Trust Wills & Probate Ltd T/A Willpack © Company Number 06540022

The Will Drafting Service for the Professional...

From current estimates it is more than likely that the majority of your clients do not have a valid Will - despite your past advice that they should!

Customer Service is our number one priority at WillPack. Once you join us we provide full technical support.

We can also introduce products such as document storage and funeral plans  

WillPack™ welcomes enquiries from financial advisers and mortgage brokers who are interested in offering a full estate planning service to their clients.

WillPack™ does not work in the open market;

WillPack™ does not offer any financial services so you are guaranteed no cross selling; and

WillPack™ will never contact your client unless you request us

Do you view offering a Will directly to your clients as ‘too much work for too little return’?

If your view is yes look again. WillPack™ has been providing Wills, Powers of Attorney and associated documents exclusively to the financial services sector for nearly twenty years.

We know from our long association working with financial advisers that clients are more likely to be more open about their financial and personal affairs

when dealing with their Wills that when discussing life assurance.

Providing your clients directly with their documents will mean you stay in control of their overall estate planning needs.

Each Will brings the opportunity for more free referrals, additional products and services including probate and a client for life.