Founding-firm places are open: £75 a month per adviser for your first 12 months. Join the waiting list

The signing isn’t the end of the relationship

Set how often each client should review their will. Willbench tells you who is due, years after the signing.

Join the waiting list
Mrs Helen WrightWRIG0001
  1. Oct 2021Will signedReview set for every 5 years.
  2. Jun 2024Note addedMoved house. Address updated on the case.
  3. Oct 2026Review dueOn the dashboard a month ahead.
  4. Oct 2031Next reviewSet again after the review.
How it works

Set it at signing. Forget it until it matters.

  1. 1Choose a review interval when the case is signed.
  2. 2Due reviews appear on your dashboard a month ahead.
  3. 3Reopen the case: the original answers are still there.
Review every

Will reviews due

Next 30 days
Mrs Helen Wright
Signed 14/10/2021 · WRIG0001
Due this week
Mr and Mrs Patel
Signed 02/11/2021 · PATE0002
Due in 3 weeks
Mr Gareth Evans
Signed 09/11/2023 · EVAN0001
Due in 4 weeks

Lives change. Wills should keep up.

  • Marriage or civil partnership
  • Separation or divorce
  • Children and grandchildren
  • Buying or selling property
  • An executor who can no longer act
  • Starting or selling a business

Turn every signed will into a returning client

Founding firms pay £75 a month per adviser for their first 12 months.

Join the waiting list