ScoreMy transforms estate planning by turning simple assessments into meaningful client conversations. By prompting reflection on family, values, and life changes, it helps lawyers uncover concerns, foster trust, and create tailored plans – preserving the human touch in an increasingly digital legal landscape.
Estate planning is far more than drafting a will – t’s a comprehensive strategy to protect assets, minimise tax, and ensure smooth wealth transfer. Many clients underestimate its complexity, but tools like ScoreMy help them visualise the strengths and gaps in their current plans. By offering clear assessments and ongoing insights, ScoreMy enhances client confidence, supports proactive legal guidance, and reinforces the long-term value of professional estate planning advice.
AI-generated wills may seem convenient, but they often miss crucial legal and tax details. This article explores the risks of self-directed estate planning and why expert legal advice remains essential to protect your legacy.
Advisers often struggle to convey the true value of estate planning when clients see it as nothing more than writing a Will. ScoreMy solves this challenge by providing a simple process that highlights gaps in existing plans, sparks deeper client conversations, and quantifies the value of professional advice. The result is stronger relationships, recurring revenue, and a clear competitive edge in the estate planning market.
Unclaimed inheritances in the UK can lead to complex legal procedures, often resulting in the assets being transferred to the Crown. This article from Blanchards explores the common reasons inheritances go unclaimed; including missing heirs, lost wills, and intestacy. The article briefly looks into the legal process of managing unclaimed estates, the role of the Bona Vacantia Division, and what happens when no rightful heirs are found. Learn how to prevent your client’s estate from becoming unclaimed and ensure their wishes are honoured.
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The Best Foundation is the new estate planning membership organisation devoted to modernising and improving the will-writing industry.
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