APS Legal & Associates Limited are part of SimplyBiz and train hundreds of advisers a year, allowing them to offer will writing and estate planning directly to their clients.
Asking your client if they have a Will is standard practice for a financial adviser. It also appears standard practice that many clients will answer 'no', and will continue to answer 'no' every year you visit them. Putting off that important action of writing their Will is commonplace. Sometimes a client has a Will, but when was it last reviewed? Is there any planning gone into the Will? Is it tax efficient? Does it protect their assets against potential care fees or re-marriage?
As their financial adviser, all your hard work risks being undone if they die intestate (without a valid Will) or if a current Will isn't written to protect their assets.
According to the latest research from Unbiased;
Many financial advisers are focussing on post death planning and are now adding Will writing and Estate Planning to their services in order to ensure that the correct content is in their client's Wills.
APS Legal & Associates Limited have set up a ready-made business which is simple and cost effective for you to offer personal legal services to your clients and to enhance your income.
APS Legal & Associates Limited have trained hundreds of financial advisers to offer Will writing and estate planning through a regional 3 day course.
After attending our three day course and passing a short written exam with a role play exercise, you will be able to advise clients on the legal aspects of estate planning and take instructions for legal documents. We produce all the legal work for you.
We have set up a ready made business which is simple and cost effective for you to offer personal legal services to your clients and to enhance your income.
You can provide our services directly to your clients and we will happily develop and support you and/or your staff to become fully qualified Associates.
We will put you through our exclusively designed IFA 3 day training course where you will receive an industry recognised qualification. We will provide all the ongoing support required for you to provide a complete Estate Planning service to your clients. There is just a one off Licence and Training fee to become an Associate. This will include amongst others the following:
There is no cost for the course; this is embedded in a monthly licence and support fee of £79.00 per month for the first year (contracted for the first 12 months) then this drops down to £35.00 per month from month 13 onwards.
"I recently attended the APS Legal & Associates Limited 3 day training course and have already booked my first appointments. I'd recommend the course to any financial adviser. It is a great excuse to go back and see your clients" - Alan Blackwell (IFA) - Shawcross Blackwell Financial Advisers