A Complete Estate-Planning Infrastructure for Your Firm
Your Wills Portal is a white-label version of HoneyPro — an intelligent, automated estate-planning system designed by legal experts. It gives your firm a complete digital infrastructure for delivering self-service estate-planning support to your clients, without providing legal or financial advice.
Self-Service Review
Your clients complete a guided, step-by-step estate-planning review in their own time.
✔ Expert-designed question flow
✔ Tailored client report
✔ Clear next steps
Automated Document Workflow
Your Wills Portal automatically collects, organises and processes client data.
✔ Full data capture
✔ Complete estate information
✔ Document generation
✔ Download & self-print options
Business Insights & Growth
Powerful Business Tools
Your firm gains unique insights and new revenue opportunities.
✔ MI / reporting
✔ Upsell & cross-sell visibility
✔ Lead generation
✔ Commission statements
Four Ways Your Firm Can Use Your Wills Portal
Your Wills Portal gives your firm a flexible way to add a complete estate-planning infrastructure — without training, hiring, or taking on compliance risk. Choose the option that fits your business.
White Label
Leverage your existing brand with a complete, automated estate-planning platform powered by Your Wills Portal.
✓ Full white-label experience
✓ Your branding, your client journey
✓ Automated document creation
✓ No estate-planning expertise required
✓ Seamless integration with your business
Introducer
Introduce partner firms and earn upfront and residual income.
✓ Upfront commissions
✓ Ongoing passive income
✓ No admin or service delivery
✓ Ideal for IFAs & accountants ✓ Zero cost to join
Referral
Refer clients to the platform and receive referral revenue for each completed case.
✓ Simple referral link
✓ No compliance burden
✓ No product knowledge required
✓ Easy add-on income
✓ Fast for clients
Charity
Provide supporters with a valuable service while creating long-term legacy giving.
✓ Supporters receive a fully guided review
✓ Sustainable legacy donation stream
✓ Automated from start to finish
✓ No operational overheads
✓ Ethical and supporter-friendly
How Your Wills Portal Works
Your WIlls Portal uses the same intelligent, automated estate-planning process trusted by Honey Legal. Each client follows a clear, guided journey from start to finish - with no pressure, no confusion, and no technical knowledge needed.
This positions the system as:
✓ easy
✓ guided
✓ compliance-safe
✓ client-controlled
✓ structured
Step 1: Review & Purchase
Clients complete a guided, step-by-step estate planning review online, supported by clear explanations and examples.
✓ Self-service review
✓ Intelligent question flow
✓ Tailored client report
✓ Easy online purchase
✓ Finance options available
Step 2: Data Capture & Document Generation
Your Wills Portal automatically collects and organises every detail needed for wills, trusts, LPAs and associated documents.
✓ Full data capture
✓ Automated document drafting
✓ Everything generated digitally
✓ Clients can download and print
✓ No manual admin required
Step 3: Analysis & Ongoing Management
Firms and introducers gain access to simple reporting tools, making it easy to understand activity, commissions and opportunities
✓ Clear business insights
✓ Upsell and cross-sell indicators
✓ Automated commission tracking
✓ Lead generation tools
✓ Simple portfolio management
Ready to Begin or Want to See the Portal in Action?
Whether you're a client looking to secure your family's future, or a firm exploring a fully-automated estate-planning system, Your Wills Portal gives you a fast, guided experience with no pressure and no jargon.
No hard sell. No obligation. You stay completely in control of the process.
Your Wills Portal provides estate-planning technology and document-generation services. We do not give regulated financial advice. Where financial advice is required, we recommend clients speak to a suitably authorised adviser.