Overview
A sophisticated Wills and Inheritance Tax service is available via the telephone through our trained operatives; all Wills are reviewed and approved by our qualified legal team. The Will is then printed, bound and dispatched to the customer. Storage and executorship services are also offered.
Services offered
Insurers & Banks
White-labelled Will services are set up for customers, with the Will, IHT Planner and all call centres contact provided in the institution's name, so this can be provided as a specialist service as part of a wider branded legal solution. Additionally, full cross-selling data can be returned to the institution from the Wills prepared e.g. requirements for pet insurance, IHT policies, children's saving funds and mortgages.
Financial Intermediaries
White-labelled services, as above, are available for large intermediaries.
Retailers
White-labelled services, as above, are available for large retailers.
Publishers
The service provides opportunities for promotion and revenue share in various high profile publications.
