We know that the legal services market, in particular private client work, continues to undergo unprecedented structural change. New disruptive business models have emerged; these have been quick to respond to changing customer needs and leverage new technology to challenge traditional law firms. Providers are increasingly looking to technology (and other innovative ways of delivering services) to retain market share and grow their businesses. Clients (both individuals and businesses) are now choosing legal services from a while range of providers.

With the above in mind, we would value your participation in completing the attached survey, by following the related links. We can assure that all replies to our surveys will be treated as confidential. 

The survey will allow us to gauge attitudes to a proposed new pre-paid probate product for lawyers. The Survey has been split into two — one survey being Wills focused and the other being Probate focused — the link to each is set out below.

www.surveymonkey.co.uk/r/JHRG7XZ 

and 

www.surveymonkey.co.uk/r/JHPKTP3 

The policies will be provided by one of the main branded financial institutions (who are authorised by the Prudential Regulator Authority and regulated by the Financial Conduct Authority), who will also administer the same.  

Thanking you in advance for your time and input. We will read every comment.

Question Title

* 1. Does your firm offer both will writing and probate and estate administration services to clients? 

Question Title

* 2. What percentage of wills written by your firm appoints your firm as executor?

Question Title

* 3. Does your firm offer will writing services at a fixed fee?

Question Title

* 4. If your firm writes wills; how many wills does your firm write in a calendar year?

Question Title

* 5. If your firm stores wills; how many wills does your firm store currently in it's will bank?

Question Title

* 6. What percentage of clients who write wills also prepare Lasting Powers of attorney with your firm?

Question Title

* 7. What percentage of clients who write wills also have put in place a pre-paid funeral plan?

Question Title

* 8. Have any of your clients, for whom your firm has prepared wills, expressed an interest in pre-paying for their probate fees?

Question Title

* 9. If a pre-paid probate fee plan was available (similar to pre-paid funeral plans) what percentage of clients who write wills would be prepared to put this in place?

Question Title

* 10. If a pre-paid probate fee plan was available (similar to pre-paid funeral plans) would your firm be prepared to offer this to clients?

T