Question 1

Lead Generation

Accepted Answer

We have executors, guardians and even witnesses to the document which a great opportunity for referrals.
 
Often, these are family members and are the people that will inherit in the future. So, it’s a great chance to get closer to them now and nurture that relationship.

Question 2

Long established company

Accepted Answer

Over 20 years in business gives you and your clients the peace of mind knowing you are dealing with a professional company.

Question 3

Society of Will Writers members and STEP accredited

Accepted Answer

This means we follow their strict code of conduct and hold the necessary Professional Indemnity Insurance. Whilst giving us access to technical back-up from some of the UKs leading experts in their field.

Question 4

Complex or Simple drafting

Accepted Answer

No matter whether a client needs a simple Will or complex document, our software program can create the Will document to suite the client’s circumstances and wishes.

Question 5

Lasting Power of Attorney drafting and registering.

Accepted Answer

We can advise and draft an LPA covering both property and Financial or a Health and Welfare. Thus, ensuring your clients affairs can continue if they cannot. This is extremely important when advising on investments.

Question 6

Case by case discussions, help and guidance."

Accepted Answer

You can call us and talk through case by case issues and seek guidance as to the solution. This gives you the confidence to discuss with the client possible outcomes that best serves their situation.

Question 7

Self-drafting or we can draft for you. (choose your own level of involvement)

Accepted Answer

You have the option to either take the instructions yourself or to get us to do it directly with the client. The choice is yours either way you will be covered under our PI

Question 8

Valuable service for all clients.

Accepted Answer

Underpinning your advice with a Will and Lasting Power of Attorney is fundamental to the success of the advice you gave if something untoward went wrong.

Question 9

Document storage - copy documents.

Accepted Answer

Clients can store their documents in our document safe for a small annual fee. They receive a copy Will for their records. This is extremely valuable to ensure that documents are not lost or accidentally destroyed.

Question 10

Business Wills

Accepted Answer

Understanding the business needs and including it in a Will is very important when advising a business client. For example, including business executors and also a BPR trust can be valuable to the continuation of the business upon death.

Question 11

Business Lasting Power of Attorney

Accepted Answer

We can create specific Business LPAS to ensure the continuation of your client’s business in the event of either permanent or temporary loss of capacity. This can avoid the risk of potential business failure and banks foreclosing accounts.

Question 12

Understanding your type of business sector

Accepted Answer

Having worked in Financial Services for over 28 years we understand the business sector and the demands you face better than anybody.

Question 13

Client retention- minimise the risk of your clients going elsewhere

Accepted Answer

Keeping services “in-house” reduces the risk of client loss. All too often, when a client dies you end up losing the assets in many to the banks.

Question 14

Clients will self-implement changes to their Will

Accepted Answer

If a client’s circumstances change they often contact us to update, for example change of address, inherited assets. However, they may overlook contacting their professional adviser. We will ensure that we notify you of these changes so that it may create an opportunity for you to re-visit and gain potential business.

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