Introducing The "WillPack" Service

Making a Will is one of the most thoughtful things a person do!

Sadly, most people don't think about it until its too late. A recent survey by the National Consumer Council shows that still only around 30% of adults have made a Will – they found the main for not making a Will to be apathy.

As a Financial Adviser, you should be only too aware that many, if not most of your clients do not have a valid Will, despite the advice that you have been giving them, sometimes for years.

Now you have the opportunity to provide the service yourself, via WillPack - and not just any service, a fully bespoke Will and legal document service individually tailored to your client.

How does it work?

Simply take your clients instructions on our form, send it to the address shown on the form and we will do the rest. There is no longer any need to enclose payment, we will invoice you.

The Will or Wills are prepared and bound and returned to you (not the client) together with a copy for you to arrange the execution. Remember, a Will is not valid until it has been signed and witnessed to by two independent witnesses.

The instruction form caters for trusts, such as IHT mitigation and IOU Loan Note Trusts, Discretionary Trusts and Property Trusts. We will show you how to sever a joint tenancy to tenants in common, and how to register the fact. You will also be able to provide Lasting Power of Attorney's as needed and Advance Medical Directives as requested.