Covers all Aspects of Estate Planning

Correct Will.law covers all aspects of estate planning, including wills, trusts, business succession, tax planning, and insurance. This comprehensive approach ensures that all elements of a client's legacy are considered and managed effectively.

Memory Vault for Legacy Content

The platform includes a memory vault for storing and sharing other personal legacy content such as videos, images, and audio files. This feature allows clients to preserve and share their memories, personal stories, audio tracks, videos and images, adding a personal touch to their estate plans.

Document Verification and Security

Each step of the Estate Planning process is recorded using blockchain technology. This immutable digital ledger ensures an accurate and absolute chronology, allowing each party to have complete confidence in the document.

Custom Sub-Tabs

Users can create relevant sub-tabs within their files to organize information according to their specific needs. Whether it's by the client, legal process, or any other criteria, this customisation ensures that the software adapts to the user's workflow, not the other way around.

Secure Addition of Stakeholders

Users can securely add relevant stakeholders and parties to specific documents or the entire file. This feature allows for controlled access and collaboration, ensuring that only authorized individuals can view or edit sensitive information.

Account Security

All Estate Planning documents and files are kept safe by the highly secure Microsoft Azure Cloud Solution and AWS. These platforms are chosen by many of the world's largest tech businesses to maintain document integrity.

Streamlined Integration

Correct Will.law can integrate seamlessly with various other platforms and software packages commonly used in legal and financial services. This integration ensures that users can import and export data effortlessly, maintaining continuity and enhancing productivity across different tools.

Grow with Your Firm’s Needs

The software is designed to scale with the growth of your firm. Whether you are a small practice or a large institution, Correct Will.law can accommodate your needs, providing the flexibility to handle increasing volumes of data and more complex estate planning requirements as your firm expands.

Instant Verification via QR Codes

Correct Will.law allows for instant verification of documents via unique and secured QR codes using any device. This feature enables quick and easy validation of documents, enhancing efficiency and reducing the potential for errors or fraud.

Real-Time Change Tracking

The platform tracks all changes in real-time, offering a complete chronological journey from creation to execution. This ensures that users have a comprehensive view of all modifications, improving transparency and accountability.

Ability to Build Revenue

CorrectWill allows you to invoice clients for the benefit of having their Estate Plans safe-guarded at the highest level and instantly accessible. Understanding that the latest version of any document is always secure and readily available, provides reassurance that is worth paying for per version and on an annual basis.

Revenue Building Potential

The platform offers significant cost savings and revenue-building opportunities. Firms can purchase ‘client files’ and pass the cost plus a percentage onto clients, creating an additional revenue stream. The increased efficiency of communication and document management also reduces operational costs and boosts overall profitability.

Secure, Private Communication Using OTPs

Correct Will.law facilitates secure and private communication between all relevant parties using one-time passwords (OTPs). This ensures that all communications are confidential and protected from unauthorized access

Fraud Prevention

Correct Will.law employs blockchain technology to create an immutable record of all actions and changes made to documents. This immutability ensures that once a document is created or altered, it cannot be tampered with or modified without detection. The use of unique QR codes for document verification and real-time tracking further enhances the platform’s ability to prevent fraud and ensure the authenticity of all estate planning documents.

Built on Microsoft Azure

The platform is built on Microsoft Azure, a highly secure and reliable cloud service. Azure provides robust security measures, including advanced threat protection, network security, and compliance with international standards like SOC 2 and ISO 27001.

No Data Storage on Platform

Correct Will.law does not store any client data on its platform. This reduces the risk of data breaches and unauthorized access to sensitive client information.

Data Storage in AWS S3 Buckets

All client data is stored in Amazon Web Services (AWS) S3 buckets. AWS S3 offers industry-leading security features such as encryption, access controls, and compliance with stringent standards like SOC 2 and ISO 27001. This ensures that client data is securely stored and managed.

Data Direction via File Path

Data is directed to AWS S3 buckets via a secure file path. This process ensures that data is transmitted securely and stored in a protected environment, minimizing the risk of interception or unauthorized access during transit.

Encryption and Access Control

Data stored in AWS S3 is encrypted both in transit and at rest. Encryption ensures that even if data is intercepted or accessed without authorization, it remains unreadable and secure. Access controls further ensure that only authorized personnel can access sensitive data.

Regular Security Audits and Compliance

Both Azure and AWS undergo regular security audits and comply with international security standards. Continuous monitoring and compliance with standards like SOC 2 and ISO 27001 ensure that the infrastructure used by correctwill.law remains secure and up-to-date with the latest security practices.

Customer Support and Training Resources

Users have access to a dedicated support team, a ‘storied user interface’, and live training sessions to ensure they can leverage the full potential of the platform. This support helps users resolve issues quickly and enhances their proficiency with the software.

Experience Before You Commit

Correct Will.law offers free trials and demos to potential users. This allows firms to experience the platform’s features and benefits firsthand, ensuring they make an informed decision before committing to a subscription.