Selecting Beneficial Trust & Will Company means you can be assured that you can offer your clients a bespoke portfolio of services, particularly if their affairs are complex. We partner with a carefully selected nationwide network of professional advisers and product providers. Whatever the Estate Planning requirement, we have it covered;
- Simple & Complex Wills
- Specialist Will Trusts such as Protective Trusts for a property
- Asset Protection Trusts
- Estate Administration & Probate
- Lasting Powers of Attorney (LPA)
- Advice for business owners i.e. Business Trusts
- Co-habitee planning if you are unmarried but live together
- Advanced Directives (Living Wills)
- Annual Safe Custody of documents (Storage)
- Guaranteed Funeral plans
- Digital Legacy Planning (what will happen to any online accounts)
From just providing a Will service through to a full Estate Planning service our team will help get you set-up and heading in the right direction for your clients, providing another solution to their needs - giving them another reason to come to you for your services.
Just call us on 01522 500823 to find out how we can help your and your business grow further, or become a member now.