Become a Willplan Affiliate and sell Wills Online

Are you an IFA or Will Writer?  Do you have your own website?  Would you like to earn extra revenue by offering Online Wills to your customers?  Click here to read about our affiliate scheme.

 

IFA's:  

Have your clients got wills?: If you are a Financial Advisor, you will know that it is your duty of care to ensure that your clients have made adequate arrangements for estate planning. By referring clients to WillPlan, you can be sure that your client receives professional, high quality service and you receive a significant referral fee!

We have introductory arrangements for referrals and also reciprocate with WillPlan clients that require assistance with their current financial planning.

WillPlan also guarantee no cross selling, as we are not tied to any one financial advisor.

Become an Introducer

Download the Introducer Commission .Pdf

Will Writers:  

If you are a Will Writer, you may find you are successful but unable to cope with the amount of paperwork!

WillPlan have extra Will writing capacity and may be able help you see your desk again. (Wills usually completed and professionally bound in around 10 days)

Retiring Will Writer / Estate Planner:  

If you are thinking of retiring from Will Writing and want to ensure your clients are looked after by a professional organisation then contact WillPlan.

We can look after clients and also your Will Bank if you have one, so if you are thinking of selling  your practice then contact WillPlan to discuss ideas.

 

To find out what we can do for you and your clients call 01276 482007

Other Services:
               

 

Will Writing

 

 

Discretionary Trusts

   

Executorships 

 

Living Wills

 

Property Trusts

 

 

Severing Joint Tenancy

   

Storage Of Wills

   

Disabled Trusts