How we work

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

B Day Cake

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 do our discussions over the phone but we’re happy to book a video call if you prefer.

B Day Cake

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.

Phone

Step 3: Receive your recommendations

After our call, you’ll receive a document from us via email, which summarises what we talked about and sets out our recommendations for you.  It will explain what we think are the best ways to give you what you want.

Phone

Step 4: Options Call

In our second call, we’ll go through the recommendations we’ve made for you, answer any 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: Pay & Confirm 

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. You’ll have access to our online portal to confirm all your information is correct. We’ll then post your documents to you.

B Day Cake

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).

B Day Cake

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 plan ahead and protect your family?