BUSINESS OWNERS

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. With over 5.6 million SME’s (2021), you are bound to meet clients that are also business owners that need your help.

Established Will Writers and Estate Planners – Our professionally designed and expertly written factsheets are here to get an important conversation started with your business owner clients. Whether you send these to existing customers to prompt a review of their planning or use with new clients, these factsheets will help your clients understand why it is important to take action to protect their business and those who depend on it.

Financial Advisers / Accountants – Your clients work hard to build their business so isn’t it important that they also take steps to protect it? 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.