Legacy Planning Resources for Solicitors & Estate Planners
Practical resources for solicitors, will writers, probate professionals and estate planning practices helping clients organise their wishes, documents and family information.
Explore guidance on wills, powers of attorney, executors, beneficiaries, digital assets, advance care planning and secure document handovers. These resources can help clients prepare more thoroughly before appointments, understand what information still needs to be gathered and keep important records accessible after formal documents have been completed.
A complete estate plan involves more than signed paperwork. Families may also need clear instructions, personal context, care wishes, key contacts and a secure way to share information with the right people. Explore partnership solutions for legal, wills and estate planning professionals to see how a structured digital vault can complement professional advice and strengthen the client experience.
Use these articles in client education, onboarding, follow-up communications and estate planning campaigns.
Speak with our partnerships team about referral pathways, client benefits, and a tailored solution for your practice.
A practical partner guide to helping clients connect legal documents, values, family context and secure legacy planning as life changes.
See how clients, professional partners and families work together to create clearer records, safer access and an executor-ready handover before it is needed.
A practical Evaheld guide for legal teams to improve estate planning intake, prepare clients earlier, organise records and reduce repeated follow-up.
A practical guide to using Evaheld before, during and after a legal retainer while the solicitor keeps control of advice, drafting, execution and the professional file.
A practical guide for solicitors integrating client-owned document, digital-asset, care, access and family-context records with formal estate-planning advice.
Practical executor support for reducing estate complexity through organised records, clear wishes, secure access and better partner preparation.
Help legal professionals prepare clients for wills, estates and legacy conversations with secure records, clearer wishes and Evaheld.
A legal services guide to legacy will and estate planning beyond a will, with family estate planning, document clarity, digital asset records and Evaheld support.