Premier Toolkit – Estate Planner Resources

£1,500.00

Our Premier package includes all of our Core and Pro content plus four will trust tax overviews and our Protective Property Trust explainer video. All content will be customised with your contact details and logo. All for £1500 saving over 35% on individually purchased items.

Five Good Reasons to Make a Will
How to choose a Guardian
Lasting Power of Attorney
How to review your Will checklist
Protective Property Trust
Discretionary Trust
Vulnerable Persons Trust
Flexible Life Interest Trust
Protective Property Trust Tax Overview
Discretionary Trust Tax Overview
Vulnerable Person’s Trust Tax Overview
Flexible Life Interest Trust Tax Overview
Protective Property Trust video

Optional: Add more to your toolkit! Add our Business Owner and /or Probate packages to make instant savings (prices below) or simply select ‘Premier Toolkit only’ from the options below to add this item to your basket.

Optional Extras

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SKU: N/A Categories: Classic Bundles, Packages

Description
Additional information

Description

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Additional information

Optional Extras	Premier ToolKit only, + Business Owner Leaflets (saving £50), + Probate Leaflets & Video (saving £150), All of the above (saving £200)

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.

Book a Demo Buy Now

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.

Who is the Premier Toolkit 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.

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Why use the Estate Planner’s Toolkit?

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 use the Estate Planner’s Toolkit?

The Estate Planner’s toolkit is versatile and can be printed, uploaded to your website, or e-mailed to your clients.

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

Take 10 minutes out of your day for us to explain how the Estate Planners Toolkit will help you to grow your business.

Book a Demo

Take 15 minutes out of your day for us to explain how the Estate Planners Toolkit can help you to grow your business!

Book a Demo

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‘This is exactly what we have been looking for! Very pleased with the downloads and video.’

Rosemary Gachet

Exclusively Wills

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‘Absolutely Champion’

David Hall

Westfield

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‘I’ve been well impressed with the quality of the leaflets and reactions to the video, it’s a very easy way of getting my marketing up to date which has been on my mind for a long time but I’ve struggled to get round to it!’

Matt Walkden

MW Legal Services

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‘I have found the toolkit ideal for providing information to my clients on the services I provide and the importance of taking professional advice to ensure their needs are properly met. It is easy to use and written with the customer in mind with the right level of information provided with clarity’

David Evanson

Evanson WEP

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‘From start to finish the experience has been superb. Seamless and Claudine is very flexible and great to deal with. No hassles. Just place your order and they will do the rest. Brilliant.’

Shandip Shah

Balance Consultancy

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‘So far I have nothing negative and only praise for the initiative that has been taken here in creating readily useable, current content on all things Estate planning. Loving the professional service, communication and material now I have it. Can’t wait for the next installment.’

Jacqui Tetley

JT Accounts

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‘This is going to be a game-changer for us. I can email these to our clients and introducers and are positive that this will generate more business for us. We really appreciate your hard work and would thoroughly recommend you to others’

Carol Shaw

Robert Shaw & Co

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‘If I may say, it’s one of the best I’ve seen for anything in our industry! Informative without overloading, and user friendly without being patronising.’

Simon Clark, Mortgage Broker

Veracity Financial Planning

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‘It’s always encouraging to see members showing initiative particularly when their ideas and projects have the potential to benefit both their fellow members and the consumer.’

Anthony Belcher

Director of the Society of Will Writers

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‘Thank you for creating this great resource. I’m sure our clients, advisers and business will all benefit from them. They look awesome and I’m very happy with them.’

Paul Stanford

Stanford Legal Services

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‘I am so impressed with The Estate Planners Toolkit! I have tried to create factsheets to give to clients myself, but haven’t gotten very far as I don’t have the time or the design skills. The feedback I’ve had from clients has been amazing, I only wish I had gotten them sooner!’

Monique Jones

Willowgated

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‘The Estate Planner’s Toolkit videos on Property Trusts and Lasting Powers of Attorney are excellent and they have proved to be an excellent tool for me when doing client appointments.’

Philip Pamment

Philip Anthony Associates Limited

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‘These factsheets have been a godsend for my estate planning business, as it would have taken an awful lot of time and effort to produce them by myself. My clients have found them extremely useful as they are a cross between marketing and facts.’

Graham Southorn

Bristol Wills

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‘The Estate planning industry is knowledge intensive and there was a need for this knowledge to be presented to the clients in a lucid manner for them to understand and take informed decisions. The Estate planners toolkit solves this issue and explains difficult areas to clients in plain English which is easy to understand.’

Sid Mohanty

Amadeus Legal

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‘We are a well-established Estate Planning business, and the tendency can be that you think you “have it all in place”. When I saw Claudine’s presentation, I realised how much we could benefit from the cohesion and branding. We now use it at every opportunity!’

Leah Hamilton

Hamilton Legacy

About The Estate Planner’s Toolkit

The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.

Everything in The Estate Planner’s Toolkit can be used daily in your business. I created this based on my own experience of running a Will writing business and a passionate belief that information to clients should be well-designed, informative and easy to understand.

I’m very proud to be endorsed by The Society of Will Writers so you can be assured that the quality of content has been independently verified.

I want The Estate Planner’s Toolkit to meet your needs so would be happy to hear from you with suggestions for future content: hello@estateplannerstoolkit.co.uk

Claudine Jackson LLB Hons TEP – Creator of The Estate Planner’s Toolkit

Don’t miss out on landing your next client!

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Free Guide – Win More Clients

The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.

Are you looking to win more customers? Want to grow your business in systematic and sustainable way and enhance your company brand in the process?

Download your free guide today…