THE GO-TO RESOURCE FOR WILL WRITERS AND ESTATE PLANNERS
Be the expert! Our factsheets and explainer videos customised with your business logo and contact details.
Increase your sales. Save time. Enhance your brand.
Potential Client: ‘Have you got any further information you can send / leave with me?’
Estate Planner: ‘Um…’
Never miss out on a sale again!
Save time and increase your sales by answering your clients’ frequently asked questions about wills, trusts, tax, lasting power of attorney, probate and estate planning.
Fed up of writing the same email time and time again? Want to make this easier, look professional, build your brand and win more business?
We make it easy for you to communicate quickly and confidently with your clients.
Our expertly written and professionally designed factsheets and videos will be customised with your logo and contact details to position you as the expert and strengthen your business brand.
Find out how the Estate Planners Toolkit will work for you.
Choose the toolkit that is right for you
Individual Items
Perfect if you just want a couple of items or want to ‘top-up’ your toolkit.
Choose from our full range of factsheets and videos.
Package Deals
Our packages offer great value for money. Our classic combinations include:
- Core, Pro or Premier
- Business Owners
- Probate
New! Build your own bundle. Save when you buy any 4, 8 or 12 factsheets. Save when you buy 3 + videos. You can buy ‘The Works’ too for a huge saving.
Membership
Do you love the idea of the toolkit but prefer to build your toolkit monthly rather than pay a larger fee upfront?
Our membership option is for you:
- You pay £150 per month
- Receive a new item each month
- No tie-in (30 days notice)
Key Benefits
- Win more customers
Be the expert with your own business logo and contact details featured. Have a toolkit of professionally designed sales resources at your fingertips. - Save time
Save time responding to frequently asked questions. Save time and money rather than hiring your own design and marketing team. - Be the expert
Strengthen your business brand with a ready-to-go suite of resources. Enhance your credibility with your clients and professional contacts. - Build your brand
Increase trust and grow your business. Never miss out on a sale again by not being prepared.
Who is the Estate Planner’s Toolkit for?
New Will Writers and Estate Planners – The Estate Planner’s Toolkit is your go-to resource to help you get started. Our expertly written and designed resources will feature your business logo and contact details so you are seen as the expert. Answer your client questions with confidence and have a suite of ready-to-go resources that will help you build trust and communicate effectively with your clients.
Established Will Writers and Estate Planners – You may be looking to refresh your existing marketing materials or simply been too busy to spend the time and money creating these. Either way, the Estate Planner’s Toolkit is a ready-to-go solution that will save you time, increase your sales and strengthen your brand by positioning you as the expert.
Financial Advisers / Accountants – Educate your clients about the benefits of making a Will or Lasting Power of Attorney. If you provide Will and Estate Planning services, use the Estate Planner’s Toolkit to communicate the benefits to your clients without the time and cost of designing and developing your own content.
Why use the Estate Planner’s Toolkit?
- Be the expert!
- Our professionally designed resources will feature your business logo and contact details
- Your clients will see you as a professional who is ready and able to answer their questions.
- Save time and avoid delays in client decision-making by answering your client’s frequently asked questions.
- Share with your professional contacts (e.g. Accountants, Mortgage Broker) to help them understand your services better and refer their clients more easily to you.
- It’s a win-win!
How do I use the Estate Planner’s Toolkit?
The Estate Planner’s Toolkit is versatile and can be printed, uploaded to your website, or e-mailed to your clients.
You can use these resources before, during, or after your client meeting whether that is in person or remotely.
Take 15 minutes out of your day for us to explain how the Estate Planners Toolkit will help you to grow your business.
Book a Demo
Take 15 minutes out of your day for us to explain how the Estate Planners Toolkit can help you to grow your business!
‘This is exactly what we have been looking for! Very pleased with the downloads and video.’
Rosemary Gachet
Exclusively Wills
‘Absolutely Champion’
David Hall
Westfield
‘I’ve been well impressed with the quality of the leaflets and reactions to the video, it’s a very easy way of getting my marketing up to date which has been on my mind for a long time but I’ve struggled to get round to it!’
Matt Walkden
MW Legal Services
‘I have found the toolkit ideal for providing information to my clients on the services I provide and the importance of taking professional advice to ensure their needs are properly met. It is easy to use and written with the customer in mind with the right level of information provided with clarity’
David Evanson
Evanson WEP
‘From start to finish the experience has been superb. Seamless and Claudine is very flexible and great to deal with. No hassles. Just place your order and they will do the rest. Brilliant.’
Shandip Shah
Balance Consultancy
‘So far I have nothing negative and only praise for the initiative that has been taken here in creating readily useable, current content on all things Estate planning. Loving the professional service, communication and material now I have it. Can’t wait for the next installment.’
Jacqui Tetley
JT Accounts
‘This is going to be a game-changer for us. I can email these to our clients and introducers and are positive that this will generate more business for us. We really appreciate your hard work and would thoroughly recommend you to others’
Carol Shaw
Robert Shaw & Co
‘If I may say, it’s one of the best I’ve seen for anything in our industry! Informative without overloading, and user friendly without being patronising.’
Simon Clark, Mortgage Broker
Veracity Financial Planning
‘It’s always encouraging to see members showing initiative particularly when their ideas and projects have the potential to benefit both their fellow members and the consumer.’
Anthony Belcher
Director of the Society of Will Writers
‘Thank you for creating this great resource. I’m sure our clients, advisers and business will all benefit from them. They look awesome and I’m very happy with them.’
Paul Stanford
Stanford Legal Services
About The Estate Planner’s Toolkit
The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.
Everything in The Estate Planner’s Toolkit can be used daily in your business.
We created this based on our own experience of running a will-writing business and a passionate belief that information to clients should be well-designed, informative and easy to understand.
We design and write our information with the client in mind to help them understand the importance of taking action to protect their loved ones.
We believe diversity is a strength and strive to ensure the images used across our range are representative and appealing to a wider community.
We are very proud to be endorsed by The Society of Will Writers so you can be assured that the quality of content has been independently verified.
We want The Estate Planner’s Toolkit to meet your needs so would be happy to hear your ideas for future content: hello@estateplannerstoolkit.co.uk
Claudine Jackson TEP and Sally Jackson APFS (The Estate Planner’s Toolkit)
Contact Us
Telephone:
0115 846 1446
Email:
hello@estateplannerstoolkit.co.uk
Address:
The Estate Planners Toolkit Limited, 10 Brockley Road, West Bridgford, NG2 5JY
Free Guide – Win More Clients
The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.
Are you looking to win more customers? Want to grow your business in systematic and sustainable way and enhance your company brand in the process?
Download your free guide today…