We provide Estate Planning and Will Writing services.
Seeking the following referrals:
I am seeking Estate Planning and Will Writing leads.
For the following services:
We provide comprehensive estate planning services aimed at ensuring clients' assets are managed and distributed according to their wishes. This includes drafting wills, setting up powers of attorney, Probate services and planning for inheritance tax mitigation. The goal is to offer peace of mind to clients by ensuring that their loved ones are taken care of and that their estate is managed effectively after their passing.
About this service
We are a specialist estate planning company that partners with various professionals, such as financial advisors, mortgage brokers, accountants, and healthcare providers, to offer tailored estate planning services. The company emphasizes the importance of proper estate management to ensure that clients' assets are protected and passed on according to their wishes.
Services Provided:
Estate Planning Reviews: Comprehensive assessments of a client’s current estate planning arrangements, ensuring they align with their wishes and legal requirements.
Will Writing: Drafting legally sound wills that reflect the client’s intentions and protect their beneficiaries.
Powers of Attorney: Setting up lasting powers of attorney to ensure clients’ affairs are managed by trusted individuals if they become incapacitated.
Inheritance Tax Planning: Strategies to minimize the tax burden on beneficiaries, ensuring more of the estate is passed on.
Consultancy Services: Providing advice and guidance on complex estate planning matters, often in collaboration with other professionals like accountants or financial advisors.
Leads Wanted:
We are interested in purchasing leads from individuals and families who require estate planning services. Specifically, they are looking for leads related to:
Individuals experiencing major life events such as buying/selling property, marriage, or retirement.
Business owners needing succession planning and protection for their business assets.
Clients of financial advisors, mortgage brokers, or accountants who may not yet have comprehensive estate planning in place.
Individuals in healthcare settings who might need urgent estate planning due to health concerns.
We are seeking to acquire leads that align with these profiles, particularly those who are actively seeking advice or services related to wills, powers of attorney, and estate management.
