When a client gets the keys, they should not leave without a Will.
Mortgage protection is only half of the picture. A Will and Lasting Powers of Attorney are the other half, and they are usually missing.
The conversation a client expects but rarely gets.
Buying a home or remortgaging is one of the few moments when clients are open to the question. Most clients have nothing in place. A simple Will and an LPA address most of the risk for most families.
We make the introduction simple. The client books a free conversation, we explain what they need, they decide. If a Will is not the right answer this year, we say so.
Three things you can expect.
Same-week conversation
We aim to be talking to your client within a week of the introduction.
Honest answers
If a client does not need a Will yet, we tell them. Trust is the asset.
Confirmation back to you
We confirm the work is done, subject to consent, so you can close the loop in your own records.
Common questions.
Single Wills from £120 inc. VAT. Mirror Wills from £180 inc. VAT.
Yes. We are based in Kent and meet clients there in person; for clients further afield we work by phone, video and post.
The form takes two minutes.
We will contact your client within one business day and keep you informed at the appropriate stages.
Talk to us about how a partnership could work.
The introduction form is the simplest route, but if you would prefer a conversation we are happy to set one up.
Or call us on 01304 577 998