THE GO-TO RESOURCE FOR PROFESSIONALS PROVIDING WILLS, PROBATE & ESTATE PLANNING SERVICES

Be the expert! Our factsheets and explainer videos customised with your business logo and contact details.

Increase your sales. Save time. Enhance your brand.

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Potential Client: ‘Have you got any further information you can send / leave with me?’

Estate Planner: ‘Um…’

Never miss out on a new client again! Help your clients have the information they need about wills, trusts, probate and more.

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 process 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


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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 having 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 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 new client again by not being prepared.

Who is the Estate Planner’s Toolkit for?


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Will Writers, Solicitors, Estate Planners, Financial Advisors, Accountants, Insurance Brokers, Mortgage Brokers

You can use the toolkit to promote the services you provide e.g. will writing, probate, estate planning, lasting power of attorney and more.

Whether you are new or established in business, The Estate Planner’s Toolkit is your go-to resource to help you save time, increase your sales and enhance the professionalism of your business brand.

Our expertly written and designed resources will feature your business logo and contact details so you are seen as the expert.

It saves you the time, effort and expense of writing and designing your own content. We’ve done the hard work so you don’t have to.

You can confidently answer client FAQ’s and have a suite of ready-to-go resources that you can use directly with your clients, introducers and in the general marketing of your business.

It’s a win-win!

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!

About The Estate Planner’s Toolkit


About-Claudine-Sally-estate-planners-toolkit
Claudine Jackson LLB Hons TEP and Sally Jackson (Chartered Financial Planner) APFS

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:
07725 403 584

Email:
hello@estateplannerstoolkit.co.uk

Address:
The Estate Planners Toolkit Limited, 12 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.

    Free-Guide-Win-more-clients-for-will-writers

    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…