According to the Alzheimers Society, 900,000 people are living with Dementia in the UK today and this is expected to rise rapidly. Many of these people will go on to write wills or have already; their dementia doesn’t necessarily mean they lack capacity to do so. Therefore, it is inevitable that many of you will have clients that have dementia.

Dementia comes in various forms and levels and some variations are milder than others. WillSuite is here to help you support your clients with dementia and other conditions and ensure they are in the best position possible to write a Will. 

There are steps you can take to make the process more accessible to those clients with Dementia and other health conditions. Code 3.4 of the SRA code of conduct states that you must ‘consider and take account of your client’s attributes, needs and circumstances.’ WillSuite has features to ensure that you suit these needs:

1. Because the documents drafted in WillSuite are in plain English, our Wills don’t waffle with legal jargon. This is to ensure the understanding of the wills and to reduce the chance that there will be miscommunication between you and your clients. 
2. The questionnaires are simple, coherent and easy to use - this will ensure that the client has every need met.
3. Pipelines and chaser automation help you to track client progress so they don't have to. This makes sure that nothing is forgotten about or overlooked and client satisfaction is met to the highest level.
4. SMS and appointment reminders so you can avoid no shows and are supporting your clients through the process. 

These features ensure that you are providing the best customer experience possible for your clients. 

There are also aspects of our questionnaires that ensure the safety and protection of the client is being taken care of. We ask specific questions that aim to increase client satisfaction and comfortability for the client and make sure that they receive the best experience possible when creating a Will with you. Here are some of the questions that are asked within our questionnaires:

1. A detailed description of the client’s physical health 
2. Listing any concerns about their capacity, confusion or memory loss
3. Does the client have testamentary capacity?
4. Does the client understand that they are giving instructions for a Will?
5. Are they aware of who may have a claim on their estate?
6. Are there any other people present at the time of taking instructions?
7. Is the client satisfied that they aren’t being unduly influenced by any other person?
8. A detailed description of any disabilities if applicable

To check out how you can improve your quality of client satisfaction using WillSuite, sign up to our 14-day free trial at https://willsuite.co.uk/will-writing-software-trial 

Thank you for reading!