For professional partners
Add Will preparation
to the conversation.
Support clients in expressing their wishes, with a standard route and access to customised drafting.
Your relationship
remains central.
Introduce InstaWill to clients as part of your estate-planning conversations. You coordinate the relationship; Adian can work through you and interact directly with the client as the engagement requires.
Two routes for client requirements
Free standard Will · Fixed provisions and equal shares
Customised Will · Individually discussed drafting
Branding, commercial arrangements and engagement responsibilities are agreed directly. No public pricing is shown.
Working together
01
Introduce the requirement
Help the client identify the appropriate starting point.
02
Choose the route
Use the standard questionnaire or discuss customised drafting.
03
Coordinate preparation
Agree communication and support the client in completing the next steps.