Add Executor Pack to Your Services and Increase Revenue Per Client

Your average client value matters

In estate planning, the number of clients you see is only half the equation. The other half is how much each client is worth. If you're writing a single Will and nothing else, you're leaving money on the table — and missing an opportunity to serve your client properly.

Why Executor Pack is the perfect add-on

Unlike other add-on services that require additional qualifications or complex conversations, an Executor Pack is:

• Easy to explain: "Your Will says who gets what. An Executor Pack tells your executor where everything is."
• Immediately understood: Clients grasp the value within seconds.
• Non-competing: It doesn't replace anything you already offer — it complements everything.
• Professionally produced: We handle all fulfilment, so there's no extra work for you.

How to introduce it to clients

The best time to mention an Executor Pack is during the Will instruction meeting, after you've discussed assets and beneficiaries. At that point, the client is already thinking about their estate, and the conversation flows naturally:

"Now that we've recorded your wishes in the Will, there's something else your executor will need — a practical document that lists all your accounts, contacts, and preferences. It's called an Executor Pack, and it makes their job dramatically easier."

That's it. No hard sell. Just a clear explanation of what it is and why it matters.

The revenue impact

Let's say you see 10 clients a month. If just 5 of them add an Executor Pack, that's 5 additional sales per month — 60 per year. Each one earns you commission with essentially no additional work beyond the conversation.

Scale that up, and Executor Pack becomes a meaningful part of your annual revenue.

What you don't have to do

• You don't produce the Executor Pack — we do
• You don't print or post anything — we do
• You don't need new software or systems
• You don't need additional qualifications
• You don't hold stock or manage inventory

Start adding Executor Pack today

It's straightforward to get started. Contact us, we'll set you up as a partner, and you can begin offering Executor Packs to your very next client.