We would all agree that it is best advice for everyone to have a Will in place, and particularly if someone owns a property, But how often do you advise your clients to make a Will?

If you’re not currently selling Wills to your clients, what’s your main objection? Is it…

1.       Time is money – Wills are not lucrative enough for the time spent to arrange them.

2.       Lack of subject knowledge – Not having the time or motivation to learn about Wills and lack of confidence to sell them.

3.       Keeping the appointment simple – Desire to keep the client appointment focused solely on the mortgage to avoid muddying the water and losing the sale.

Wills made easy

The Right Will referral service takes these objections away by offering a complete start to finish sales process. All you need to do is pass on your client’s name and contact number and we will do the rest.

We have found that the advisers who refer the most business to us are those who explain to clients the importance of having a valid Will in place and that it isn’t something that they can afford to put off.

How to show your clients the importance of a valid Will

To make it easier for you to position the service to your clients, we have created information leaflets that you can leave behind after the client appointment. These explain the importance of a Will and things that your clients should consider before making one. When our staff speak to your clients over the phone, they will be more than happy to answer any questions and we have excellent feedback from clients who have been referred to us.

A very professional service from start to finish. Queries answered promptly, either over the phone or by email. Very helpful throughout, we would recommend The Right Will to all.
(Mr and Mrs Jackson – referred October 2017)

The Right Will and Estate Planning made everything so easy. Everything was done by telephone or post. We were able to talk to our own advisor if we had any problems at all. Our only regret is that we didn’t do it sooner […] We would like to say a special thank you to Miss Louise Davenport for her advice and guidance.
(Mr and Mrs Buck – referred December 2017)

I would like to thank The Right Will company for their wonderful speedy and professional service, they made the overall process easy to understand and it took the worry out of making our last will and testament.
(Mr Bates – referred August 2017)

Your earning potential

Earn £100 per mirror Will using our referral service. It takes less than a minute to complete our referral form and by referring all of your mortgage clients the money soon adds up!

If your client dies without a Will…

Their partner
If your client is not married, their partner will not receive anything

Ex-partners
Could make a claim on your client’s estate

Children
Children your client has from another relationship may not receive anything

Guardianship
Children your client has under 18 could be taken into care whilst the courts decide who takes care of them

Get in touch for further information

E: admin@therightwill.co.uk
T: 01564 732 740