How we work

Taking you through our end-of-life planning process step by step

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Step 1: Send us a message

If you decide you’d like to work with us, the first thing to do is to send us a message.  We’ll then be in touch to arrange a good time to chat.  We’re happy to book a video call if you prefer.

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Step 2: Information Call

We’ll talk to you and ask lots of questions to fully understand your situation and to cover all the financial, legal and practical sides of end-of-life planning.  This call usually takes about 40 minutes.


Step 3: Receive your recommendations

After our call, you’ll receive a document from us via email, which summarises what we talked about and lays out our recommendations on what we think you need to consider.  We’ll go through it with you on our next call.


Step 4: Options Call

Our second call with you goes over the recommendations we’ve made to further discuss the options available to you.  We’ll answer your questions and help you make some key decisions. You can have more time to think things over if you need it.

Kinvault Video Screenshot

Step 5: Confirm and Pay

There’s no obligation to continue, but hoping you will, we ask for payment and some finer details to help us create your legal documents. These should be with you in a couple of days and we can witness the signing by video call if this is helpful.

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Step 6: Signing (optional Video-Witnessing)

For your Will to be valid, it needs to be signed and witnessed.  To save you the trouble of finding an appropriate witness, we can arrange a video call to watch you sign your will, which gives you industry-leading protection.  We then store the video file in your Kinvault.

Kinvault Video Screenshot

Step 7: Setting up your Kinvault

The next step is to set you up with your own digital Kinvault, to start the process of gathering all your important information together.  We’ll show you how to do this and answer any questions you may have.  It’s then over to you to populate it (but we’re at the end of the phone if you need us).

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Step 8: Handover services

If you agree, we also ensure everyone who has a role in your end-of-life plan knows about it. We explain to them how the Kinvault works and ask them to contact us when you die or can no longer make your own decisions. When the time comes, we give them access to your Kinvault to finalise admin tasks and carry out your wishes.

Ready to future-proof your Will and wishes?