Wills
Our online process makes it easy for advisers to connect their clients to a dedicated estate planning solicitor.
A legally valid Will ensures client’s assets are passed on according to their wishes. Without one, intestacy rules decide who inherits their estate, which may not reflect their intentions. Our online process makes it easy for advisers to connect their clients to a dedicated estate planning solicitor.
When reviewing a client’s mortgage & protection needs, a simple question like “Do you have a Will?” can open the door.
Points you can highlight:
Many clients wrongly assume their spouse or partner automatically inherits everything.
Cohabiting couples are especially vulnerable – partners receive nothing under intestacy.
Clients with blended families (children from different relationships) risk accidental disinheritance.
Probate becomes slower and more stressful without a Will – something clients don’t want for their loved ones.
This makes estate planning a natural extension of your mortgage & protection advice. By referring clients through our portal, you:
Help them avoid major financial and emotional stress.
Strengthen your role as a trusted adviser.
Earn referral commission with no additional workload.
Mirror Wills
Mirror Wills are ideal for couples who want to leave their estates to each other, and then to chosen beneficiaries. This cost-effective estate planning option is especially popular with married couples and civil partners.
What happens if you die without a Will?
Someone dies without a Will → The estate follows intestacy rules
Decision Points
Making a Will ensures your wishes are respected and your loved ones are provided for.