1) Cost efficiency & paperless working
Minimise document storage costs and reduce environmental impact with digital files that are encrypted, backed up, and securely shared.
2) Simple and user-friendly
The SharedAffairs platform is designed for ease-of-use, so both clients and firms can manage everything with confidence.
3) Enable clients to start their will
When clients connect with your firm through SharedAffairs, they’re prompted to begin completing a smart will-writing tool. This structured approach helps them gather their thoughts and preferences, making them more likely to write their will professionally with you.
4) Will information imported directly into your templates
Client entries are imported directly into your firm’s will template, allowing you to review, amend, and finalise quickly, saving significant time and admin.
5) Secure vault for sharing existing will or its location
If they already have a will, they are prompted to store a copy of it on-platform, in a secure vault and the location of the physical signed, witnessed copy (which may be with you) to ensure their loved ones know where to find it when needed.
6) Ongoing client engagement
Clients can update their will, funeral wishes, and executor notes at any time, giving you continuous opportunities to support them over time.
7) Professional portal for your clients
SharedAffairs is more than a digital will tool, it’s a secure, private space where your clients can plan ahead, protect their loved ones, and stay connected to trusted professionals like you. It becomes the place to prepare for everything, from legal and financial planning to daily life admin and personal messages.
8) Probate Vault and asset tracking
Clients store financial and asset information for executors, and you can guide them or offer your probate services in-platform when the time comes.
9) Promote your services in-platform
Advertise your will-writing, probate, trust or LPA services (and fees) directly to active users who are planning their affairs.
10) Lead generation with QR campaigns
Use a system-generated personalised QR code or URL in your marketing to drive sign-ups through a co-branded page, with new clients auto-linked to your firm.
11) Digital legacy planning
Help clients organise their digital lives by storing online account instructions and digital asset access.
12) 24/7 access and audit trail
Clients and solicitors can access documents securely anytime, with a full history of changes and access logs.
Stand out as the professional who helps families
plan with peace of mind with legal tech.
Sarah has been advising clients on wills and probate for over a decade. She’s efficient, well-regarded, and prides herself on offering a personal service. But in recent years, she’s noticed a shift: clients expect faster turnaround, more transparency, and digital convenience.
She’s also losing younger, tech-savvy prospects to online will-writing platforms that offer “quick and easy” solutions, even if the legal quality is lacking.
Sarah joins SharedAffairs with the solicitor partner account. It takes minutes to set up her firm’s co-branded portal. She can now invite new and existing clients to use SharedAffairs, either via email or a custom QR code added to her marketing brochures and website.
She sends an email to her clients
One of Sarah’s clients, James, is a business owner who had been putting off writing a will for years. Like many clients, he didn’t know where to start, felt too busy, and found the idea of legal meetings off-putting. He used Sarah’s solicitor practice for conveyancing for his first home but never approached them about his will.
He receives the promotional email from Sarah’s practice with a QR code and link to sign up to SharedAffairs to help him get organised. He loves the idea of a feature-rich app he can use for essential life planning and he signs up.
James gets organised
Noticing the structured will-preparation tool he tries it out. He finds it clear and easy to use entering the following information as and when he remembers to, over the next few days, sometimes at his desk, sometimes on the train to work using his mobile:
He also starts building his Executor Pack in SharedAffairs, including his bank accounts, insurances, and even instructions for his digital assets.
SharedAffairs made it simple. The step-by-step tool let him start privately, at his own pace, and helped him feel organised. Once he’d entered the basics, he’d overcome the main blockers to thinking about his estate plan. Now connecting, over a dedicated solicitor portal, to finalise things felt easier and secure.
Sarah Gets a Head Start
Before their meeting, Sarah receives a pre-filled summary of James’s intentions, mapped into her own firm’s will template. This saves her an hour of form-filling and note-taking, allowing her to focus on giving advice, identifying complexities, and adding real value.
She finalises the will and uploads a copy back for James’s to print off and sign in the presence of two witnesses. He does that when he’s happy with it and uploads it into his secure vault, where it’s locked and ready for future access in case of emergency.
Ongoing Engagement, No Extra Work
Months later, James updates his executor list and adds a new asset. Sarah is notified (non-invasively) and reaches out to offer a quick review.
Later still, when James begins thinking about LPAs and setting up a trust for his children, he sees Sarah’s service offer displayed within SharedAffairs and books a consultation. She has access to his previous will and he can share his asset information on SharedAffairs so that she can preview his situation and take everything into account before they meet. She doesn’t even have to be in the office, she can do it securely online, on her phone or tablet from anywhere.
When the Time Comes…
Years down the line, James passes unexpectedly. His executors use SharedAffairs to access the information he left them in the especially designed, easy to understand, Executor’s Pack. They find:
– A clear, current will
– His funeral wishes
– Executor instructions
– A full asset and liability list
– A downloadable, pre-filled probate application
– And contact details for Sarah
Sarah’s solicitor practice is contacted immediately. They hold all the relevant information and take what they need from the Executor Pack making the probate process smooth. Jame’s family doesn’t suffer the usual issues in searching for the relevant information as James listed all his assets, insurance policies, crypto currency, shares and anything significant he owned, in his SharedAffairs asset repository. The probate submission process is therefore quicker and the family is grateful they don’t experience the delays, they hear of from others, in receiving legal ownership of James’s estate. Sarah’s professionalism shines, and her firm’s services are retained for future generations.
What solicitors love about SharedAffairs
✅ Prepares clients in advance
✅ Saves time and admin
✅ Boosts client satisfaction
✅ Secures new leads via QR code & in-platform ads
✅ Retains long-term relationships
✅ Keeps them ahead of online-only providers
SharedAffairs gives solicitors a digital edge without losing the human touch. It saves them time, impresses clients, and keeps them connected for years. It’s how they can stay modern and personal at the same time.
