Making Will Writing Part of your Financial Practice (CPD available)

We have partnered with IFAs, mortgage brokers and accountants for the last 13 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have also helped many of them incorporate Will writing into their businesses while providing CPD at the same time.

Our Training (eligible for structured CPD from PFS)

We have now run several successful two-day courses specifically for professionals in financial services. The next course is on 26-27th October 2017 at our Offices in Ipswich. The course, delivered by Head of Estate Planning Steve Wilkes, will enable you to:

  • Incorporate Will Writing and other Estate Planning into your financial services business as a significant income stream
  • Use each Will to generate between 4 and 6 new prospects for Wills or financial services
  • White label the service to match your trading style
  • Market Will writing and legal services (and get yourself in front of possible clients for financial services) with fewer constraints
  • Create a residual income for your business and a reason to keep in touch with clients
  • Give yourself an edge over the opposition by dealing with both financial and estate planning needs from start to finish
  • Take full instructions and receive fees for Wills (we prepare all the legal documents under our PII cover)

Importantly, we follow the course with unlimited telephone and e-mail support as you find your feet. We truly believe that it is this level of support which makes us different.

To book your training or to find out more please click here

After the training

By the end of the course, you will be able to confidently take instructions for complex Wills, Trusts and Lasting Powers of Attorney with the protection of our PII. You can expect average client fees of at least £800 depending on the complexity of the work but they may be significantly higher. Our average fees for producing the documents are between 1/4 and 1/3 of the client fee, so the income achievable is substantial. Clearly, the cost of the course could be covered by your first Will client.

The price for the two-day course will be £375 + VAT per candidate which includes all refreshments and lunch. We also offer a £100 referral fee for each other person that you bring along. We feel that this represents exceptional value for something which has the potential to increase your earnings significantly in the next 12 months. A full agenda will follow nearer the time but they will be full days, with lots to learn and talk about.

To learn more or to book yourself on the course and start your Will writing adventure please call Steve Wilkes on 01473 358190 or e-mail us at
Or you can book directly onto a course by clicking here 

Alternatively, why not talk to us anyway about partnering with us? We offer a range of solutions including commissions for referrals and white-labelling.