Will Writing and Lasting Power Of Attorney Service for Independent Financial Advisors.
Why provide a will writing and/or Lasting Power of Attorney service for your clients?
A will is one of the most important documents your clients will ever sign as it enables them to :
Ensure they protect their families and loved ones
Ensure their Estate is distributed in accordance with their wishes
Appoint guardians for children under the age of 18
Obtain protection from previous relationships/marriages and civil partnerships
Protect their assets by putting them into trust
In addition, ensuring your clients have Lasting Power of Attorneys in place means that they are able to appoint somebody they trust to make decisions regarding their health and finances if they become unable to make these decisions for themselves.
Providing your clients with a will writing and Lasting Power of Attorney service as part of their overall financial planning ensures you are able to offer your clients total peace of mind and protection in relation to their both their financial and estate planning needs.
Why Work With Us?
We understand that all of our professional referrers have different ways of running their business and developing relationships with their clients and as such we offer great flexibility in the ways in which we are able to assist your clients with their estate planning needs.
Our Full White-Label Service
We are able to offer you training on how to take will instructions in accordance with our firm's processes to enable you to take instructions for your client's will and/or Lasting Power of Attorney directly. Your client's documents would then be drafted by our legal team and would be produced using your company's logo. We would invoice you a fixed amount for each piece of work undertaken leaving you free to set your own fee to the end client.
We can offer you the same level of training in taking instructions for your client's will and/or Lasting Power of Attorney, but your involvement would end after submitting a full set of instructions to us. We would then take complete control of the case by drafting the legal documents, invoicing the client directly, liaising with the client over any outstanding queries they may have and producing final documents for the client to sign. When the matter has been concluded we will contact you to advise you, as well as keeping you updated of every key step along the way. In terms of remuneration for working with us in this way, you will receive 50% of the total client invoice (excluding VAT)
Our experiences Consultants would visit your client at home to discuss their estate planning requirements and take their instructions if you would prefer to refer your clients to us directly.
Do you want to work with a company that can aid you in adding profit to your bottom line that is professional, friendly and more importantly specialists at what they do? If you would like to find out more why not call us on 01635 292356 and lets start working together towards a profitable partnership.
Call us today on 079100 74611 to arrange for one of our consultants to visit you in your home!