The Right Will was created for financial advisers to offer their clients a simple Will and Estate Planning Service through Wills, Lasting Powers of Attorney and various Trusts to accompany other financial services- the perfect add on business! We don’t have any monthly charges, your commission is all upfront and you can complete our online course at your own convenience.
We take the confusion away from Estate Planning by providing bespoke solutions to your client’s requirements. We are only ever a phone call away and will talk you through every stage of the process to give you the confidence to offer your clients a professional Estate Planning service.
Three Simple Steps to Submitting Business through us:
- Take your client’s details
- We create the Will
- Your client signs- and you extend your client bank through executors, beneficiaries and witnesses
* Comparison correct as of March 2016 – typical financial review for a non smoking married couple aged 35 at next birthday
Get in touch
For more information about The Right Will and Estate planning, get in touch with their team
T: 01564 732 740