Welcome

to Smart Will

Transforming Estate Planning for the Legal, Financial, Insurance, Reward Program,

and Property Markets.

Join thousands of Smart will members that have used

our super easy service to let their families and loved ones know their wishes.

Welcome to ai.Smart-Will

Transforming Estate Planning for the Legal, Financial, Insurance, Reward Program,

and Property Markets.

Join thousands of Smart will members that have used

our super easy service to let their families and loved ones know their wishes.

Download on:

Unlock the power of Smart Will innovation.

Generate & qualify leads on Auto pilot.

Use our customised website, or add our custom widget to any page on on your own website to start capturing and qualifying leads for your team. Your custom subdomain can be included on welcome emails for new customers to capture insights, effortlessly.

  • Stay ahead of the competition

Smart Will is the ultimate will-writing and estate planning solution, specifically designed to simplify and streamline the process for professionals like solicitors, estate agents, mortgage advisors and independent financial advisors (IFAs).

  • Enhance customer experience

Available on iOS and Android, our app provides your clients with a quick, easy way to create a basic will, collecting valuable estate planning insights in the process. This makes it effortless to up sell complex estate planning products, saving your business time while enhancing the client experience.

Use AI to Amplify Your Sales Success!

Our platform captures key insights of your clients estate with easy to follow steps and automated prompts and follow ups.

  • Custom landing page

We create a custom lead funnel to capture, nurture and convert leads into appointments and sales for your team.

  • Custom CRM

Access your clients estate planning insights in your custom CRM system.

  • Seamless Integration

Seamlessly integrate our lead generation solution with your existing systems and workflows for a smooth and efficient lead management experience.

Streamline Marketing with Powerful Automation

Automate repetitive marketing tasks, nurture leads, and drive customer engagement with our robust marketing automation solution.

  • Time-Saving Efficiency

Automate repetitive marketing tasks, freeing up valuable time to focus on strategic initiatives and creativity.

  • Personalised Customer Journeys

Create targeted, personalised customer journeys based on user behavior, driving higher engagement and conversions.

Flexible Pricing Options to Suit Your Needs

Tailored Pricing for Your Business Needs

Starter

Perfect for estate agents, mortgage advisors, IFA's or reward programs looking to give their valued customers more.

£499

MONTHLY

  • Create Wills for your clients on auto pilot

  • Receive commission payments from our network if additional services are accepted

  • Unlimited Will creation.

  • Build better rapport with customers

  • Offer more than the competition

  • Plug in and go with minimal effort!

Unlimited

For Solicitors & Estate planners looking to streamline their business with AI tools.

£999

/MONTHLY

  • Custom CRM

  • Custom website & subdomain

  • Email & Phone number (Redirected)

  • Call recording

  • Appointment calendar

  • Voucher code

  • SMS & Email marketing

  • Automated appointment setting

  • Automated lead nurture

  • Unlimited Will creation

  • Unlimited Contacts

Pro Plan

Branded AI campaigns

Bespoke

  • Everything In Unlimited+

  • Lead generation campaigns

  • Whatsapp campaigns

  • Assist our network with complex estates

  • Old lead nurture campaigns

  • Probate funnel and automation

  • Probate referrals

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You have worked hard, and paid tax all of your life

Yet two-thirds of adults in the UK have not written their Will

meaning the government will decide how your money or assets are shared.

Without a Will

Children Under 18

Could go into the care

of the local authority.

Your Family

Pay too much

inheritance tax.

The Wrong People

End up benefitting

from your estate.

The Legal Work (probate)

Is prolonged, causing your family even more stress at a time they should be grieving.

Your Family and Friends

Can get into disputes over who gets what causing even more upset.

The Government

Choose your executor for you

(the people that carry out the terms of your Will).

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Find the Perfect Plan for Your Business

Explore transparent pricing options, feature breakdowns, and select the best value for your investment.

