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.