Referral Service

Adviser Will

At AdviserWill, we understand that Will writing does not always generate sufficient income and can become time consuming and complex. However, we know that offering a Will Writing Service is important and can achieve the following:

  • Offering the complete service and ensuring your clients have protection in this important area.
     
  • Mitigating the risk of other professionals building a relationship with your clients and offering them Will writing solutions that are expensive and unnecessarily complicated
     
  • Generate additional income and cross Sales
     
  • The referrals that can come from the key people within a Will, Trust or LPA can include the Executors, Trustees, Guardians and Attorneys. All of these clients may require financial advice.

AdviserWill can now offer a 'referral service' which allows you to gain all of the benefits that Will writing offers, yet for very little of your time.

One of our professional Will writers will contact your client directly and take all of the Will writing and estate planning instructions. Our services include:

Instructions taken for you​

One of AdviserWill’s professional Will writers will contact your client directly at a suitable time and date to offer advice and take instructions for the Will and/or Lasting Power of Attorneys. We are solely Will writers and we pride ourselves on suitable packages that meet the client's needs. The process is designed to be simple, fast and efficient.

Separate client facing website

We offer a separate website at www.adviserwill.org.uk which is packed with information and is designed specifically for your clients.

Regular updates

We will keep you updated via text or email throughout every step of the Will/LPA writing process ensuring your piece of mind.

Draft Will guaranteed within 2 working days

Once we have all the information needed from your client, we guarantee to email the draft Will out to them within two working days.  We will also copy you into this email for your reference.

Final Will sent out within 2 working days

Once we have received notification from your client that the draft Wills have been checked and are correct, and we have received payment for the Will’s/LPA’s, we will send the final Wills out within two working days directly to your client, along with guidance on how to sign and witness them.

Cross Sales opportunity

Once we have sent out the final Wills to your client, we will email you a pdf document listing all the contact details for the Executors, Guardians, Trustees & Attorneys listed in the Will and LPA. You can then approach all of these people explaining their duties in the Will with the templates available on our website.  This should lead to numerous new clients and cross sale opportunities.


If you are interested in finding out the full features, benefits and remuneration package of our referral service, please complete the contact us or join us forms at the top of this page and we will arrange a suitable time and date to discuss this with you or present an online webinar.