The Estate Planner’s Toolkit is the go-to resource for professionals who provide will writing and probate services. Our professionally designed factsheets and videos answer your clients’ frequently asked questions in plain English. They are branded with your logo and contact details to make you look the expert without having to spend the time and effort creating them yourself.
Who is it for?
Will writers, estate planners, financial advisers, solicitors, mortgage brokers and accountants who provide will-writing or probate services. If you are new in business, The Estate Planner’s Toolkit can help you achieve a flying start by giving you what you need to communicate quickly and confidently with your clients.
If you are a more established business, The Estate Planner’s Toolkit offers a convenient way for you to enhance your brand and ensure you have the latest information to maintain compliance.
“I’ve been well-impressed with the quality of the factsheets and reaction to videos. It’s a very easy way of getting my marketing up-to-date which has been on my mind for a long time but I’ve struggled to get around to it.” MW Legal Services
What topics do you cover?
We have a wide range of factsheets (PDFs) covering wills, trusts, lasting power of attorney, business ownership, inheritance tax, probate, and more. You can email or print them and share with clients and introducers. Our latest factsheets include Pensions (changes from April 2027), Business Relief, Trust Registration, Lifetime Gifts, Nil-Rate Band Trusts and Lifetime Discretionary Trusts.
“These factsheets have been a god-send for my estate planning business. It would have taken an awful lot of time to try and do this myself. My clients have found them very useful.” Bristol Wills
“They look amazing and are very professional.” One Step Consultancy
Our animated videos make complex topics easier to understand and can be used during appointments (in person or virtually) as well as on your website. Current videos include Protective Property Trusts, Discretionary Trusts, Flexible Life Interest Trusts, Lasting Power of Attorney, Probate and Making a Will.
‘The videos on Property Trusts and Lasting Power of Attorney have proved to be an excellent tool to use in my appointments.’ PAA & Associates
Next steps
Visit www.estateplannerstoolkit.co.uk to browse our full collection of factsheets and videos. You can buy a single item or save with our packages. Once you have purchased your chosen toolkit, your branded factsheets (PDF) and/or videos (MP4) will be sent to you typically within 5 days.
Got a question? Visit our FAQ & Samples page or book a no-obligation demo.
