Sourcing platform Advise Wise has extended its one-click instruction to Forever Legal’s later life legal services.
The integration will allow Advise Wise members to instruct Forever Legal directly from a client case within the platform.
Users can quickly instruct Forever Legal without having to rekey client details and automatically transfer client data to ensure a “seamless experience and enhanced efficiency”.
By instructing through the platform, Forever Legal is offering advisers an exclusive deal for the client with a free standard regulated will and a free Property and Financial Lasting Power of Attorney (LPA) included in their standard fee.
The firm said this marked a “significant enhancement” of its “ongoing commitment to providing its members with the most innovative and time-saving tools.”
Daniel Edmondson, national account manager at Advise Wise, said: “We are excited to extend the one-click instruction feature to Forever Legal, offering our members even more flexibility and efficiency when managing client cases.
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“This integration is designed to reduce administrative time, allowing our members to focus more on delivering exceptional legal services.”
Adam Carnall, director of partnerships at Forever Legal, said: “We are delighted to announce the integration of Forever Legal’s later life legal services with the Advise Wise sourcing platform.
“This partnership, featuring the innovative one-click instruction process, simplifies the journey for advisers and clients alike, ensuring a seamless, efficient, and user-friendly experience in later life transactions.
“Together, we are ensuring that new business partners joining Forever Legal can enjoy the same incredible speed, reliability, and quality of service that our existing introducers value so highly.”
In November, Advise Wise streamlined its support for vulnerable clients.
