Partner

Our system ensures that your clients’ circumstances are appropriate for using our online platform. If the system detects more complex needs, it will guide the client to book an appointment with one of our professional will writers, ensuring they get the expert advice they need.

Lead Generation Our system does more than just produce legally binding wills. It helps identify additional financial needs that your clients may not have addressed, including:

• Life insurance
• Pension reviews
• SSAS pensions

Whenever a potential gap or risk is highlighted, we send these qualified leads back to you or a company you trust. We take no commission from these leads, allowing you to maintain full control over your client relationships. If you choose to arrange a commission with a trusted partner, that’s perfectly fine.

When clients appoint executors and guardians in their will, our platform invites them to create their own will within the same system. This results in additional lead opportunities for your business.

If any revenue is generated through our platform or from estate planning services we provide to your clients, you’ll receive a commission. It’s our way of ensuring that your business benefits from every opportunity.

The system is fully dual-branded, aligning with your business to maintain consistency and trust with your clients. Plus, The Will Place takes full responsibility for the legal validity of the wills, so you can confidently offer this service without liability concerns.