About The Estate Planner’s 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 and a trusted supplier of the BEST foundation so you can be assured of our quality.

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)


Claudine Jackson LLB Hons TEP


Claudine is the founder of The Estate Planner’s Toolkit and chief content creator. Claudine came up with the toolkit idea during the first lockdown in 2020.

Frustrated by a lack of good quality resources, Claudine worked on creating a set of factsheets and property trust video to use with her clients. It quickly dawned upon her that other practitioners would benefit from these resources too and The Estate Planner’s Toolkit was born!

Alongside The Estate Planner’s Toolkit, Claudine runs a successful will-writing business, which continues to be the inspiration for developing new toolkit resources. Claudine is STEP-qualified and attends CPD events held by STEP, The Society of Will Writers and BEST foundation.

Sally Jackson FPFS


Charted Financial Planner (Fellow of The Personal Finance Society), Sally specialises in inheritance tax planning, pensions and investments. Sally was heavily involved in the toolkit concept from the beginning and has been instrumental to its success by ensuring the behind-the-scenes work gets done. Sally has contributed directly to the Inheritance Tax factsheet and provides a valuable second pair of eyes on many toolkit products before release.

Sally enjoys helping her clients to achieve their financial goals. She has a special interest in inheritance tax planning.

If you have a case that requires her expertise, Sally can be contacted sally@hfl-advisers.co.uk


Helen Eynon

Helen’s experience in the Court of Protection helped inform the ‘LPA v Deputyship’ factsheet.

Helen has worked in various legal jobs, including the taxation of estates in an accountancy firm and various roles within the County Court.  Helen passed The Law Society Finals in 1994 and completed a full traineeship in the traditional four seats of family, civil litigation, conveyancing and private client. Since becoming a solicitor in 2000, Helen has worked in the private client field together with conveyancing and set up a bespoke practice in 2010. Helen works exclusively in private client law, including the Court of Protection.

From the outset, Helen has consistently recognised the value of the toolkit, ‘Why reinvent the wheel?’ and regularly uses the factsheets and videos with her own clients.

louise sackey estate planners toolkit

Louise Sackey

Louise qualified as a solicitor in 2010 and set up her own firm that specialises solely in contentious probate.

Louise is proactive in educating her fellow professionals on the practical steps they can take to reduce disputes and protect themselves as practitioners. She has delivered many engaging webinars on this topic and is on the advisory board of the BEST Foundation. Louise has contributed to the factsheet ‘Can my will be challenged’ and the attestation record package.

Louise is approachable and knowledgeable. If you have a case that requires her expertise, she can be contacted here louise.sackey@pplsolicitors.co.uk

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.

Contact Us

07725 403 584


The Estate Planners Toolkit Limited, 12 Brockley Road, West Bridgford, NG2 5JY