A partnership that works for everyone
We built the Executor Pack partner programme specifically for estate planners and will writers. The idea is simple: you recommend a genuinely useful product to your clients, and we handle everything else.
How it works
Step 1: You recommend the Executor Pack
During your normal client meeting, you mention the Executor Pack as a companion to their Will. Most clients immediately see the value — their executor will have everything they need in one place.
Step 2: You collect the information
Using our simple template, you gather the additional details needed. Much of this information you'll already have from the Will instructions — bank accounts, property details, contacts, and so on.
Step 3: We produce and deliver
You send us the information, and we take it from there. We professionally produce the Executor Pack, print it, bind it, and post it directly to your client. Your branding, your recommendation — our production.
Step 4: You earn commission
You earn a commission on every Executor Pack sold. No targets, no minimum volumes, no complicated terms. Sell one or sell a hundred — you earn on every single one.
Why estate planners love it
- No additional workload: The production, printing, and posting is all handled by us.
- No upfront costs: There's nothing to buy, stock, or invest in.
- Genuine client value: You're not selling something people don't need. Every executor benefits from an Executor Pack.
- Professional presentation: The finished Executor Pack is a high-quality, branded document that reflects well on your practice.
- Repeat opportunities: Clients should update their Executor Pack whenever circumstances change — new accounts, house moves, etc.
The maths speaks for itself
Even if you only mention the Executor Pack to a fraction of your clients, the commission adds up. It's additional revenue from a conversation you're already having, for a product your clients genuinely need.
Over a year, across all your clients, that commission becomes a meaningful part of your income — with essentially zero extra effort.
Getting started is easy
Get in touch and we'll walk you through the partner programme. There's no complicated onboarding — you can be set up and offering Executor Packs within days.