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We are delighted to be able to offer our Wills & Probate clients access to Settify, a secure online system, which enables you to provide our team with all the information they need before an appointment with you.
We understand that our clients are often contacting us during what is a busy or complex time in their lives and can often find gathering the information needed and speaking about the sensitive details time consuming. Settify allows you to provide the particulars, and the sometimes sensitive information about your Will, from the comfort of your own home and at any time of day. You will be asked questions which are personalised to you and your circumstances to enable our expert team to focus on finding the best way forward for you and your loved ones. You can come back to the questions as and when you want to if you do not have the time to fill everything in at once or if you need to take a break.
Using Settify means that our solicitors can have all the details of your case and be up to speed with your circumstances before they see or speak to you. Your appointment can then be used to discuss what you need in more detail and answer your questions rather than gathering this information, saving time and money.
There will be no cost to Stephensons’ clients when using the tool if Stephensons are instructed by you. If you do choose to use this tool you could save money in the long run as your appointment will not be taken up by collating the information we need to prepare your Will. It will also help you think about the things that you need to consider for a Will in advance, so that you have a better idea of what you want your Will to do before you speak to us. That saves feeling rushed or having to answer questions that you would want longer to think about at an appointment or discussion with your solicitor.
If we are unfortunately not able to take your case on for any reason Settify will find another law firm suitable for your needs and pass the information you have already provided to them if you wish to instruct them.
By answering a series of questions, you will receive guidance at each step specific to your circumstances. This allows you to be informed right from the outset of the process. Traditionally, we may need to ask you to bring a lot of information to an appointment with us and we would need to go through this with you. It is often the case that people do not have all the information at the time of an appointment and they need to then go back and send us information sometimes in a piecemeal way. This can incur more time and complexity. With Settify, you can collate all the information at a time and place convenient to you, saving your information as you go on, adding to it as needed.
Please note that this is not a Do It Yourself Will Writing Service. The Settify tool will not produce a Will for you. It will gather information that will help our solicitors to advise you on what you should have in your Will and draw up professionally drafted Will for you. It will also help ensure that they are able to answer any questions that you may have.
There is a series of screens to go through and you can save and return it at any point. We would require the same information in an appointment with you. If you provide this in an appointment this can take a lot longer.
There is no cost implication associated with using this service for clients.
We will look at your information in advance of an appointment. Like you we receive a word document with all your information in. We will need to check the details of some of the information. However, having the information prior to the appointment with you allows us to focus on the key issues for you.
The security of your personal data is very important to us. We will ensure that we have in place appropriate technical and organisational measures to prevent unauthorised or unlawful processing of personal data and against accidental loss or destruction of, or damage to personal data.
We will pass your case back to Settify who will try and locate another firm who can assist.
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