For individual users and your clients, SharedAffairs is more than just a will-writing tool; it’s a private, secure space where your clients can organise their lives, prepare for the future, and stay connected to trusted professionals like you.
From legal and financial planning to life admin and personal messages, SharedAffairs gives them a single, encrypted platform to manage what matters most. Clients can begin their will through a smart Q&A tool, gather their thoughts, and share them with you to finalise in your own format, giving you a head start, and giving them confidence in the process.
The platform goes far beyond wills.
Clients can upload and organise everything from IDs and property documents to insurance, utility bills, and vehicle records, complete with renewal reminders and secure sharing. They can record passwords in a private vault, assign emergency access, and log organ donation preferences. When the time comes, they can generate a probate-ready Executor Pack, complete with a live asset list and pre-filled UK Government forms, helping their executors and your team move faster with less friction.
SharedAffairs keeps you close to your clients across their lifetime.
You can be their recommended solicitor, offer services in-platform, and stay engaged as they update their will, funeral wishes, or digital legacy. Everything is accessible 24/7, logged securely, and paper-free, offering clients peace of mind, and helping you stand out as the professional who’s thinking ahead.
Your clients get access to the latest life-planning and legal tools that reflect upon your professionalism.
SharedAffairs Prepares Them for Writing Their Will
Clients can begin their will planning through a structured Q&A tool that helps them think through executors, guardians, beneficiaries, and distributions. Their inputs can then be securely shared with you to finalise the will using your preferred template.
✅ Clients come to you prepared, saving time, and feel more confident in the process. You get a head start on their intent.
SharedAffairs Centralises Their Life Admin and Documents
Benefit: A full personal admin vault, reduces paper clutter and ensures nothing is forgotten or lost over time.
Stores and Shares Digital Information Securely
Benefit: Gives peace of mind that digital life (banking, email, crypto, social media) is protected and accessible to the right people when needed.
SharedAffairs enables Organ Donation Decisions
Benefit: Ensures their wishes are known and respected, easing the burden on family members at difficult moments.
Creates Executor Packs for Probate
Benefit: Makes probate faster, less stressful, and reduces the risk of missing critical financial information.
Records Private Goodbye Messages
Benefit: Preserves memories and provides emotional comfort to families during bereavement.
Connects Clients with Trusted Professionals
Benefit: Gives clients easy access to trusted experts when they’re ready, without needing to search externally.
Always Accessible and Private
Benefit: Offers long-term control, privacy, and clarity, even years after the first login.
Paperless, Sustainable, and Future-Proof
Benefit: Better for the environment, easier to manage, and more secure over time.
In Summary
SharedAffairs helps your clients:
Elevate Your Professional Practice For solicitors, will writers, and funeral service
providers, Shared Affairs is more than a digital tool—it’s a comprehensive service
enhancer that’s reshaping client engagement when it comes to client planning.
Realise the Benefits of Streamlined Operations
Client Management Made Effortless: Our platform simplifies how you organise and
access client information, offering you the flexibility to serve your clients from any
location, at any time.
Document and data Handling, Redefined: Share, review, and securely store
essential documents within our platform, facilitating a more collaborative and efficient
approach to document management.
Intelligent Will Oversight: With ‘Smart Will’ capabilities, ensure that each will is
crafted to the highest legal standards and reflects the nuanced wishes of your clients
—swiftly and accurately.
Accessibility Meets Security: Grant your clients the convenience of digital signatures
and immediate access to probate information, all within a secure environment that
protects their privacy.
A Client Journey, Reimagined Our platform redefines the client experience by
introducing transparency and ease to the process of end-of-life planning. It’s about
creating a journey that’s not only straightforward but also supportive and meaningful.
Confidence in Confidentiality We understand the importance of confidentiality in
your work. Our robust encryption and security protocols mean that sensitive
information is kept safe, allowing you to manage client affairs with confidence and
peace of mind.
Transform your Client Relationships Our commitment to reliability and support
helps you build and maintain strong client relationships. By providing consistently
dependable services, you encourage client loyalty and establish a reputation that
attracts new business.
b2b page v2 1Innovate and Grow Distinguish your services with Shared Affairs. Use our
innovative platform to enhance your offering, streamline your marketing efforts, and
guide potential clients directly to your firm. Set a new standard in legal services and
drive sustainable growth for your practice.
Specialised Features for the Legal Profession
For Solicitors:
Advanced Client Management: With our platform, you can enhance client
retention by managing all legal affairs with unmatched efficiency and security.
For Will Writers:
Seamless Will Creation: Our platform enables you to collaborate digitally with
clients, making the will-writing process more interactive and client-focused.
For Funeral Services:
Bespoke Funeral Planning: Offer personalised planning services that honour
the unique wishes of each life, supported by our sensitive and adaptable tools.
Streamlined Coordination: Facilitate a smooth planning process that respects
the needs of families during challenging times, reinforcing your role as a
compassionate provider.
A Lasting Digital Tribute Provide families with a digital space to celebrate the lives
of their loved ones. Our memorial feature is a dedicated place for sharing memories
and legacies, ensuring that the memories of the departed are preserved with dignity
and respect.
Join Shared Affairs Today Take the step towards a more connected and client-
centric legal practice. Register with Shared Affairs and discover how we can support
you in delivering a modern, efficient, and compassionate service.
Business management
Secure messaging
Custom branding Custom registration Enhanced security Secondary email Multiple departments Prioritised support
Funeral wishes
Smart wills
Create and print wills
Prepare for probate
Digital vaults
Personal folders
Alerts via SMS
Shared folders
Secondary email
Enhanced security