How to Create a Successful Will and Estate Planning Business

£225.00

Our downloadable 6 module course enables you to learn in your own time and is designed to help you build a successful will writing and estate planning business. It covers topics such as how to find customers, how to build presence online and how to structure appointments. Ideal for those new to the industry or who want to develop an online presence.

Introductory price £175.  Standard price £225.

See our online course overview.

Category:

    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.
    key-benefits-the-estate-planners-toolkit

    Who is the Online Course for?


    who-is-the-estate-planners-toolkit-for-estate-planners-toolkit

    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 join the online course?


    • 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 get on the online course?

    Simply purchase and you will be able to gain some insight on how to create a successful will and estate planning business.

    You can use these resources before, during, or after your client meeting whether that is in person or remotely.

    Don’t miss out on landing your next client!