How It Works

How It Works

How Our Online Estate Planning Portal Works

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Click Here To Refer

Our platform has been designed for financial advisers who want a quick, reliable way to refer clients for estate planning services.

Register Or Login
Create an account on our secure portal.

Submit an Instruction Form – Provide your client’s details and service request.

Handled by our Solicitor – Holly McKean, a specialist in Wills and LPAs, will personally manage the case.

Track Progress Online
Advisers will receive an email update at each key stage of the process.

Receive Completion Notification
You’ll be notified by email once the service is complete and when to expect referral commission.