There's a family - your clients - behind every estate. So we handle every estate with the utmost care.
Achieve your business goals by providing a range of services that support your clients and help you to grow your business as one of our key partners.
Options for business growth
Choose how you work with us, whether by referring clients or handling all aspects of the process yourself.
Supporting your clients
We're proud to be one of the UK's leading estate administration specialists. We've got the systems and team in place to keep your clients' cases moving forward.
We will pay you a competitive percentage of our net fee when your clients appoint us to provide an estate administration service.
FreE & secure Document Storage
We will store your clients’ important documents - including Wills, LPAs and deeds - in our secure storage facility. So you can offer an additional service to your clients.
online case-tracking, 24/7
You will have access to Insight, our online case tracking tool that allows you to follow the progress of your clients' cases, submit leads and view fee share information.
Keep informed on the progress of your clients’ cases with contacts made at key milestones in the process, so you and your clients are never left in the dark.
referring work back to you
We will refer any beneficiaries back to you. It's our way of helping you expand your client base and grow your business.
Marketing supporT & literature
We will provide you with free marketing support, content and literature to help you promote our services to your clients.
TRAINING & DEVELOPMENT
You will be invited to exclusive business partner events and seminars to help you develop your professional knowledge and gain CPD hours.
You will have a dedicated regional sales manager as your personal point of contact. They can answer questions, provide advice and help you support your clients.