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.
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.