Knowledge Base

The knowledge base that sits alongside the platform. It covers two kinds of knowledge - how the platform works, and the law behind it - and links the two together.

Sections#

• Platform Product - platform-specific: the documents it produces (wills, trusts, LPAs) and how the app works.
• Using the Platform - how each screen of the adviser app works (Pages), plus step-by-step task walkthroughs (Tutorials).
• Estate Planning Basics - plain-English explainers of the underlying law, independent of the platform.
• Glossary - short definitions of legal terms, auto-linked across the wiki.

What's inside#

• Platform Product › Trusts - the ten trusts you can build into a will, each linked to the law behind it.
• Platform Product › Documents - wills, LPAs, and Severance of Joint Tenancy.
• Using the Platform › Pages - how every screen of the adviser app works.
• Using the Platform › Tutorials - ten click-by-click walkthroughs, from first login to a finished, paid order.
• Estate Planning Basics - start with Understanding Trusts: what a trust is and a tour of every main type (England & Wales).