Phone calls, client meetings, responding to emails, drafting, countless hours on hold to The Office of the Public Guardian. Sound familiar? We have so much to do as will writers that it can be easy to be swamped by these tasks and lose focus on developing our business and processes.
The Estate Planner’s Toolkit has been created to help make running your will writing business easier so that you have professionally branded, high quality and engaging information to share instantly with your clients and introducers without the need to spend the time, money and effort designing your own.
We were delighted to win the Corporate Live Wire Award for ‘Most Innovative Legal Resource UK’ and receive these comments from the judging panel.
We can see you are passionate about what you do and have created a resource that is of genuine value to will writers and estate planners… the toolkit can significantly improve the efficiency of those who use it and can save huge amounts of time and money by avoiding repetitive tasks.
So what do will writers who have purchased the toolkit think?
The cartoon video has been praised by some of the most important professionals I work with. It is truly perfect. Business has increased and paid for the toolkit. It has increased my confidence when talking to clients after they have received my quotation and factsheets…Love what you are doing.
They are simply beautiful and full of valuable information in an easy-to-understand manner. They well exceeded my expectation. Great job.
If you are curious about what benefit The Estate Planner’s Toolkit can bring to your business then why not book a demo now to find out more.