How to Create a Successful Will & Estate Planning Business

Are you new to the Will and Estate Planning industry? Do you want your business to be found online? Are you looking for ways to make more sales and find new customers? Are you growing your business and want training tools to help new consultants? If the answer is yes, this new online video course by The Estate Planner’s Toolkit ‘How to Create a Successful Will and Estate Planning Business’ is for you.

Presented by Claudine Jackson LLB Hons TEP, each video gets straight to the point and is full of practical ideas that you can implement right away.

“I’ve created this course based on my own experience of changing career, becoming self-employed and building a will-writing business from scratch. If you are new to the will-writing industry or want ideas to generate more business and better online presence, this course is for you.”

1. Structure & Stories: Getting the best results from client appointments

Do a great job every time by having a clear structure and using stories to produce the best results for you and your clients.

2. Finding Customers – Building a Pipeline

Every business starts from zero. This video explains how you can build a will and estate planning business from scratch and the variety of ways you can generate new business.

3. Building your Online Presence

A non-techy explanation on what you can do to improve your online presence and get results.  Includes tips on website content, blogs and improving your google ranking.

4. Getting Customer Reviews

Good reviews will get you business! This is a quick practical demonstration of how you can ask your clients for Google and Facebook reviews.

5. Networking

If you are new to business networking, this video will give you some tips on getting started and building relationships with other professionals.

6. Top Tips on using your Toolkit

Get the most out of The Estate Planner’s Toolkit and hear how you can use this every day to save you time, increase your sales and enhance your brand.

Learn at a time that suits you. From start to finish, in just over 80 minutes, get equipped with the information you need to create the foundations for a successful will and estate planning business.


To get started and see a full course overview, visit:


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About The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

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