New dates announced for our ‘Will Writing for Financial Advisers’ Course

We have partnered with IFAs, mortgage brokers and accountants for the last 9 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses.

Having listened to our partners we have developed a two day course specifically for professionals in financial services. The next course is on 16th-17th october at our Offices in Ipswich. The course, delivered by Head of Estate Planning Steve Wilkes, Adv. Cert. in Will Preparation (England and Wales) will enable you to:

  • Incorporate Will Writing / 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 Wills 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.

By the end of 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 £500 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 £75 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 please call Steve Wilkes on 01473 358190 or e-mail us at

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

1 Comment

  • Seemab

    25th November 2014

    This is important and altcaluy happens a lot in second marriages where jointly owned property passes to the surviving spouse and to their children leaving nothing for the children of the first deceased parent.

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