Our Simple Process

We are only ever a phone call away and will talk you through every stage of the process to give you the confidence to offer your clients a professional Estate Planning service.

We take the confusion away from Estate Planning by providing bespoke solutions to your client’s requirements. We do this using our unique one page diagnosis form which takes less than 5 minutes to complete with your client. You email this form to us and we analyse the information to provide bespoke Estate Planning solutions to your client’s individual situation.

1) Take your client’s details

2) We create the Will

3) Your client signs