Don’t take our word for it! Read what our customers say about the The Estate Planner’s Toolkit

Since launching in 2021, The Estate Planner’s Toolkit is now an essential resource for many wills and probate professionals. We have created an extensive collection of factsheets and videos covering wills, trusts, lasting power of attorney, probate, business ownership, inheritance tax, etc. So what do our customers think?

Meet David. David is an ICAEW-authorised Probate Chartered Accountant. He helps his clients protect their profits and families by offering estate planning services: wills, probate, trusts, IHT planning, and lasting power of attorney services alongside traditional accountancy services.

What do you like best about the toolkit?

The cartoons readily explain key estate planning topics such as protective property trusts.

How has this helped your business?

Easier to communicate and demonstrate the benefits of the need to safeguard assets and plan for the future.

Meet Shandip. Shandip is an experienced will writer and chair of the West London Society of Will Writers regional group and on the SWW Professional Standards Board. Shandip was one of our first customers and has every factsheet and video produced by the Estate Planner’s Toolkit.

What do you like best about the toolkit?

The professional look of each factsheet. Personalised with my company details and consistent on all documents. They are well-written and easy to understand by clients.

How has this helped your business?

Massively. I have gone from my own drafted information factsheets to these ones. It has made explanation of difficult topics like trusts much easier for the client as the language is very user-friendly.

Want to know more about The Estate Planner’s Toolkit?

Whether you are a new or experienced practitioner, the Estate Planner’s Toolkit can help you save time, make more sales and enhance your business brand.

Our professionally designed and expertly written factsheets and videos are branded with your logo and contact details to make you look the expert. It’s a ready-to-go solution to save you the stress, time and expense of creating your own content.

Our customers include will writers, estate planners, solicitors, accountants, mortgage advisors, financial advisers and insurance professionals who provide wills and probate services in England and Wales.  We are proud to be an official partner of The Society of Will Writers and a trusted supplier of the BEST Foundation.

If you would like to book a demo and see how the toolkit can help make your business life easier, please visit our website www.estateplannerstoolkit.co.uk/book-a-demo