What’s New!

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What's New

There’s been lots of work happening behind the scenes at The Estate Planner’s Toolkit to develop new resources that will make it even easier (and more profitable!) for you to run your will writing business.

 In addition to our core, pro and premier toolkit, we’ve developed two fantastic new resources to add to your toolkit.

Explainer Leaflets for Business Owners:  With over 6 million business owners in the UK, our explainer leaflets ‘Lasting Power of Attorney for Business Owners’ and ‘Estate Planning for Business Owners’ are the perfect way to get the conversation started with your clients. Perfect for sharing with your new and existing clients in addition to referral partners who may be able to introduce a lucrative source of referrals to you.

Probate:  Help your clients understand the dangers of DIY probate and why they should choose you to help them! Our probate package includes an easy to follow ‘Do you need Probate?’ video plus two double-sided explainer leaflets ‘Choosing an Executor’ and ‘Inheritance Tax: What are the rules and what can I do about it’. 

I’d love to hear your feedback and ideas about what would help to make running your will writing business easier.

  • Visit our stand at the SWW conference to see samples of our explainer leaflets and explainer videos…not forgetting to enter the free prize draw to win a magnum of champagne!
  • Book a demo to see the ways the toolkit can benefit your business and get your questions answered
  • Visit our website to learn more about the range of products available and order your toolkit today!