Welcome to Willsource.co.uk estate planning

At Willsource.co.uk we are dedicated to providing your clients with an estate planning service tailored to their needs. Our experienced team of professionals will guide your clients through the process and ensure they have the best package of products, enhancing your brand and providing an additional source of revenue.

Services

Client wills and probate.

Ensure your clients wishes are respected upon their passing. We are notified upon execution of the Will and can inform you of the clients changed circumstances so support can be offered to the family to manage their affairs going forward.

Trusts and LPAs

Give your clients the option to protect their assets in a trust and to control who may take charge of their affairs in the event they are no longer able.

Re-engage your clients

We can contact your client base letting them know that the estates planning service is available. Naturally any additional work generated for your business will be fed back to you. A low cost way of reconnecting with clients after the disruption caused by the pandemic.

Contact us

Frequently Asked Questions

Who will own the clients

You will retain ownership of your clients, we will only offer estate planning services to them.

How will you provide the service

Initial contact will be over the phone with a meeting face to face or at our local office. 

Why do you need to meet our clients

A Will is not a regular purchase so clients need a high level of support. In addition estate planning is highly personal process for clients. It can require privacy from family member and partners.
An in person meeting outside the clients home allows this.

Why should we use you?

We have decades of estate planning experience and are already trusted to deal with these sensitive matters by mortgage brokers and IFAs across the country. We understand the importance of enhancing the value of their pre-existing relationship with you. Our relationship with Solicitors allows us to provide these services at scale.

Willsource.co.uk helps our business provide Estate Planning services to our clients. They are knowledgable, responsive and professional. I highly recommend their services”

 

About us

Willsource.co.uk is a trusted Estate Planning company based in Swansea, UK. With years of experience in the industry and our relationships with IFAs and Solicitors we have built a reputation for providing reliable and personalised Estate Planning solutions. Our team of experts understands the sensitivities of this work and is committed to helping clients and businesses protect what matters most. Trust Willsource.co.uk  to provide you with the right solutions tailored to your clients unique needs. Willsource.co.uk is a trading name of Network Wills Ltd.