Wills, Estate Planning & Lasting Powers of Attorney

We’re delighted to share that The Right DA Club has partnered with Monument Wills and Estate Planning as our preferred provider for wills, lasting powers of attorney (LPAs), trusts, and probate.

How does this benefit you?

This partnership gives you the confidence to refer your clients’ estate planning needs to a trusted and reputable company with a dedicated team of experts. Monument Wills and Estate Planning brings years of combined experience and a deep understanding of both the emotional and financial implications of these important decisions. Their team ensures clients receive personalised guidance and support every step of the way.

How does this work?

Integrating estate planning into your client conversations couldn’t be simpler. You can:

• Introduce the subject during the fact find stage.
• Gain consent for Monument Wills and Estate Planning to contact the client.
• Choose either a white-labelled branded service or a separate referral basis.

From there, Monument will take care of everything, from advice and administration to finalising costings.

Why is this different?

Unlike many providers, Monument has reduced the base cost of producing documents, making its packages extremely competitive at the retail level. This ensures high client uptake, strong margins, and a highly competitive profit share for you.

By working with Monument Wills and Estate Planning, you can extend your service offering, strengthen client relationships, and generate additional revenue, all while knowing your clients are in safe hands.