The WillPack Service

WillPack, now in its fifteenth year still maintains its aims and objectives to provide, a professional, specialised bespoke Will Writing and Will Drafting service for the Financial Services sector on behalf its clients.

The WillPack concept was so designed to ensure additional income to the then, newly formed, Society of Will Writers, now The Society of Will Writers & Estate Planning Practitioners, in order for it to become the largest, fully independent trade body representing the Will Writing profession in general through voluntary membership. Although WillPack is no longer directly a part of The Society, it still contributes annually, directly through membership subscriptions, and via contributions and providing much of the technical support for the Society and its members. WillPack is proud to be the Founder Member of the Society of Will Writers and to be able to continue with this support today.

WillPack specialises in providing high quality Wills and associated documents specifically for the Financial Services sector across tied, independent and recently with mortgage brokers and agents with CMAP qualifications. Each Will is crafted by legally and professionally trained individuals to ensure that each Will fully reflects the needs of the client.

WillPack extended its services in recent years to provide Will and document drafting services to new Society members who have recently entered into the profession. This valuable service gives new members time to qualify whilst still being able to develop their business under our ‘earn & learn’ project in association with the College of Will Writing visit www.collegewillwriting.co.uk

For more information on how WillPack can help you develop your business,  Email Us or telephone direct to  01522 687888

An invitation to all Financial Advisers and Mortgage Brokers April 29th Lincoln

Dear Reader

We recently wrote to you inviting you or any members of your practice to attend an informal two hour presentation and lunch on how to introduce Will Writing into your practice and to make it profitable for you and your partners.

Over the past decade or so very little has changed in peoples attitudes to Wills, still 67%* of the adult population have done little or nothing about planning for the future. Still people feel there is time, or have the belief that when they die “everything passes to my spouse”, which fifteen years ago it would have happened – but not today.

There never has been a time when a Will has been so important. Living, and now dying under the new IHT tax regime for married couples, has become more complicated. Greater wealth through the continued rise in property prices and more complex family arrangement through increases each year in divorce and couples cohabiting means Wills are vital.

How many times have you advised your client to make a Will, to make their own arrangements by seeing a solicitor – only to see them again months and sometimes years later to find they have done nothing about it. Now you can offer the service yourself, and unlike other services does not rely on you simply receiving a commission for a referral – you retain full control – you set the price – you receive the profit – WillPack takes all the liability. All Wills drafted are covered to £2.5m under our PII.

WillPack has been working exclusively with Financial Advisers for over fifteen years, and our speciality is working with individuals and small practices, this ensures that the Wills we do are fully bespoke to your clients needs.

WillPack does not sell or give advice on any form of insurance or investment based product so you can be secure in the knowledge that we will never cross sell to your client.

WillPack believes in YOUR client remaining YOUR client.

Is two hours so much to give up when we can show you how to make Wills profitable for you and for you to offer this service direct to your client.

When a client dies, do you see this as a loss or a benefit – we can, through the introduction to the SWW Trust Corporation turn this into an asset and ongoing investment business through the family.

Email now michelle@willpack.co.uk and let us know how many will be attending the Bentley Hotel on the 29 April at 9.30am – you will be back in your office by 12.30.

We look forward to seeing you there – if you have any questions please do not hesitate to contact any member of the Willpack Team now.
 

PROSPECTING WITHOUT TEARS

The phrase “Prospecting Without Tears” WillPack adopted around twelve years ago and has used it to illustrate how a simple Will can help you build your business – each Will should have at least two executors, trustees and if the family are young two guardians for the minor children – and EVERY Will needs to independent witnesses – these are a source of possible new business (with the clients permission of course) both from the Will and for your services.