Testimonials
My initial contact was with Cheryl, who was friendly, patient, helpful, enthusiastic and informative. She set out exactly what The Right Will would do for me in terms of support, systems and training. Everything Cheryl said would happen has happened and more.
The training is exceptional and is ongoing on the various elements of Will writing and Estate Planning, the support team are accessible, the software is excellent and very simple to use with demonstrations if required.
Working with The Right Will has given me confidence to deliver Wills and Estate Planning to my clients as this is an area I didn’t have experience of before. I wouldn’t hesitate to recommend The Right Will to anyone looking to work in this field. 10 out of 10!
Having been around the Estate Planning industry for a number of years and come across many different business offerings, The Right Will offers the most competitive on price and the most comprehensive on service and support, that I have come across.
I would recommend The Right Will to any adviser who is looking to offer Wills, Trusts and Estate Planning as part of their services. In my experience, I have found The Right Will to be very friendly and helpful in dealing with any issues or queries that I have had. The training online and the training events which can be attended free of charge are spot on and easy to follow and understand.
I recently took on a case from a very ill client who did not have a Will in place. From the date of the initial appointment, The Right Will were able to produce final Will documents within 5 working days, which included sending draft documents to me for checking. I would like to say that the service was exemplary and this was clearly vocalised by the client and the client’s sister who were extremely grateful for the effort in producing the documents in such a short time. Thank you very much.
I am more than happy with the service, product knowledge and helpfulness of The Right Will. It is reassuring to have the backing of such a well run, organised and friendly organisation. An excellent resource for any business wanting to help clients achieve their financial objectives.
We are delighted with your service, in this day and age it is fantastic to be able to get in touch with the team so quickly and not be listening to on hold music for 10 minutes, it is a breath of fresh air!
May I say that it has been a pleasure working with you- you are always prompt, helpful and professional – it is a credit to you all. My clients wanted me to pass on their sincere thanks for organising their Wills and Trusts so quickly and prioritising them. They were very happy with the service and I left them yesterday with everything signed and valid documentation so they may have peace of mind, especially Phil going into hospital today. Good job all round! Well done!
What a professional business to deal with. The Right Will Company have an all-encompassing proposition to deal with estate planning, benefiting both advisers and clients.
The Right Will provide a great way to offer a service that dovetails with my current business goals, the support and administration is fantastic.
After being introduced to the Right Will Company I have found a new lease of business which has opened up more business avenues than any other proposition. The online course not only provided the knowledge but also fully explained the process for submitting Wills & trusts to The Right Will Company. From the staff to the documentation, the whole experience of dealing with The Right Will Company has been a pleasure.
The course was brilliant and certainly prompted my memory, especially for Trusts.
I’ve found, like many other colleagues, when clients effect new protection policies or mortgages they are very receptive to looking at their estate planning, with a high percentage updating or effecting wills and trusts. This provides invaluable additional fee income, enhances my professionalism (their words!) and cements our client/adviser relationship. I would definitely commend all advisers to get licensed to provide such advice or as a minimum refer your clients to The Right Will
Thanks for your e mail and the guide. As mentioned the other day I have found the adviser site to be very client and adviser centric. It is straightforward and easy to use
You’ve been a great help and exactly what I have been looking for some time. You provide a great service and your customer support is exceptional! When any of you say you will do something, it is always done and always in a most professional manner. I am also very much looking forward to working with you next year and helping lots of people plan and protect their hard earned assets.
I have been working with Tania and her team since May 2012, I honestly cannot fault the level of support provided, communication is best in class as I have never been left waiting for a response to any support issues, the tools that they provide me with are excellent and I have no doubt in my mind that this will be a long term relationship, I am looking forward to putting more business Tania’s way.
I thought the session was excellent. The trainer was very patient and took his time to explain things and when required was happy to go back over the points to ensure everyone in the group understood.