PROBATE

New Will Writers and Estate Planners – Wills and Probate go hand-in-hand. Whether you do the work yourself or in most cases refer it on, you need to be ready to respond to probate enquiries swiftly and confidently otherwise you risk losing the work. Our probate video and factsheets can help you to generate probate enquiries and answer questions that are frequently asked by executors.

Established Will Writers and Estate Planners – You may be looking to refresh your existing marketing materials on probate or have 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. Use our video and factsheets to generate probate enquiries and enhance your professionalism when communicating with executors.

Financial Advisers / Accountants – Do your clients (and their families) know you can help with Probate? You can use The Estate Planner’s Toolkit probate resources to update your clients on the services you provide and use on your website to generate internal and external enquiries.