Advantages of using our service

 

  • No joining fees or monthly subscriptions
  • Provide your clients with a full estate planning service
  • Increase your client portfolio through referrals
  • Enhance the service you give your existing clients and gain cross sales on review
  • We provide templates and emails for you to send to the executors, trustees and guardians, along with guidance brochures to help them understand their roles
  • You cut out the need for third party involvement, dealing directly with your clients during the whole process
  • We have a simple pricing structure and offer very competitive recommended retail prices
  • Offering a Will service provides you with the perfect opportunity to review any life assurance the clients may have in place to ensure they are fully protected and that the policy is written in trust

 

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