Wills & Estates Planning
Keep wills and estate cases moving with secure journeys, organised appointments and a clear audit trail
Wills, probate and estate planning involve sensitive details, multiple conversations and a lot of documents. FLG helps you run the process in a structured, compliant way from first enquiry to appointment, fact find, follow-ups and handover, with advisers and admin working from the same view throughout.
FLG acts as a wills and probate CRM, keeping every part of the journey organised, accountable and easy to follow.
A legal firm’s reality
Wills and probate work is appointment-led and detail-heavy. Advisers are often out on home visits while admin teams coordinate diaries, prepare documents and chase next steps.
When information is split across emails, handwritten notes and different systems, things get missed, families repeat themselves and compliance risk increases.
FLG brings the full journey into one clear workflow. It helps you coordinate advisers, capture information consistently, manage documents securely and automate next steps so cases progress smoothly.
A typical FLG journey: enquiry → home visit → document upload → fact find → draft review → approval.
Coordinate appointments and field advisers easily
When one person is managing diaries for multiple advisers, small delays can create big bottlenecks. FLG keeps appointments, ownership and preparation aligned, even when advisers are out meeting clients.
Clear ownership, preparation, visibility
- Coordinate multiple advisers through one system
- Match how your team works, including home visits
- Keep admin and advisers aligned on ownership and next steps
- Capture notes straight under the correct case
- Use a single timeline so admin always knows what’s happened
Reduce no‑shows and follow‑ups
- Automated appointment reminders
- Clear preparation messages for families
- Full visibility of who’s meeting who and when
Capture accurate details early and flag inconsistencies quickly
Estate planning relies on accurate, consistent information. Mistakes or mid-journey changes create risk for both the customer and the firm.
- Step-by-step fact finds tailored for wills and probate
- Clear accountability for executors and stakeholders, with fewer repeated questions because details are captured once
- Validation checks that flag inconsistent details early
- One place to store answers and supporting evidence
- Full visibility of what was asked and how it was answered
Keep documents, reporting and multi-team cases under control
Wills and probate often run as related but separate workstreams. Customers expect a joined-up experience, and you need reporting that reflects both sides cleanly.
- Manage sensitive documents securely under the correct case
- Use secure upload links for required paperwork
- Automate follow-ups for outstanding actions
- Report separately on wills and probate, with clear outcomes
- Track conversion, appointment results and progression stages
- Manage referral introductions via a partner portal
- See commission and case updates without manual chasing
How FLG makes a difference for legal teams
Smooth appointment coordination
One admin can manage multiple home-visit advisers.
Cleaner case journeys
Fact finds, documents and next steps in one place.
Risk reduction
Validation tools help spot inconsistencies early.
Better collaboration
Advisers and admin work from one timeline.
Clear reporting
Wills and probate reporting without manual fixes.
Referral management
Introductions and commissions tracked in one system.
Ready to run wills and estates cases more smoothly?
If you want a cleaner, more reliable journey from enquiry to advice, you can get started in minutes.
Or talk to us on 01282 798 545.