Your guide to The Estate Planner’s Toolkit: Your FAQ’s answered.

What is The Estate Planner’s Toolkit?

The Estate Planner’s Toolkit is the go-to resource for professionals providing will writing, probate and estate planning services.

Our factsheets and videos are professionally designed and expertly written.

We add your logo and contact details to make you the expert.

Who is it for?

Will Writers, Estate Planners, Accountants, Solicitors, Financial Advisors, Mortgage Brokers, etc., who provide wills, probate or estate planning services in England and Wales.

The toolkit can benefit both new and experienced practitioners alike.

Professionals who use the toolkit frequently comment on the quality of our design and plain English style, which helps their clients understand complex subjects and the importance of action.

How can it help me?

The recent Consumer and Markets Authority report highlights the importance of will writers providing consumers with “clear, intelligible, unambiguous” information in a “timely way before they make decisions.” 

In addition to ensuring your fees and contract terms are clear, have you recently reviewed the quality of information you send to clients about your core services, wills, trusts, lasting power of attorney, and probate?

A major advantage of the Estate Planner’s Toolkit is that you don’t have to spend time and energy creating (and updating) content for your business. Our factsheets and videos are your high-quality, ready-to-go solution. Why waste time reinventing the wheel?

What topics do your factsheets and videos cover?

Our factsheets include wills, trusts, probate, inheritance tax, lasting power of attorney, estate planning for business owners, challenges to wills and much more.

We currently have six videos: Making a Will, Discretionary Trust, Flexible Life Interest Trust, Lasting Power of Attorney, Probate and Protective Property Trust.

How much does it cost?

All our factsheets and videos come branded with your logo and contact details.

You can buy an individual factsheet (£150) or video (£600) or, like most our customers, you can make huge savings with our package offers.

Is it worth the investment?

Customer surveys and individual feedback are a resounding ‘yes!’

Most customers use their toolkits daily, and many consistently give feedback that saves time and increases their professionalism.

The cost of purchasing a toolkit package would typically be covered by an average sale involving trusts or lasting power of attorney, whilst the benefits of using these resources can be recouped many times through future sales and time savings.

What happens if there are legal changes?

Although the law around wills and probate tends to evolve slowly, we understand you want clarity on what will happen if we update any content you have purchased.

Factsheets

• Except for trust tax overviews, if we update the content of a factsheet (PDF) within 12 months of your purchase date, we will email you the updated version for free. We will use your existing logo and contact details.
• If we update an existing factsheet (PDF) after 12 months from purchase, we will notify you of the cost to purchase the updated factsheet. We treat our customers fairly and offer a significant discount compared to buying the factsheet as new.

Videos

We’ve purposefully kept the content of our videos general so that they don’t refer to any specific information that is likely to change e.g. tax rates or inheritance tax thresholds.

• If we update the content of our videos, we will apply a 12-month guarantee from your purchase date. This will be using your existing logo and contact details.
• If we change the contents of your existing video(s) after 12 months of your purchase date, we will contact you with a time-limited offer to purchase the updated version at a discounted price.

When will I get my toolkit?

Our target time is 5 working days from purchase and receiving your logo and contact details. We will send you a link to download your chosen items.

Is there any support available for customers?

We love our toolkit customers! Whether you buy one item, a package or ‘the works’, you can access our free ‘Let’s Talk Toolkit’ service. We are happy to share tips and ideas to maximise your benefit from using your toolkit.

We also offer existing customers to be the first to see our latest toolkit products and regularly offer generous discounts for new product purchases and updates.

Can I see samples of factsheets and videos before I buy?

We strongly recommend that you look at the samples on our website or arrange a demo here.

What are the credentials of the creators of the Toolkit?

Claudine Jackson LLB Hons TEP is a full member of STEP and The Society of Will Writers. Claudine is the founder of the toolkit and the chief content creator. She uses her experience of running a busy will writing practice and listening to her clients to create products to help make running your will writing practice easier and help your clients be better informed.

The toolkit benefits from collaboration with other experts, including a Chartered Financial Planner, court of protection specialist and contentious probate solicitor.

Before release, our content is double-checked by the Society of Will Writers technical team, and we are incredibly grateful for their support and second pair of expert eyes.

We are very proud to be an official partner of The Society of Will Writers and a trusted supplier of the BEST foundation.

Any questions?

Please email hello@estateplannerstoolkit.co.uk or book a demo