Operations Systems
Will and Estate-Planning Document Platform for a Singapore Firm
A will and estate-planning platform for a professional services firm in Singapore. Guided client intake feeds firm-approved clause templates and produces the will and asset-list documents.
- 70
- Automated checks per release
- 2
- Joint ownership types handled
- SSO
- Corporate single sign-on
The problem
Will instructions were collected on paper and in email, then retyped into documents. Identity numbers, dates and ownership types were checked by eye. The firm needed client data kept in its own cloud and behind its own sign-on.
What we built
- Guided client intake that autosaves at every step.
- Validation of identity numbers and dates; nationality and residency conflicts flagged.
- Asset list that records joint tenancy versus tenancy-in-common.
- Will wording drawn only from clause templates the firm has approved.
- Will drafts and asset-list PDFs generated from the intake.
- Hosted in the firm’s own cloud with corporate single sign-on.
Systems built
Guided Client Intake
Step-by-step intake that saves as the client types. No save buttons.
Data Validation
Checks identity numbers and dates, and flags nationality and residency conflicts.
Asset List
Records each asset, including joint tenancy versus tenancy-in-common.
Clause Templates
Will wording comes only from templates the firm has approved.
Document Generation
Generates will drafts and asset-list PDFs from the intake.
Firm-Owned Hosting
Runs in the firm’s own cloud, behind corporate single sign-on.
Release Testing
70 automated checks across phone, tablet and desktop before each release.
Results
- 70 automated checks across phone, tablet and desktop before each release.
- 2 joint ownership types recorded per asset.
- Client data held in the firm’s own cloud, behind corporate sign-on.