Starter

  • Full Online Booking, Pipelines, Social Cal, Website Builder, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Single Account - Setup 1 Client Or Use For Your Own Agency

  • Api Access - Integrate With Anything

  • Unlimited Sub-Accounts

  • Unlimited Contacts & Users

  • Branded Desktop App

  • SaaS Mode

  • Email / Phone / Text Rebilling

  • Split Testing

  • Advanced API Access

  • Agent Reporting

  • AI Conversational Bot

Unlimited

  • Full Online Booking, Pipelines, Social Cal, Website Builder, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Single Account - Setup 1 Client Or Use For Your Own Agency

  • Api Access - Integrate With Anything

  • Unlimited Sub-Accounts

  • Unlimited Contacts & Users

  • Branded Desktop App

  • SaaS Mode

  • Email / Phone / Text Rebilling

  • Split Testing

  • Advanced API Access

  • Agent Reporting

  • AI Conversational Bot

Pro Plan

  • Full Online Booking, Pipelines, Social Cal, Website Builder, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Single Account - Setup 1 Client Or Use For Your Own Agency

  • Api Access - Integrate With Anything

  • Unlimited Sub-Accounts

  • Unlimited Contacts & Users

  • Branded Desktop App

  • SaaS Mode

  • Email / Phone / Text Rebilling

  • Split Testing

  • Advanced API Access

  • Agent Reporting

  • AI Conversational Bot

Here are 7 reasons you should have a valid Will in place

 It avoids a long probate process.

When someone passes on without making a Will there is often almost a vacuum where no-one knows what to do.

Someone will need to step forward and apply for letters of administration. These allow someone to deal with the affairs of the deceased but of course, as there is no Will then they will decide how the estate should be distributed.

It often takes a lot longer to get letters of administration compared to simply organising probate with our online Will service.

 It tells people what you want to happen.

A Will is your expression of how you want your assets distributed, who should be nominated as guardians and gives clear instructions to people.


It also can be used as a way to tell people what you don’t want to happen. For instance, if there is someone in your family that you do not want to benefit from your estate.

 It can reduce the amount of Inheritance Tax your family will pay.

Sensible estate planning can be used as a way to mitigate the effects of inheritance tax.


Using your Will to give to charity, for example, can reduce the amount of tax the rest of the estate pays so it is worth checking this out. The smart Will App makes leaving gifts to charity quick and easy.

 You get to choose your executor

One of the things you have to do in the process of making a Will is to decide who will carry out the administration of your affairs after your death.


This person, the ‘executor’ is the fulcrum of the whole process so making a Will gets you to think about who would be most suitable for the position.


You’ll need to choose someone (or perhaps two people) who is sensible and level headed and who is happy to take on the responsibility.

Many people use professional executors and Smart Will can help you here.

 It pushes you to get your affairs in order.

This might not seem like a reason for making a Will but actually, the process of making a Will does force you to think about things that you wouldn’t otherwise consider.


For example, it makes you think about how the executor will find your Will, how they will access your life insurance policies, listing your bank accounts and investments and making sure that all of the things that your executor needs will be easy to find and understand.

 You can choose to gift to charity

We’ve already said that giving to charity can reduce your inheritance tax but even if this isn’t your primary goal you may just want to make sure that a charity that you are particularly fond of will get some form of benefit.


Making a Will on The Smart Will App allows you the opportunity to recognise the good works done or to leave money that allows them to carry out a specific project.

 It makes life easier for those you leave behind

Bereavement is the most stressful time in most people’s lives and an uncertain situation when there is no Will simply compounds the problems.


Making a Will is the best way to make sure that some of these stresses are minimised.


It allows you to give your family the information they need to make the right decisions, it makes your wishes clear so they don’t need to guess and it shows them that you were thinking of them and their welfare

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F.A.Q

Can I change the will multiple times?

Our lifetime membership gives flexible usage so you can rest assured you can update your will, for life, with no extra fees.

Are these wills verified?

All users can have a free review from our experts to verify if the Will is sufficient for their needs.

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Smart-Will is a trading style of 'C. J. Fisher & Co Ltd' company number 11749223, Registered Address: 10/12 Upper Dicconson Street, Greater Manchester, WN1 2AD ICO Registration no; ZA501562