Refer your clients
Provide clients with a simple way to organise their estate information following will registration
Download the client information sheet, a one-page overview to share with your clients alongside their will registration certificate
Digital-vault-client-information-sheet.pdf (50 KB)
Why refer clients?
It is good practice under the Law Society’s Wills and Inheritance Quality Scheme (WIQS) to suggest that clients:
- maintain a clear record of their assets, including digital assets
- consider how those dealing with their estate will be able to access this information
You can support this by sharing a short information sheet with clients after registering their will, explaining the importance of maintaining their estate information as a next step.
How to refer clients?
Download the client information sheet and provide it to clients:
- after will registration
- alongside the Will Registration Certificate
- as part of your standard completion process
Clients can then use the information sheet to access the Digital Vault and organise their estate information independently.