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A practical aftercare offer
for will writers

Help your clients keep wills, LPAs and life’s important documents safe, organised and accessible after the appointment has ended - while creating a new recurring revenue opportunity for your business.

How Keyra works

Simple to use, easy to explain

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Send it to Keyra

You and your clients add wills, LPAs, letters of wishes and other important documents simply by emailing them to Keyra. One simple idea you can introduce at the end of an appointment.

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Keep it organised

Their documents stay together in one secure digital vault, with important information organised and easy to update as their lives change.

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Find it when it matters

Clients can access their documents and arrange access for people they trust, helping families find important information when it is needed.

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Recurring revenue

Keyra gives your client one secure digital vault for all their important documents— and gives your business an opportunity to support ongoing client care and create recurring revenue.

Why Keyra matters

for will writers
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Add value beyond the appointment

Give clients a useful next step after their will or LPA is complete.

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You help clients put important plans in place. Keyra helps them keep the resulting documents together, alongside the wider information their families may need.

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It gives you a practical aftercare offer: a secure place for clients to stay organised long after the initial instruction.

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Stay front of mind

Give clients a reason to stay connected as life changes. 

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Families grow, circumstances change and important information needs updating. Keyra gives you a natural reason to keep document organisation part of the conversation.

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Support long term client care and reinforce your role as someone clients can turn to beyond their first appointment.

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Create recurring revenue

Build an ongoing service around a lasting client need. 

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Important documents need a home beyond the day they are signed.

 

Offering Keyra gives your business an opportunity to create recurring revenue while providing something useful to clients.

What can clients keep in Keyra?

Their estate-planning documents, and the other information that matters.

Wills & LPAs

Family documents

Property documents

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Letters of wishes

Financial and insurance information

Secure, organised, accessible.

Help families find what matters

A will or LPA may be only part of the information a family needs. Insurance policies, financial records, property documents and important contacts can be scattered across inboxes, drawers, folders and old devices.

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Keyra helps your clients bring that information together before it becomes urgent. Offering it as part of your aftercare gives them a practical way to prepare — and gives their families a clearer place to start.

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Organised

Accessible

Secure

To find it when it matters, send it to Keyra

Early partner opportunities

Help shape Keyra for will writers

We’re inviting will writers to join our early partner group. Explore a practical aftercare offer, discuss the recurring revenue opportunity and help shape how Keyra supports your clients and your business.

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Leave your details and we’ll be in touch to discuss getting involved.

Make Keyra part of your aftercare

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