Wills, Trusts & Estate Planning


ALL INCLUSIVE PACKAGE | NO FINANCIAL EXPERIENCE OR PREVIOUS QUALIFICATIONS NECESSARY

  • Full Business Launch Training Provided
  • Exam for Entry into the Willwriters’ Guild
  • Training Materials & Business Manual
  • Business Development Support
  • Legal Back Office Support & Sales Helpline
  • Option to Operate Under our brand or Under Your own Brand (upgrade package cost to operate under your own brand)
  • Unrestricted Business Territory – Generate Leads & Conduct Business Across England & Wales
  • 60%-80% Commission
  • Access to the Partner Portal
  • Comprehensive Business Launch Package, including Business Logo Design, Business Cards, Email Account Provisions & Website (& Ongoing Hosting)
  • Access to Regular Forums

MARKET OPPORTUNITY

  • Two Thirds of the UK Adult Population have no Will in Place (50 Million Adults in the UK)
  • Many who do say their current will isn’t up to date
  • Number of People Assigning Lasting Powers of Attorney is Increasing Significantly (Around 50,000 in 2011 compared with over 200,000 in the first quarter of 2020)
  • Huge Opportunity to Build Business Up via Referrals
  • Additional Income Stream Complementing Current Business Relationships

CORE PRODUCT RANGE

  • Basic Wills
  • Protective Property Trust
  • Flexible Life Interest Trust
  • Discretionary Trusts
  • Nil Rate Band Discretionary Trust
  • Property & Financial and Health & Welfare Lasting Powers of Attorney
  • Asset Protection Trust
  • Pilot Trust
  • Probate

PACKAGES

Wills, Trusts and Estate Planning (WTEP) Associate

The WTEP programme is designed to allow you to operate in the growing direct market to provide advice and guidance on wills, trusts and estate planning. Training is provided to ensure you will be able to pass the required exam to join the Willwriters’ Guild. Operating either as a registered individual under our brand or as an appointed representative (AR) to face the market under your own brand you. With multiple packages available, the commission splits reflect the investment level.

Find Out More


For more detailed information please contact the Business Development Team on 0333 405 6666 or email info@brokerplan.co.uk