Overview
Epoq's Wills Service represents a major step forward in the delivery of do-it-yourself Wills, providing one of the easiest and most affordable ways to create a Will online.
Epoq Wills incorporates a range of information based on our Wills & Inheritance Tax planner. Upon completion of an easy-to-follow questionnaire, a draft Will is created for the customer, who can then take advantage of a range of auxiliary services (provided by our partners) including legal review, instructing executors and secure Will storage.
As with all of our sites, employing the latest version of our Rapidocs® document automation technology, customers have the choice of creating their Will online (with the ability to save it part way through and complete it at a later time), or downloading Rapidocs® and preparing their Will offline if that better suits their circumstances.
Services offered
Insurers & Banks
White-labelled Wills services are set up for customers, with the ability to complete them online. Additionally, full cross-selling data is provided back to the institution from Wills prepared, e.g. requirements for pet insurance, IHT policies, children's saving funds or mortgages.