All we require is your clients contact details, a convenient time to call them and we ask that they are made aware of our pricing. Commission will be paid to you on completion of each case.
The process is designed to be simple, fast and efficient.
Please Introduce your clients by clicking on ‘Refer a client’ from the menu.
Please select if you want to introduce Estate Planning (Wills, Trusts, LPA’s) or Bereavement/Probate.
Please select if your client would like a Telephone call or a Teams/Zoom meeting and the best time/date for making contact.
AdviserWill will ensure we fully understand the clients goals and objectives to ensure the introduction is handled by the right team member.
The Trust Inheritance engagement team will make contact with the client and book an appointment with an adviser.
A Trust Inheritance adviser will make contact to take the instruction. This should take 45 minutes – 1 hour. The client will pay the fee by card at the end of the call. Introducer or family members can be on the call and this is generally reassuring for the client however, there are strict standards to ensure there is no coercion or influence whilst the instruction is being taken.
The standard turnaround time is up to 1 month for your legal documents to be prepared and finalised. The draft legal documents are generally available 24-48 hours after the instruction is taken. These are available on the client portal and can also be sent by post or email.
One simple contact at AdviserWill to sort out any issues or questions and get you in contact with the right person.
When the draft legal documents are finalised these will be sent in the post with full instructions on signing them.
Please Introduce your clients by clicking on ‘Refer a client’ from the menu.
Please select if you want to introduce Estate Planning (Wills, Trusts, LPA’s) or Bereavement/Probate.
Please select ‘Online’ under ‘Preferred instruction method’.
AdviserWill will send you and your client a welcome email with instructions and a unique link to setup their client portal.
Your client can then select the services they require and work their way through the online workflows. There is plenty of guidance online and we are also here to help.
The standard turnaround time is up to 1 month for your legal documents to be prepared and finalised. The draft legal documents are generally available 24-48 hours after the instruction is taken. These are available on the client portal for the client to approve or make amendments.
One simple contact at AdviserWill to sort out any issues or questions and get you in contact with the right person.
When the draft legal documents are finalised these will be sent in the post with full instructions on signing them.