How Amadeus Legal Services is Modernising Estate Planning for a New Generation of Clients
Legado’s Digital Vault is helping Amadeus deliver a smarter, more complete estate planning experience – from secure storage to seamless client engagement
Challenges
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Difficulty keeping clients’ wills and estate documents accessible and up to date over time.
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Limited client visibility on what to do beyond will writing.
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Clients left responsible for storing and organising critical information themselves.
Solutions
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Introduced a secure Digital Vault to help clients organise every part of their estate – from wills and trusts to passwords, policies, and property documents.
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Made it easier for clients to update their information, review existing plans, and store personal digital assets in one place.
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Offered a more comprehensive and ongoing service, moving beyond transactional will-writing to long-term client engagement.
Why were we needed?
Amadeus Legal Services has built a strong reputation for delivering expert, personalised estate planning – from will writing and trusts to inheritance tax planning and powers of attorney. But they knew that modern clients needed more than just paperwork.
Clients were frequently unsure how to safely store their documents, often relying on ad-hoc filing systems or taking on the responsibility themselves. With digital lives growing in complexity – from online bank accounts to digital subscriptions – Amadeus wanted a solution to help clients build a full and future-proofed picture of their estate.
They also recognised an opportunity: providing clients with a secure, ongoing digital space would not only make estate planning more complete but would also create more moments to re-engage with clients over time.
What did we do?
We partnered with Amadeus Legal Services to embed our Digital Vault into their client proposition. This meant that every client had access to a secure, encrypted space to store all their key documents and digital assets – beyond just their wills.
From lasting powers of attorney to care fee planning documents, the Vault became a central hub for clients to manage, share, and safeguard their most important personal documents.
Amadeus also introduced the Vault as part of its Client Care Package, providing a cost-effective and future-ready way to keep clients engaged – and their wishes up to date.
What was the impact?
- 📈 Higher client retention through a service that evolves with client needs
- 📁 Dramatic reduction in document loss or confusion thanks to a centralised, accessible system
- 🔁 More frequent and meaningful client interactions – especially regarding will updates and changes in family circumstances
- 💡 Enhanced proposition that positions Amadeus as not just will writers, but trusted life planning partners
- 🔒 Improved compliance and data security by eliminating the risks of lost paperwork or unprotected files
“Writing your will is just one part of the puzzle. The Digital Vault helps our clients bring the rest of the picture into focus. It’s about peace of mind – for today, tomorrow, and beyond.”
— Sidharth Mohanty, Amadeus Legal Services
Want to see how it all works?
