports? Yes