Stonebridge has integrated the ULS Technology adviser system for instructing wills and lasting powers of attorney into its own Revolution technology.
The system allows advisers to input their clients’ basic details in order to obtain accurate will and LPA quotes for their individual circumstances.
Stonebridge firms will be able to compare the services of more than 50 solicitor firms who compete via the system and select quotes based on price, distance or service and instruct the solicitor firm immediately.
They will also have access to the ULS UK-based help desk, which is open seven days a week.
Last month Stonebridge announced a new dual conveyancing proposition for its AR member firms offering them access to both BM Solutions Conveyancing and eConveyancer (part of ULS Technology), via its own Revolution technology system.
Paul Nye, business partnerships director of Stonebridge Group, said: “Advisers discuss will provision with clients as part of their initial fact find process and where an up to date will is not in place, suggest clients address this as soon as possible.
“However, all too often clients neglect making a will as they don’t know which firm to speak with for straightforward affordable advice.
“The service offered by ULS means our ARs can confidently help their clients to obtain immediate quotations at a very competitive price.
“The referral process is simple with excellent ongoing support so there really is no excuse for clients not arranging their will. Indeed, given the minefield that can be opened up by those individuals who die intestate, there is something of a moral obligation to point clients in the right direction.”
emma.hughes@ft.com
