Progressing your Wills
From the Task View menu you can proceed to your client's Will profile by clicking the 'Progress' button that corresponds to the client's name in the Task View table.
The amount of information available in the 'Progress Tasks' area for a particular profile is dependant on the service type of the Will. See below:
- Client Details - Basic client information, such as name, marital status can found/updated here
- Review the Will - The clients Will interview. If the Will is not yet complete you make make changes to it here.
- Recorded Payment - Payment details eg. package type and price
- Pack dispatched - Will Pack has been sent to the client
- Confirm Will Complete - Only applies to Superior / Superior Plus / Instructions Only Wills
- Prepare Will Pack - For Superior Plus / Instructions Only Wills only. Allows you to email Will pack to yourself and print
Premier Service Wills
No further progression is necessary for a Premier Service Will as clients download their documents online.
Superior Wills
To progress the Will click on the 'Progress' button, next to 'Confirm Will Complete
To check the Will documents, enter an email address to send the documents to. Draft documents will have the word "Draft" overlayed on them.
Once the documents have been checked click the 'OK' button to confirm
the Will as complete. An automated email will be sent to the client
notifying them that their Will is ready for download and instructions on
how to do this.
Superior Plus and Instructions Only Wills
Following on from the previous section
Superior Plus and Instructions Only Wills have one extra step for you to perform in the 'Pack Processing' task.
As soon as you have emailed the documents to yourself for printing an
automated email will be sent to the client notifying them that their
Will is ready for dispatch.
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