Client and adviser fit
Walk through the real client and adviser journeys, including the places where a person must intervene.
Adviser walkthrough
See how estate planning can strengthen the advice relationship.
We’ll map Testament to your client book, brand and service model—from the client journey and human review to matter ownership, secure collaboration, reporting and lifelong re-engagement.
Arrange a walkthrough through your introduction
If an adviser, colleague or partner shared Testament with you, reply to that introduction and ask them to arrange a walkthrough with the team.
A walkthrough covers
- Which client groups and advice moments should be included first.
- How individual wills, mirror coordination, and both LPA preparations fit the service.
- Who reviews straightforward and complex submissions.
- How the firm’s brand, fees, charities, retention, and routing are configured.
- How matter ownership, tasks, messages, appointments and chasers support delivery.
- What success, support and escalation look like for your firm.
Operating responsibilities
Identify the firm, reviewer, legal partner and platform responsibilities for a joined-up service.
Security and evidence
Review data separation, encryption, staff access, client-controlled sharing and auditable workflow decisions.