Would you like to offer your clients a Will writing service as part of your portfolio of services?
We currently have long-term business referral agreements in place with a variety of leading industry professionals including:
- Independent Financial Advisors
- Funeral Directors
Heritage Will Writers are East Anglia and the South East’s leading dedicated will writing service with tens of thousands of clients. That means you would be referring your clients to a well established, respected team of professionals who will add value to your brand and help with your client retention.
Our referral offering includes :
- Will writing
- Lasting powers of Attorney
- Property Protection Trusts
- Funeral plans
- Probate services
- Property title changes
- Client Care Package including Document Storage
So, if you have clients who ask you about any of the following or are looking to add any of these services to your current portfolio, then contact us today to talk about how we can work together to support you and your clients.