Build your own Estate Planning business

IF YOU WANT TO OPERATE YOUR OWN ESTATE PLANNING BUSINESS – the key is to make sure you get proper training at a sensible cost. With us, you will. We will not try and sell you software packages, insurance or expensive drafting services. Our principal has a 40 year career in the law and he is a qualified teacher and lecturer. So we make sure that you know how to deal with the clients, to ask the right questions and to have the answers to their questions. We will also be on the end of the ‘phone for you when you are with your client and need immediate assistance.
We have dozens of precedent wills and trust documents to cover virtually every situation; these are NOT software products; they are documents ready for you to use for your clients to incorporate their particular needs. We also have around 75 other draft documents from deed polls / name change to advance directives, declarations of trust and many other relevant drafts.

We can also produce all your documents for you, again at sensible prices. In addition, we have scores of consultants throughout England and Wales with whom you can work if you wish or you can keep in touch with us to see you through your first year or so of trading. And we provide introductions to other well-established businesses who can be useful for you in building your business and increasing your income.

You know how to contact us – the next move is yours.

What else do we do ? CPD training, Wills, Property Protection Trusts and Powers of Attorney. We also train consultants for many other will-writing businesses. We aim to help your clients share and preserve their assets for the people they wish to benefit in life and after they have gone. Welcome to the April 2017 update.