ConferencePartner NewsThe Estate Planner’s Toolkit

https://i2.wp.com/www.willwriters.com/wp-content/uploads/2021/10/Cheers.png?fit=1200%2C675&ssl=1

What a fantastic conference! So good to see everyone enjoying themselves at long last. A big thank you to everyone who stopped by The Estate Planner’s Toolkit stall.  It was a pleasure meeting so many of you to explain how the toolkit works and show samples of our factsheets and videos. A warm welcome to my new customers and a big thank you to my existing customers for your feedback and support. I was delighted to hear how the toolkit is saving you time and makes running your business easier!

If you didn’t get a chance to stop by or attend the conference, remember you can book a free demo here.

What is The Estate Planner’s Toolkit?

The Estate Planner’s Toolkit is the go-to resource for professional Will Writers and Estate Planners like you who want to save time, increase your sales and enhance your brand.

 

  • Be the expert! Our fact sheets and videos will be customised with your logo and contact details
  • Save time and effort answering your clients frequently asked questions on Wills, Trusts and Tax
  • Increase your sales with a suite of professionally designed resources to share with new and existing clients
  • Share with partners (e.g. accountants, IFA’s) to increase referrals
  • Enhance your brand with our professionally designed and expertly written factsheets and videos
  • Save time sending information to clients before or after meetings
Who is it for?

New Will Writers: Answer your client questions with confidence and have a suite of ready-to-go resources that will help you build a professional and trusted brand.

Established Will Writers: A convenient way for you to refresh your existing marketing materials and avoid the time and cost creating these.

IFA/Accountants: Use the Estate Planner’s Toolkit to communicate the benefits of Wills and LPA’s to your clients without the time and cost of developing your own content.

Choose your Toolkit

Visit our website www.estateplannerstoolkit.co.uk and see the range of packages on offer. View samples of our explainer leaflets and clips of our videos. Choose from the Core, Pro or Premier package and take a look at our new packages for Business Owners and Probate too.

Any Questions?

If you have any questions, please email [email protected] or book a demo https://estateplannerstoolkit.co.uk/book-a-demo/ to find out more.

 

The Society of Will Writers

Posting news, updates and guest content for The Society of Will Writers.

Leave a Reply

Your email address will not be published. Required fields are marked *

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.

Contact Us

The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]

SWW, logo, white, crest, seal, will, pen, quill, ink, paper, book, scales, legal, blue, gold,

Copyright by The Society of Will Writers. All rights reserved.
Registered in England and Wales. Company Number: 02918900.

Login

Register

If you have not been registered for the SWW members Area, please contact us. Your personal data will only be used for the purposes described in our privacy policy.

Already have account?

Lost Password

Please enter your username or email address. You will receive a link to create a new password via email.