Service Level Options

To access this section please go to your Online Wills Settings, then click 'View/Maintain Service Profile'.

This section will allow you select what Service option you want to offer your clients:

1. Premier - Wills created under this service are generated automaically by the system. You will not check these Wills. Once your client has made payment their Will Pack will be immediately available for download.
   
2. Superior - You will need to check Wills created under this service. Once you have marked the Will as completed the system will automatically notify your client that their Will is availabe for download.
   
3. Superor Plus - You will need to check Wills created under this service and then print, bind and post the Will Pack to your client.
   

You can select any combination of the services to work together for your clients. Use the checkbox to the right of the table to enable the service. If you are adding pricing, please make sure you have completed the payment setup. Please also note that prices are inclusive of VAT.

You can also include an option for Mirror Will pricing, which will allow the client to create a Mirror Will for their spouse at a seperate cost.

Once you are have completed all the information above, please click the 'Next' button at the bottom of the screen.

If you have not filled in all the required information, you will recieve a popup letting you know how many sections have been missed. The Tab on the left will also be highlighted with an asterix (*). These sections will need to be filled in to complete the process.

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