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What our customers say
‘ We love our toolkit ! We send something out in one form or another every day to our clients ’ Robert Shaw & Co
‘ I ’ ve been well impressed with the quality of explainer leaflets and reaction to the video . It was a very easy way of getting my marketing up to date .’ MW Legal Services
‘ I have found the toolkit ideal for providing my clients information about the services I provide ’ Evanson Wills and Estate Planning
Who is it for
New Will Writers . Answer client questions with confidence with a suite of ready-to-go resources that will help you build trust and communicate effectively .
Established Will Writers . Refresh your marketing materials and save time and money creating these .
Financial Advisers / Accountants . If you provide Will and Estate Planning services , use the Estate Planner ’ s Toolkit to communicate the benefits to your clients without the time and design costs .
Q & A
OFF
Don ’ t miss out on our special offer for conference delegates ! 10 % off until 13.10.21 . Discount code in your conference pack or visit our stand to place your order .
Is it a one-off cost ? Yes . The items listed will be yours to keep .
What happens if there are tax or legal changes ? The law around wills and trusts tends to evolve slowly but as with any equipment , it is important to keep your toolkit up-to-date . We will notify customers if we need to revise our materials ( most likely the tax overviews ) and offer a returning customer discount on these items .
What ’ s inside the toolkit ?
Choose from the Core , Pro or Premier Toolkit .
Core toolkit £ 375.00
Our Core package includes the following A4 explainer leaflets ( PDF ) that will be customised with your contact details and logo by our design team .
• Five Good Reasons to Make a Will
• Choosing Guardians
• Lasting Power of Attorney
• Checklist : How to review your will
Pro toolkit £ 650.00
Our Pro package includes the Core content and the following A4 double-sided Trust explainer leaflets that will be customised with your contact details and logo by our design team .
• Five Good Reasons to Make a Will
• Choosing Guardians
• Lasting Power of Attorney
• Checklist : How to review your will
• Protective Property Trust
• Vulnerable Person ’ s Trust
• Discretionary Trust
• Flexible Life Interest Trust
Premier toolkit £ 1,250.00
Our Premier package includes the Core and Pro content plus our Protective Property Trust explainer video . Our content will be customised with your contact details and logo by our design team .
• Five Good Reasons to Make a Will
• Choosing Guardians
• Lasting Power of Attorney
• Checklist : How to review your will
• Protective Property Trust
• Vulnerable Person ’ s Trust
• Discretionary Trust
• Flexible Life Interest Trust
• Tax overview of Protective Property Trust
• Tax overview of Discretionary Trust
• Tax overview of Vulnerable Persons Trust
• Protective Property Trust explainer video
Additional bundles Business Owners , Probate and more available .
www . estateplannerstoolkit . co . uk EMAIL hello @ estateplannerstoolkit . co . uk CALL 0115 8461446