Our partner specialises in supporting clients with all aspects of Estate Planning including Wills, Lasting Powers of Attorney (Powers of Attorney in Scotland) and Trusts. Our unique proposition involves all 3 parties working together to create a joined up process that’s mutually beneficial to all.
The proposition provides an opportunity to develop client relationships, increase client retention and provide an additional income stream for Adviser businesses.
We work with you to encourage existing clients to take up the offer of a Will review or discuss the potential benefits of having a Will written where one does not exist. Trained legal consultants, qualified through the Institute of Professional Will Writers (IPW and ISPW), are provided to manage the initial consultations and create new business opportunities for the Adviser.