Looking for a reason to get back in touch with your client bank?

Have a large proportion of clients with no later life planning in place?

Want to start writing or referring Wills and Lasting Powers of Attorney?

Help your clients plan ahead for the future and protect their wealth for future generations.

Sell or refer – the choice is yours

All commission paid within 2 weeks

Online training, regular workshops and full telephone support

Common Selling Scenarios:

Younger clients with children
Writing a Will is the only legal way to choose a guardian who will look after them if both parents decease.

Older clients
Many older clients will have considered writing a Will for some time but won’t know who to ask for help with it.

Divorced clients
Divorce does not invalidate any Wills that have already been written and so a new Will may need to be put into place.

Clients with children from another partner
If a client re-marries then their wealth will pass to their new spouse and their children may not receive anything.

Clients with sizeable estates 
Estate Planning can help mitigate generational inheritance tax.

All clients 
Dementia is now one of the leading causes of disability in later life and so a Lasting Power of Attorney is vital planning for all clients.

Earning Potential for a Couple:

*This is an example using our recommended retail prices and our online software

Further Information and Product Details:

Want to start referring? Click here to find out more about referring to us.

Want to start selling Wills and Lasting Powers of Attorney yourself? Visit our website for more information.

Get in touch 
Our friendly team are on hand to answer any questions you may have: Call – 01564 732 740 or email admin@therightwill.co.uk.

We look forward to hearing from you.