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. Our Lasting Power of Attorney factsheets and video will help you communicate the key reasons why it is important to have a Lasting Power of Attorney and bust the myths that delay many people from taking action. Make sales more easily and help your clients get the protection they need.

Established Will Writers and Estate Planners – You will know how important it is that clients make a Lasting Power of Attorney. Our factsheets and video provide an ultra-convenient way for you to have modern, engaging and professionally designed resources about Lasting Power of Attorney to help you make sales more easily and reach a wider audience. These are perfect for sharing with clients before or after meetings and also with introducers who refer to you.

Financial Advisers / Accountants – What will happen to your client’s investments, pensions or business if they lose capacity? Educate your clients about the benefits of making a Lasting Power of Attorney and the consequences of not doing so. Help them to protect their family, business and safeguard your ongoing work by having a Lasting Power of Attorney in place. 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.

New Will Writers and Estate Planners – Our tax guides make it easy for you to provide your clients with the key information they need about how trusts are taxed. Save time and have confidence when sending information to clients. We’ve done the hard work so you don’t have to.

Established Will Writers and Estate Planners – Is updating your information to clients stuck on your to-do list? Our tax guides are a super-convenient way to give your clients up-to-date information on how trusts are taxed and enhance your professionalism.

Financial Advisers / Accountants – You can use the Estate Planner’s Toolkit tax guides to complement the information you already provide and combine with our other great resources to promote your will and estate planning services.