Professionals

The benefits of estate planning for your business.

Advise your clients on writing their will and in other areas of estate planning, including probate services, whilst our team of professionals will provide all the support you need.

Estate planning and will writing – you advice your clients, we draft each document. Our industry leading 3-day will writing and estate planning course will give you the background you need to help clients and will also give you a professional accreditation.

Probate services – you support your client’s family, we administer the estate. Join our webinar for super-fast training.

Reasons for advisers to help clients in will writing and estate planning. Our Business Development Director gives away where advisers are missing out and gives advisers 3 reasons to get involved.