In your working day, do your clients sometimes ask you about Wills, LPAs or Estate Planning? If so, how do you normally respond? Wouldn’t it be great to be able to offer your clients a Will writing service in addition to your current portfolio of services? Our referral service gives you the opportunity to help your client and generate additional income, whilst above all allowing you to focus on your core business.
We currently have a variety of leading industry professionals working with us including:
- Independent Financial Advisors
- Estate Agents
- Accountants
- Funeral Directors
- Solicitors
- Charities
Heritage Wills are East Anglia’s leading dedicated Will writing service with tens of thousands of clients. So you have confidence you will be referring your clients to a well established, respected team of professionals. We will not only add value to your brand but, in addition, can help with your client retention.
Our referral offering includes :
- Will writing
- Lasting powers of Attorney
- Property Protection Trusts
- Trusts
- Funeral plans
- Probate services
- Property title changes
- Client Care Package including Document Storage
- Inheritance Tax planning
So, if you have clients who ask about Estate Planning services or you want to offer these in addition to your current portfolio, contact us today