Lawsuite: Professional Will Writing Software

Would you like us to do all the hard work?

You have had a look, but you just want to refer your clients to a Will writer and receive up to..

Up to 25% commission

If you are looking for a new income stream from your exisitng client-bank or increasing your client-bank with fresh new clients, then the answer is simple: add the question to your fact-find: Do you have an up-to-date valid Will?

We have a network of Will writers and professional estate planners covering the whole of the UK (as well as Australia and the Middle East) capable of writing Wills under English, Northern Irish and Scottish law, plus draft Wills that are Sharia Compliant (Muslim Wills). They already offer financial advisers prompt and efficient in-home Will writing service for their clients paying up to 25% commission on the order value. They keep you updated throughout the process until the order is completed and your commission is paid.

Retaining your clients

It is always good practice to recommend your clients to appoint you as their financial adviser to their trustees in the administration of their estate in their Will and in most cases they follow this recommendation. This protects your clients from having control of their assets and investments being ringfenced for their bank's or solicitor's in-house financial advisers and this can also earn you future commission income after the death of the client. It also improves client retention during the life of the client and can create new client referrals from the client's beneficiaries, executors and guardians.

A Source of new clients

Clients must have their Wills signed before two independent witnesses who cannot be relatives (one witness for Scotland). They are usually friends, colleagues at work, or neighbours and if they need to make a Will, they become second-generation clients. If the fact-find on a second-generation client discovers a financial product renewal or a need for a consultation, they are always referred back to you, the originating introducer, as a new warm-market client expecting your call.

We also have a facility for you to take client instructions yourself, under our Professional Indemnity Insurance, thereby increasing your fee income further.

If you would like to discuss these opportunities further please contact us.