will meeting

Financial Advisers

Financial Advice and Will Writing have always gone hand in hand. It’s a time where people assess the assets they have and look to plan for the future. As a Financial Adviser you will no doubt recommend to your client’s that they write or a review their Wills when they have a change in their financial or personal situation, but with the hassle associated many will not get round to following your advice.

Why send them to see a Will Writer, solicitor or risk them completing a DIY Will, when Financial Advisers are best placed to offer the advice. You have already built a trusting relationship and know the intricate details of their finances, so can help them put together a concrete plan to look after their loved ones.

With families frequently straying from the traditional stereotype and tax legislation being more complex than ever a simple Will may not be the only planning your clients need. This has lead to the use of trusts in Wills becoming commonly necessary to ensure your clients wishes are accurately documented. For client’s with children from previous relationships a Trust is key to ensure their children are not disinherited, click here to see why. Trust’s not only add many different avenues of estate planning but as the document’s produced are more complicated it results in a larger profit for you.

By offering your clients a Will Writing service you:

  • Ensure their financial plans are complete
  • Add an additional income stream
  • Obtain good referrals in the form of executors, witnesses etc.
  • Retain complete control of your clients with no outside interference

All work is covered under WillPack’s insurance so you won’t need further qualifications to have complete peace of mind. We recommend attending our one day seminar, if you are new to Will Writing, to ensure your client’s receive the best advice but this is not compulsory.