The Wills Processing area enables you to easily manage all of the
Wills that have been submitted via your Online Will Service in a back
office environment.
In the Wills Processing area you can:
- View all Wills that have been submiitted in a categorised list
- Search for Wills using a number of criteria e.g. customer name
- Review each Will individually
- Amend submitted Wills (via the Questionnaire or Document)
- Progress Wills that require checking (this is dependent on the package the customer has submitted)
- Create a dispatch report