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Testament
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Estate planning, with your firm at the centre

The estate-planning operating system for advice firms.

Give clients the simple digital experience they expect for wills and LPAs—then go further with a complete estate picture, human review, secure collaboration and lifelong adviser-led support.

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For financial advisers, wealth managers and estate-planning teams serving clients in England and Wales.

Adviser workspace

Today’s matters

3 need attention

Next actions

7

Review submitted willOverdue
Client appointmentToday
LPA follow-upTomorrow

Active matters

24

across the firm

Client messages

4 new

Secure and matter-linked

Your relationship

A fully branded service with your firm in view.

Digital ease

Plain-English journeys clients can complete at home.

Human judgement

Structured review and a clear route for complexity.

Made for life

Life events and follow-up keep plans current.

Expected by clients. Better for advisers.

The convenience of an online will service, without handing away the relationship.

Clients get clarity, pace and human reassurance. Your firm gets the operating model to deliver consistently, spot risk and stay relevant when family circumstances change.

A complete client journey

Everything people expect

  • Guided online will instructions in plain English
  • Individual and coordinated mirror-will journeys
  • Both property and financial affairs and health and welfare LPA preparations
  • Human review, questions and a route to specialist support
  • Signing guidance, document access and ongoing updates through the adviser service

The Testament advantage

More than a will transaction

  • A white-labelled experience owned by the adviser relationship
  • One action-led workspace for matters, tasks, messages, appointments and chasers
  • A household estate register spanning assets, liabilities, pensions, policies and contacts
  • Separate private records and consent for each mirror-will participant
  • Life-event re-engagement and content-minimised firm reporting

One connected proposition

Wills are the beginning, not the boundary.

Testament connects the legal-planning journey to the wider estate and to the adviser who already understands the client’s goals.

Wills and mirror wills

Two people can coordinate without merging their private answers, decisions or documents.

Both LPA journeys

Capture structured donor instructions, route questions and keep each preparation distinct.

Whole-estate context

Bring key assets, liabilities, pensions, policies and trusted contacts into one private register.

A service workspace

Give every matter an owner, stage, priority, next action and secure client conversation.

One joined-up journey

From a trusted invitation to an estate plan that stays current.

  1. 01

    Invite

    The adviser brings the client into a familiar, firm-branded service.

  2. 02

    Guide

    The client completes clear questions at their own pace, with help close by.

  3. 03

    Review

    Structured summaries and complexity flags reach an accountable person.

  4. 04

    Stay connected

    Messages, life events and planned reviews keep the relationship active.

Technology with judgement around it

Automate the administration. Keep people accountable for the decisions.

Testament helps firms move straightforward work efficiently and surface complexity early. It supports professional judgement; it does not pretend to replace it.

Safeguards that shape the service

  • Advisers work from progress and submitted summaries—not unfinished private answers.
  • Mirror-will participants keep separate accounts, drafts, consent and evidence.
  • Client documents and estate details are shared explicitly, item by item.
  • Sensitive content is encrypted and access decisions are auditable.

For advice firms

Turn estate planning into a better client service—and a longer relationship.

Book a walkthrough