Working with us

Will Writing Specialist

Are you looking for a challenging and rewarding career change? Or even looking to add to your professional service offering to your clients?
Maybe you are looking to add another string to your bow and at the same time another valuable income stream to your business?

Or perhaps you’re an Estate Planner already who wants to be part of a motivated, dedicated, united and expert team?

Whatever the case, we can offer training and support which will enable you to take the entry examination for Affiliate status within the Institute of Professional Will writers. Our tried and tested training and procedures will ensure that you can give sound expert advice to your clients in relation to all of our Professional Services. Once you have successfully completed the training you will also benefit from cover under our Professional Indemnity Insurance policy and will receive guidance and assistance from your dedicated Mentor as well as our team as you grow and develop your new skills.

It all starts with a confidential chat and then the procedure is relatively straight forward. Why not contact us to explore the options available.

Introducer

You may not want to qualify as a Will writing specialist and actually take instructions, and although you might see all of the benefits of our Professional Services; you just have too much on your plate to do any more.

There is a simple solution – become an approved Introducer. This way, your clients, friends and family can still benefit from our Professional Services and you could still have another valuable income stream.

It simple to get started, contact us and we’ll arrange a mutually convenient time to have a confidential chat about how you could start to benefit from our Approved Introducer Scheme, and we can explain how this option has worked with success with our current introducers and the methods they are applying to get the maximum benefit for them, and their client base.

Partnerships

If you have a business that you think would benefit from our Professional Services then it may be possible for us to work together as Corporate Partners on specific projects.

In order to find out more about how this works please contact the office on 0800 298 1166.