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Categories: estate planning

  • Discovery lifts Will completion and storage rate by 37% through behavioural incentives

    Key data and insights:
    Clients with Vitality Money have a 37% higher Will completion and storage rate. 6 in 10 clients without Vitality Money don’t return their Will for secure storage, leaving the original document at risk of loss, damage, or being difficult to find when needed. Discovery’s quality checks catch signing errors in 18% of Wills (1 in 5) returned for storage, allowing these err