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Estate Planners Toolkit
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Estate Planners Toolkit
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WILLS

This is simply ‘a must have’ for any professional will writer. Answer your clients frequently asked questions on making a will and make a great first impression on them.

Our factsheets and explainer videos are customised with your business logo and contact details.

Increase your sales. Save time. Enhance your brand.

Estate-Planners-Toolkit-Your-Logo-Your-Contact-Details
  • Checklist-Estate-planners-toolkit

    Checklist: How to review your Will

    £150.00
    Add to cartContinue Loading Done
  • Choosing an Executor-Estate-planners-toolkit

    Choosing an Executor

    £150.00
    Add to cartContinue Loading Done
  • I’m an Executor – What do I need to do?

    £150.00
    Add to cartContinue Loading Done
  • How to choose a guardian-Estate-planners-toolkit

    Choosing Guardians

    £150.00
    Add to cartContinue Loading Done
  • LPA Frequently Asked Questions

    £150.00
    Add to cartContinue Loading Done
  • Property Ownership

    £150.00
    Add to cartContinue Loading Done
  • Five good reasons to make a will-Estate-planners-toolkit

    Five Good Reasons to Make a Will

    £150.00
    Add to cartContinue Loading Done
  • Making a Will Video

    £600.00
    Add to cartContinue Loading Done

Who is The Estate Planner’s Toolkit for?


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

New Will Writers and Estate Planners – The Estate Planner’s Toolkit is the perfect solution to help you get started and grow your business. Our expertly written and designed factsheets and videos will feature your business logo and contact details so you are seen as the expert. Answer your client questions about wills 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 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.

Financial Advisers / Accountants – Educate your clients about the benefits of making a will and the consequences of not doing so. 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.

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

Contact Us


Telephone:
07725 403 584

Email:
hello@estateplannerstoolkit.co.uk

Address:
The Estate Planners Toolkit Limited, 12 Brockley Road, West Bridgford, NG2 5JY

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    • Checklist-Estate-planners-toolkit

      Checklist: How to review your Will

      £150.00
      Add to cartContinue Loading Done
    • Choosing an Executor-Estate-planners-toolkit

      Choosing an Executor

      £150.00
      Add to cartContinue Loading Done
    • I’m an Executor – What do I need to do?

      £150.00
      Add to cartContinue Loading Done
    • How to choose a guardian-Estate-planners-toolkit

      Choosing Guardians

      £150.00
      Add to cartContinue Loading Done
    • LPA Frequently Asked Questions

      £150.00
      Add to cartContinue Loading Done
    • Property Ownership

      £150.00
      Add to cartContinue Loading Done
    • Five good reasons to make a will-Estate-planners-toolkit

      Five Good Reasons to Make a Will

      £150.00
      Add to cartContinue Loading Done
    • Making a Will Video

      £600.00
      Add to cartContinue Loading Done
    • Trustees-Estate-planners-toolkit

      Trustees Guide

      £150.00
      Add to cartContinue Loading Done
    • Attestation-Record-Package-the-estate-planners-toolkit

      Attestation package

      £300.00
      Add to cartContinue Loading Done
    • Nil-Rate Band Discretionary Trust package

      £375.00
      Add to cartContinue Loading Done
    • Will-challenges-the-estate-planners-toolkit

      Will challenges

      £150.00
      Add to cartContinue Loading Done
    • What happens if I don't make a will-Estate-planners-toolkit

      What happens if I die without a Will?

      £150.00
      Add to cartContinue Loading Done

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    12 Brockley Road,
    West Bridgford,
    Nottingham
    NG2 5JY

    hello@estateplannerstoolkit.co.uk
    07725 403 584

    © 2025 The Estate Planners Toolkit Limited | Company Registered in England & Wales #13310859
    Registered Address: 12 Brockley Road, West Bridgford, NG2 5JY  Web Design Nottingham

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