Frequently Asked Questions
The Estate Planner’s Toolkit is versatile and can be used for online or printed use. All of our documents come in high resolution (for professional print) and low resolution (for email and online use) PDF formats.
Send to your clients before or after your meeting or in response to a website enquiry.
Share with your business connections to help them understand your services and generate more client referrals.
When you complete your purchase, you will automatically receive an email to reply to with your logo, website address, email address and telephone number.
Please check your junk folder if this is not in your inbox but if this has not arrived, please email hello@estateplannerstoolkit and we will be happy to help.
We aim to complete your order within three working days of receiving the required information from you.
If you would like to get a quote for print please add a note to your order form or email firstname.lastname@example.org
We would be happy to give you a bespoke quote if you would like your resources to contain contact details for more than one representative.
Please email email@example.com with your requirements.
Yes! We plan to add further resources to the Estate Planner’s Toolkit.
Existing customers will be notified and offered a discounted price so they can keep their resources up-to-date.
Future additions to the Estate Planner’s Toolkit include:
- Lasting Power of Attorney for Business Owners
- Probate explainer video
- Lifetime Trust
If you have feedback or ideas for future content, we would love to hear from you. firstname.lastname@example.org
Yes! The Estate Planner’s Toolkit is excellent value for money.
Just think about the time it would take to create your own content and the cost of hiring a professional design team.
The Estate Planner’s Toolkit is the perfect ready-to-go solution that will be customised with your business logo and contact details to position you as the expert.
Remember, the Estate Planner’s Toolkit is an investment in your business. The cost would typically be covered by an average sale involving a Will trust or Lasting Power of Attorney whilst the benefits of using these resources can be recouped many times over through future sales and time savings.
You can view a variety of samples when you click ‘purchase’ on the Core, Pro and Premier packages.
Remember your chosen toolkit will be customised with your logo and contact details.
The Estate Planner’s Toolkit logo will be removed.
Changes of law involving Wills, Trusts and Lasting Power of Attorney tend to evolve slowly!
From time-to-time, there may be changes that require an update to our materials.
We will notify existing customers and offer a returning customer discount.