Activate more of the client book
Make estate planning a structured service rather than a referral that disappears from view.
For financial advisers and wealth managers
Estate planning belongs inside the advice relationship.
Match the ease of a leading online will service, while keeping your firm, your judgement and your client relationship at the centre—from first instructions to life-event reviews.
A platform, not a hand-off
One operating view from invitation to lifelong review.
Client journey
Invitation, guided questions, review updates, execution and life events.
Adviser workflow
Ownership, deadlines, tasks, secure messages, appointments and chasers.
Governed routing
Firm-configured review paths with clear escalation for complexity.
Operational reporting
Role-scoped funnels, matter health and content-minimised reporting.
Meet the next generation earlier
Stay present around executors, beneficiaries, and the life events that reshape planning needs.
Add oversight without adding friction
Use bounded reporting, status, triage, review routing, and audit history to focus attention where it is needed.
Product breadth
Go beyond a single will without losing the control points.
Mirror-will coordination
Invite two clients into one coordination record while keeping their accounts, drafts, decisions, documents and execution evidence separate. Participation and consent are explicit and revocable.
Both LPA instruction journeys
Prepare property and financial affairs and health and welfare instructions as separate England and Wales workflows, with submitted work routed for human review.
Expanded adviser reporting
See invitation conversion, activity, status, triage, referrals, mirror coordination, LPA preparation, life events and notification health over a bounded period.
Matter workspace
Give every client matter a clear owner, stage, priority and deadline, then manage tasks, secure conversations, appointments and scheduled follow-up in one place.
Visibility without opening private work
Adviser and firm-admin reports aggregate authorised workflow facts. They do not decrypt will answers, LPA instructions, identities, notes, or notification content; unfinished and queried client work remains outside the adviser view.
LPA journeys cover structured instruction preparation and adviser review. Signing, certificate provision and registration follow the legal and provider arrangements agreed for each firm.
The adviser workflow
Clear control points, without turning advisers into data-entry staff.
- 01
Invite
Start one client or a managed group invitation.
- 02
Follow
See progress without opening private unfinished answers.
- 03
Review
Read a structured submission and the flags raised by triage.
- 04
Decide
Approve, request changes, or refer through an audited outcome.
- 05
Manage
Own tasks, deadlines, messages, appointments and chasers.
- 06
Retain
Follow execution, consented sharing, and future life events.
White-label by construction
Your client relationship should look and sound like yours.
Firm identity is applied through governed theme and service settings rather than copied into each screen. The same product can support a boutique adviser and a formal wealth manager without splitting the codebase.
Brand system
Name, logo reference, palette, radius, typography and tone.
Service model
Fee display, review routing, vault retention and charity choices.
Staff controls
Invite your team, set the right role and suspend access immediately when responsibilities change.
Client continuity
The same guided structure beneath every configured identity.
Security and governance
Designed for the questions a compliance team will ask.
Sensitive family and financial information needs more than a privacy statement. Testament combines technical boundaries, minimal operational data and visible human accountability throughout the service.
Tenant and role boundaries
Database-enforced tenant separation, transaction-scoped access and step-up assurance for staff operations.
Encrypted sensitive records
Tenant-bound encryption for identity, will and LPA content, matter notes and notification payloads.
Auditable workflow
Append-only security events, versioned document provenance, immutable review outcomes and notification delivery history.
Client-controlled sharing
Signed-will scans stay private unless the client grants one linked adviser access to that specific document, with immediate revocation of new access.
Commercial shape
A firm platform fee, with usage aligned to delivered estate planning.
Testament can support in-house review teams or a routed specialist model. Platform, usage and service responsibilities are shaped around the firm’s client volume, review model and brand requirements.
See Testament in context
Map Testament to your client book, brand and service model.
We’ll show the client journey, matter workspace, review model, whole-estate context, reporting and the controls that protect the advice relationship.
Book a walkthrough