It’s all about information!
The recent CMA report highlights the importance of will writers providing consumers with “clear, intelligible, unambiguous” information in a “timely way before they make decisions.”
In addition to making sure your fees and contract terms are clear, have you recently reviewed the quality of information you send to clients about your core services, wills, trusts, lasting power of attorney, and probate?
Here are some points to consider:
- Do you have information that you send to clients before meetings to help them prepare?
- What information do you provide your clients that helps them understand the trusts or lasting power of attorney documents you have prepared?
- Is your information up-to-date and accurate?
- Is it well-presented and written in plain English?
- Does the information you send prospective clients and introducers enhance your professionalism and business brand?
If you think there are opportunities to improve the quality of information that you provide, it’s time to look at The Estate Planner’s Toolkit!
What is The Estate Planner’s Toolkit?
The Estate Planner’s Toolkit factsheets and videos answer clients’ frequently asked questions about wills, trusts, lasting power of attorney, probate, business ownership, inheritance tax and more.
We brand our professionally designed and expertly written factsheets and videos with your logo and contact details to make you look an expert.
Whether you are new or experienced, the Estate Planner’s Toolkit can help you have the information that your customers need without the time and effort of creating or updating your own.
In short, The Estate Planner’s Toolkit can help you save time, make more sales and increase the professionalism of your business brand.
Here’s what some of our customers say:
- ‘I have saved a lot of time and effort by using them’ (Waverley Wills)
- ‘They look amazing and very professional’ (One Step Consultancy)
- ‘There is a need for knowledge to be presented to 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’ (Amadeus Legal)
- ‘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’ (P A Pamment & Associates)
- ‘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 documents from the Toolkit are so professional and the information is really easy for clients to understand. The feedback I’ve had from clients has been amazing, I only wish I had gotten them sooner!’ (Willowgate Wills)
If you want to know more about The Estate Planner’s Toolkit,you can book a free demo here https://estateplannerstoolkit.co.uk/book-a-demo/
