Welcome

We have many years experience in delivering a Will and LPA service to clients through our introducer network. Our Will questionnaire is designed to help you create intergenerational conversations naturally, prompting new financial services opportunities, and potential new introductions.

Complete the Will and/or LPA questionnaires with your client then simply send to us (either via email or our secure document upload) and we will engage with them directly to ensure the planning is done. You receive £70 for the completion of a Will Questionnaire and £70 for either one or both LPA questionnaires i.e. up to £140 in total. Alternatively, you can ask for this to be given as a discount to your clients. On the ‘Partner Fee Paid’ question on the Will questionnaire simply select ‘Y’ if you wish to receive the fee or ‘N’ if you wish us to discount it.

Wills and LPAs are the foundation of good financial planning. Completing the questionnaire with your client provides an added value service, and ensures a good outcome for them. The consequences of not having the planning in place can be a nightmare. Don’t let that happen to your clients!

Will Review Service – You can add value to your clients by offering to review their current planning using our FREE service.  Send us a copy of the Will and an outline of their circumstances and we will let you know if the Will is still relevant and if changes in legislation will affect the current planning.

Supporting you – as an introducer of work to us, we are always on hand to answer any queries or questions you or your clients may have. Please feel free to give us a call.

Your Will – as well as receiving the £70 for sending the completed Will questionnaire, if you would like to do your Will through us  we will provide a further £35 discount for you and £35 discount for your partner/spouse if they are doing a Will at the same time.

A fixed fee service priced solely on the work involved. No hourly rates or percentages of the estate. One of our qualified probate practitioners will speak with the client at the outset and will be their main point of contact through to completion of the work. No call centres or sales consultants. Complete our probate questionnaire and we will provide a no obligation quote.

We provide advice on the suitability of Trusts, and create documentation such as Trust deeds, appointment of trustees etc, as well as offering Trust administration services. We can also help with other planning such as Deeds of Variation.