Marketing of Probate to clients

When talking to your client about retirement, old age funding, mitigating care fees this is an ideal opportunity to present the fact that you, as their trusted financial adviser can also manage their affairs when died and consequently be there for their beneficiaries to speak to when they inherit new wealth.

The fact find that you conduct with clients has a section about if they have a valid and up to date Will – why not use this time to state that you also offer probate? You can also train to be a Will writer too via us. 

If you do conduct Will writing why not contact the Executors in the Will and introduce yourself and specify that you can assist them should they wish.