DMReview
July 1, 2005

by DMReview.com Web Editorial Staff

Excerpts:


“Northern Trust, one of the country’s most respected trust authorities, [has worked] with The SAVO Group in the launch of Will & Trust Forms Online. Built on SAVO’s SAM platform, Northern Trust’s new on-demand service for estate planning attorneys offers quick access to a centralized, comprehensive online library of legal assets—specialized wills, trust agreements and forms in template format—and guided, rules-driven customization and delivery of completed documents for clients.

Northern Trust Personal Financial Services envisioned this innovative service after learning about the work SAVO had executed for Northern Trust’s Corporate & Institutional Services group. In that engagement, SAVO applied SAM technology to enable a more efficient and effective sales process by serving up materials such as competitive intelligence tailored to address a specific prospect situation. The financial institution immediately saw how SAM’s content search and customization workflow was also a fit for the legal community.

Will & Trust Forms Online is an evolution of the reference binder that Northern Trust has long made available to attorneys in hard-copy and desktop format. Through the flexibility and convenience of the underlying web-based SAM platform, this secure solution delivers enhanced functionality that makes it even easier for estate planners to serve clients more quickly, precisely and accurately.”