We offer a comprehensive range of Will Writing services and solutions to meet all types of client needs, but what does a Will do?
- Names the Executors
- Names Guardians for any children
- Helps to preserve a property for beneficiaries
- Distributes the estate as wished
- Can help to mitigate Inheritance Tax (IHT)
- Can be extended to Property Trusts, Family Settlement Asset Trusts, Lasting Powers of Attorney and more.
From a growing family, to moving house to a new relationship, the triggers for requiring a Will are wide and varied, and it’s all about having a good relationship with your client. Being able to strengthen your product portfolio through offering an Estate Planning service can firstly give you a reason to meet with your client, but when something changes in their life, the need to review the Will could be required, creating further opportunities to re-engage with your clients. Beneficial Trust & Will Company are here to guide you through the Estate Planning process and help you provide a personalised Will Writing service to your clients.
Your business options
From simple wills, mirror wills to more complex requirements you have a choice of how you would like to incorporate Will Writing into your business:
Introduce business - though our Introducer membership, for every Will we write for your clients then you will receive a competitive referral fee. We just need the client details and we will do the rest - a simple revenue channel for your business.
Become an Associate - If you want to integrate Will Writing and Estate Planning into your business we provide full training, ongoing support, free PI up to £2m, and a wealth of product guides and resources to utilise. No matter the client, if you have a query we will help find the right solution with you.
From £300 for a simple Will upwards towards £3,000 for a fuller Estate Plan, then this is a lucrative revenue opportunity for your business.
New business opportunity - if you are looking to start a new career, try something different but run your own business then by becoming an Estate Planning Consultant, the opportunities are wide and varied. As a EPC with BTWC you receive extensive training with accreditation from the Institute of Professional Will Writers. Ongoing access and support to our team of experts, regular updates and access to our membership area full of resources, guides and materials to utilise. You own your business, with the backing of an established brand and business model.
Why offer Wills in your product portfolio?
Not only are you helping your clients, providing them with added security and supporting them, but you don’t need to do it on your own.
If you become a member of BTWC you get access to educational tools, training and marketing support to help promote and provide LPAs to your clients, plus our team is always on hand to answer any questions you may have.
Sign up online to become a BTWC Member today!
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