{"id":15463,"date":"2020-04-01T11:42:56","date_gmt":"2020-04-01T10:42:56","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=15463"},"modified":"2024-08-06T09:45:00","modified_gmt":"2024-08-06T08:45:00","slug":"wills","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/wills\/","title":{"rendered":"Will Writing"},"content":{"rendered":"\n\n\n

This workflow assists with the management of a Wills instruction, by collecting all necessary information via a Questionnaire and using that to generate documents and correspondence throughout the matter lifecycle.<\/p>\n\n\n\nTask 1<\/span> Send Questionnaire to Client<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Single or Double Will FW_WIL<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Open a Read-Only Doc<\/strong><\/p>

Web Questionnaire Tick List<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client re. Questionnaire Completion<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i>\r\n<\/div>

Allocate a Web Questionnaire<\/strong><\/p>

Wills Details (please note there is still a Word version of this questionnaire in the workflow, in case this is required e.g. for elderly clients who may not be able to complete the questionnaire online)<\/p><\/div><\/div><\/div><\/div>\n\n

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\"\"<\/figure>\n<\/div>\n\n\nTask 2<\/span> Initial File Setup<\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Information entered in the questionnaire is used to pre-populate letters and fields:
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Care Letter – Single Will<\/strong><\/p>

Criteria\u00a0is\u00a0set so that this letter will only run if there is a single client.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Criteria\u00a0is\u00a0set so that this letter will only run if there are two clients requiring mirror Wills.<\/p>

Client Care Letter – Mirror Will Client 1<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div>

Client Care Letter – Mirror Will Client 2<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Criteria is set so that this letter will only run if a capacity assessment is required.<\/p>

Doctor Capacity Assessment Client 1<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div>

Doctor Capacity Assessment Client 2<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

2 Week Reminder to chase the client for signed client care papers<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Draft Will<\/span><\/span>\n\n\n

Please note: Mark the task as complete once you have drafted the Will<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase(CHASING)<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will Template<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Send Draft Will for Approval<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Invoice Template<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div>

Client – enc. Draft Will for Approval<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

2 Weeks reminder to chase the client for approval of the draft Will<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> File Closing Procedure<\/span><\/span>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Ensure file risk sheets are completed before archiving<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client File Closing Letter<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase(CHASING)<\/p><\/div><\/div><\/div><\/div>\n\n\n

\n

Documents available within Document Production<\/strong><\/p>\n\n\n\n

    \n
  • FW_WIL Client blank letter <\/li>\n\n\n\n
  • Client Initial Questionnaire FW \u2013 a questionnaire which can be used at the first meeting or sent to the client for completion prior to the first meeting <\/li>\n<\/ul>\n\n\n\n

    <\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

    This workflow assists with the management of a Wills instruction, by collecting all necessary information via a Questionnaire and using that to generate documents and correspondence throughout the matter lifecycle. Please note: Mark the task as complete once you have drafted the Will Documents available within Document Production<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[36],"class_list":["post-15463","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-private-client"],"acf":[],"yoast_head":"\nWill Writing - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Willsworkflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Will Writing - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Willsworkflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/wills\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:45:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/11\/image-20.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/wills\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/wills\/\",\"name\":\"Will Writing - 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