Be the expert! Our factsheets and explainer videos customised with your business logo and contact details.
Increase your sales. Save time. Enhance your brand.
New Will Writers and Estate Planners – Explaining trusts to clients isn’t easy. It can be easy to get tongue-tied or give a muddled explanation of how a trust works and confuse your client in a meeting. Our easy-to-follow property trust video and expertly written factsheets can help you answer your clients’ questions about trusts with confidence. Our professionally designed factsheets and videos will feature your business logo and contact details so you are seen as the expert.
Established Will Writers and Estate Planners – You may be looking to refresh your existing information that you give to clients about trusts or have simply not got around to creating these. Having a suite of ready-to-go factsheets and videos on trusts will save you time and effort by having the information at your fingertips to send to clients and introducers. Our professionally designed and expertly written resources will enhance your business brand and save you the time and effort of creating your own resources. We’ve done the hard work so you don’t have to.
Financial Advisers / Accountants – If you provide Will and Estate Planning services, trusts will feature in the majority of these. Use the Estate Planner’s Toolkit to explain trusts to your clients without the time and cost of designing and developing your own content.