Business To Business Support

We work with lots of other businesses. It’s been one of the secrets to our success. It’s been the reason why we have lots and lots of lovely clients and part of our strategy to support even more people in making sure they have the correct estate planning documents in place.

How do we do it?

We want to hear from you if you’re a charity, business looking to provide staff and customers with estate planning services or if you are looking to give back to the community. We are sure there are ways that we can help.

Mentoring

If you would like more professional support and to become a better estate planning professional, why not enquire about our mentoring programme. You benefit from 1-2-1 mentoring with our founder Sara (who is a professional estate planner with over 35 years experience). Sara has seen some of the best Wills and some of the worst and is happy to share tips and tricks to help make sure that your clients get the best Wills.

In looking to Sara for guidance you’re getting support from the Regional Chair for Kent (The Society of Will Writers), from someone who sits of the SWW’s Professional Standards Board, and from someone is full TEP - STEP Qualified. What’s more, Sara is on the panel for Love Legal providing document checks clients.

For more information click here.

Back Office Drafting

As with our mentoring service we also offer back office drafting solutions to those businesses that need it. This means everything from single documents on a sporadic basis, or higher volume service contracts. Simply get in touch to discuss your requirements.