Notaries: first meeting for a will with online booking

How notaries can let clients book a first meeting for a will online: a dedicated service, what to bring in the description, a short note and follow-ups.

5 min read

People thinking about a will hesitate to call. A clear booking page, with a service that explains what the first meeting covers, makes the first step easier. With Book, clients book a first meeting about a will on your own booking page, and you book the follow-up and signing appointments from your list.

Services for wills

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

ServiceExample slotPlaces
First meeting about a will45 min1
First meeting, couple1 h1
Will signing30 min1
Estate planning follow-up45 min1

Durations are examples. Set your fees according to the rules that apply to you; an empty price is hidden.

Couples book one place

Each online booking takes one place. For a couple, create a couple service with one place: one person books for both. Say in the description that both should attend.

What to bring

Use the description to list what clients bring: identity documents, any previous will, and the list of documents your office asks for, according to the rules that apply to you.

Keep family details out of the note

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file, which family members may see. Say in the description that the note is only for practical questions, such as access or a preferred language, and that wishes and family details are discussed in the meeting.

Follow-ups from your list

After the first meeting, book the signing and any follow-up yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file. Slots repeat weekly on the weekdays you choose until an end date.

Changes

Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

What Book doesn't do

Book doesn't store documents, take payments or send reminders. One booking page per business, no staff field: with several notaries, create services per notary. See the guide on property sale signing appointments. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Can a couple book one meeting?
Yes. Create a couple service with one place.
Where do I list documents to bring?
In the service description.
Should clients describe their wishes in the note?
No. The note appears in their calendar file.
Who books the signing?
You do, from your bookings list.

Guides for notaries