Why add-on services matter
The most successful will writers and estate planners don't just write Wills. They offer a range of complementary services that increase the value of every client interaction. This isn't about being pushy — it's about providing a complete service that genuinely helps your clients.
Here are the best add-on services to consider in 2026.
1. Executor Pack
An Executor Pack is a comprehensive document that records everything an executor needs to know — bank accounts, insurance policies, contacts, digital accounts, and personal wishes. It sits alongside the Will and makes estate administration dramatically simpler.
Why it works: Every Will client is an Executor Pack prospect. The conversation flows naturally from Will instructions, clients immediately understand the value, and with a partner programme like ours, you earn commission while we handle production.
Revenue potential: High. Easy to sell, easy to fulfil (we do it for you), and clients genuinely need it.
Learn more about our Executor Pack partner programme →
2. Lasting Powers of Attorney
If you're not already offering LPAs alongside Wills, you should be. Most clients don't know they need them, and the conversation pairs naturally with Will writing.
Why it works: Health and financial LPAs are becoming increasingly recognised as essential. Clients who understand them almost always proceed.
Revenue potential: High. Usually a paired sale (Health + Finance), so double the value.
3. Trusts
Property protection trusts, discretionary trusts, and life interest trusts can be positioned as part of a comprehensive estate plan. Not every client needs one, but for those who do, the value is significant.
Why it works: Clients with property or complex family situations often need trusts but don't know it until you explain the options.
Revenue potential: Very high per sale, though conversion rates are lower than simpler products.
4. Secure document storage
Offering to store original Wills and LPAs securely is a simple way to add value. It gives clients peace of mind and creates an ongoing relationship.
Why it works: Low effort, high perceived value. Also creates a touchpoint for future reviews and updates.
Revenue potential: Modest but consistent, especially if offered as an annual service.
5. Estate planning reviews
Encouraging clients to review their estate plan every few years creates a recurring revenue stream. Life changes — marriages, divorces, births, property purchases — all trigger a need for updates.
Why it works: Clients appreciate the proactive approach, and it keeps your practice top of mind for referrals.
Revenue potential: Moderate, but creates long-term client relationships and referral opportunities.
6. Funeral plans
Partnering with a funeral plan provider can add another revenue stream. Clients writing their Will are already thinking about end-of-life planning, making it a natural addition.
Why it works: Natural conversation fit. Clients are already in the mindset of planning ahead.
Revenue potential: Moderate. Usually commission-based through a referral partnership.
The key to success
The best add-on services share three characteristics: they're genuinely useful to the client, easy to explain, and don't require significant additional work from you. Executor Pack ticks all three boxes, which is why we've built our partner programme around making it as easy as possible for estate planners to offer.
Get started with Executor Pack
If you're looking for the easiest, most immediately impactful add-on to start with, Executor Pack is it. We handle all the production — you just have the conversation and earn the commission.