STRAIGHTFORWARD succession

Professional invitation

Invite your Clients to an Intentions Account.

Private client upload

Clients create and upload in their own homes.

Secured
​storage

​Secured under Two-Key Solicitor activation.

personal nomination

Clients privately nominate Beneficiaries.

access and archive

Database for posterity and legal analysis.

Instances AND CIRCUMSTANCES

Intentions caters to the evolving landscape of modern life, bridging change.

Family dynamics

The definition of family is in flux, and with it comes added complexity and negotiation.

health

Knowledge of terminal conditions is becoming more transparent, offering time to express.

Materialism

Succession of material ownership is becoming diverse, highly structured and multiplex.

your facilities, as requested

Online interviewing

Engage and interview your Clients with ​​personalised video, audio or checklists to ensure you get their intentions clear.

notice for Beneficiaries

​​​Streamline the notification process for Beneficiaries and progress each Client account from inception to the archives.

upload internal artefacts

Upload Death Certificates, Estate IRD numbers, bank documents or just simply consolidate your internal note taking.

paper-less documents

Consolidate Will duplicates and attach all Client portfolio documents for their personal reference.

Live account updates

Maintain active databases of your Client accounts with
real-time Client uploads or updates of contact details.

compile audit trails

Establish the creation date of a Will through a detailed audit trail for internal records and archiving.

automate communication

​​Create customised email templates and set automatic reminders for Will updates and internal communication.

generate reports 

​​Instantly generate reports from your Dashboard to review account statuses, activity and portfolio management.

bank level security

All data is secured at rest and in transit using industry best practices to ensure Client privacy and integrity.

Be a part of the development

Intentions is on the look-out for more innovative early adopters eager to trial and contribute.
Register your interest now to be a part of the legacy.