How to Grow Your Estate Planning Business with Executor Pack

The challenge every estate planner faces

You've built your practice, you're writing Wills and LPAs, and your clients are happy. But you know that each client interaction could be worth more. The question is: how do you increase revenue without adding significant time or complexity to your process?

What is an Executor Pack?

An Executor Pack is a comprehensive document that records all the important information a client's executor will need — bank accounts, insurance policies, contacts, digital accounts, and personal wishes. It sits alongside the Will and makes estate administration dramatically simpler.

Why it works as an add-on service

Executor Pack is the perfect complement to will writing because:

• Natural fit: Every client who writes a Will should have an Executor Pack. It's the obvious next step.
• Easy conversation: You're already discussing the client's assets and wishes. Mentioning an Executor Pack is seamless.
• Genuine value: Clients immediately understand the benefit when you explain what their executor will face without one.
• No extra expertise needed: You don't need additional qualifications or training.

How the partner programme works

We've made it as simple as possible for estate planners to offer Executor Packs:

1. You recommend: During your normal client meeting, mention the Executor Pack as a companion to their Will.
2. You collect information: Using our simple template, gather the additional details needed for the Executor Pack.
3. We produce it: We take the information, professionally produce the Executor Pack, and handle printing and posting.
4. You earn commission: You earn a commission on every Executor Pack sold — it's additional revenue for work you're largely already doing.

The numbers make sense

If you're writing 100 Wills a year, and even half of those clients add an Executor Pack, that's 50 additional sales with minimal extra work. Over a year, that adds up to a meaningful increase in your revenue — from a service your clients genuinely need.

What your clients get

Your clients get a professionally produced, comprehensive document that ensures their executor has everything they need. It's a tangible, valuable addition to their estate plan that they'll appreciate — and that reinforces why they chose a professional like you.

Get started

If you're interested in offering Executor Packs to your clients, get in touch. We'll walk you through the partner programme and have you set up quickly.