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.
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 option 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.
- Save £££’s when you buy any 4, 8 or 12 factsheets.
- Save £££’s when you buy 3 or all our videos.
- You can buy ‘The Works’ (all our factsheets and videos) for massive savings and extra bonus items!
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?
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!
‘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
‘I am so impressed with The Estate Planners Toolkit! I have tried to create factsheets to give to clients myself, but haven’t gotten very far as I don’t have the time or the design skills. The feedback I’ve had from clients has been amazing, I only wish I had gotten them sooner!’
Monique Jones
Willowgated
‘The Estate Planner’s Toolkit videos on Property Trusts and Lasting Powers of Attorney are excellent and they have proved to be an excellent tool for me when doing client appointments.’
Philip Pamment
Philip Anthony Associates Limited
‘These factsheets have been a godsend for my estate planning business, as it would have taken an awful lot of time and effort to produce them by myself. My clients have found them extremely useful as they are a cross between marketing and facts.’
Graham Southorn
Bristol Wills
‘The Estate planning industry is knowledge intensive and there was a need for this knowledge to be presented to the clients in a lucid manner for them to understand and take informed decisions. The Estate planners toolkit solves this issue and explains difficult areas to clients in plain English which is easy to understand.’
Sid Mohanty
Amadeus Legal
‘We are a well-established Estate Planning business, and the tendency can be that you think you “have it all in place”. When I saw Claudine’s presentation, I realised how much we could benefit from the cohesion and branding. We now use it at every opportunity!’
Leah Hamilton
Hamilton Legacy
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.
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.
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…