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.

Estate-Planners-Toolkit-Your-Logo-Your-Contact-Details

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, 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.

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 10 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 ten minutes out of your day for us to explain how the Estate Planners Toolkit can help you to grow your business!

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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

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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

 

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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

 

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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

   

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'This is going to be a game-changer for us.   I can email these both to our clients and introducers and we are positive that this will generate more business for us going forward. We really appreciate your hard work and would thoroughly recommend you to any others looking at purchasing The Estate Planners Toolkit'

Carol Shaw

Robert Shaw & Co

Robert-Shaw-Co

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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

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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

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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

Stanford-Legal

About The Estate Planner’s Toolkit

Claudine Jackson TEP

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. I created this based on my 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.

I’m 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.

I want The Estate Planner’s Toolkit to meet your needs so would be happy to hear from you with suggestions for future content: hello@estateplannerstoolkit.co.uk

Claudine Jackson LLB Hons TEP – Creator of The Estate Planner’s Toolkit

Choose the toolkit that is right for you

  • Core Toolkit
    £375.00

    Our Core package includes the following A4 explainer leaflets (PDF) that will be customised with your contact details and logo by our design team. 

    • Five Good Reasons to Make a Will
    • Choosing Guardians
    • Lasting Power of Attorney
    • Checklist: How to review your Will
    Click 'purchase' to see samples.
  • Premier Toolkit
    £1250.00

    Our Premier package includes the Core and Pro content plus our Protective Property Trust explainer video. Our content will be customised with your contact details and logo by our design team.

    • Five Good Reasons to Make a Will
    • Choosing Guardians
    • Lasting Power of Attorney
    • Checklist: How to review your Will
    • Protective Property Trust
    • Vulnerable Person’s Trust
    • Discretionary Trust
    • Flexible Life Interest Trust
    • Tax overview of Protective Property Trust
    • Tax overview of Discretionary Trust
    • Tax overview of Flexible Life Interest Trust
    • Tax overview of Vulnerable Persons Trust
    • Protective Property Trust explainer video
    Click 'purchase' to see samples.

Business Owner Explainer Leaflets

£250.00

Our Business Lasting Power of Attorney and Estate Planning for Business Owners explainer leaflets will help your clients to understand why it is essential to take action to protect their business and those who depend on it.

Customised with your logo and contact details, they are ideal for sharing with referral partners as well as new and existing clients.

Special price offer of £175 for new and existing customers who purchase the Core, Pro or Premier Toolkit. Discount automatically applied at the checkout.

View a sample here.

Category:

    Probate

    £650.00

    Help your clients understand the dangers of DIY probate and why they should choose you to help them! This video can be added to your website and used in social media such as Facebook ad campaigns. The probate package also includes two new double-sided explainer leaflets that are ideal to share with new clients and referral partners.

    • ‘Choosing an Executor’  (view sample)
    • ‘Inheritance Tax – What are the rules and what can I do about it?’
    • ‘Do you need Probate’ video (view a clip of this video – click ‘watch sample here’ button below)

    Cost £650.  If you have already purchased the Premier, Pro or Core Tookit: £550 – Discount automatically applied at the checkout.

     

    Category:

      Free Guide – Win More Clients

      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…

      Contact Us

      Telephone:
      0115 846 1446

      Email:
      hello@estateplannerstoolkit.co.uk

      Address:
      The Estate Planners Toolkit Limited, 10 Brockley Road, West Bridgford, NG2 5JY