Is your client looking for Estate Planning Services?
Our referral service allows you to refer and earn for Wills, Trusts and Lasting Powers of Attorney. All you need to do is complete a one page client referral form with your client’s contact details and we deal with the rest! We can take your client’s instructions remotely and you will receive a referral fee on completion of their legal documents being issued.
If you would like to find out more about referring Estate Planning Services to us please do not hesitate to get in touch with our friendly and helpful staff:
Call us: 01564 732 740
Email: admin@therightwill.co.uk
Our simple process
- You complete the referral form and send it to us
- We contact your client and take their details
- We email an order summary to your clients so they can check all spellings are correct
- We print the documents and post them to your client with full signing instructions
- Your client posts the documents back to us
- We send LPAs off to the OPG for registration
- We post the registered LPAs to the clients once they return from the OPG
Estate Planning Services
Estate Planning: Wills and Trusts
Protect your client’s wealth
Without professional Estate Planning in place your clients may inherit debts, tax bills and be left fighting over how assets should be divided. Estate planning doesn’t have to be complicated and even putting a basic Will in place can mitigate the majority of these factors. If your client’s circumstances are more complicated, protective trusts can be established to reduce inheritance tax payable and protect their assets from risks such as bankruptcy, divorce and potential care costs which may be payable in the future.
Lasting Powers of Attorney
Why is it vital planning for your clients?
If your client should lose mental capacity then they may be unable to do the following without a Lasting Power of Attorney:
- They will be unable to access further draw downs on their property
- They may be unable to access joint bank accounts
- Loved ones will be unable to pay bills on your clients behalf
- Your client’s loved ones will be unable to move them to a different care home if they feel unhappy with the standard of their care
- Doctors, rather than your client’s chosen person, will decide on whether to give or refuse life sustaining treatment
Get in touch
If you would like to find out more about referring Estate Planning Services to us please do not hesitate to get in touch with our friendly and helpful staff:
Call us: 01564 732 740
Email: admin@therightwill.co.uk