How to Grow Your Estate Planning Business with Life 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 a Life Pack?

A Life 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

Life Pack is the perfect complement to will writing because:

• Natural fit: Every client who writes a Will should have a Life Pack. It's the obvious next step.
• Easy conversation: You're already discussing the client's assets and wishes. Mentioning a Life 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 Life Packs:

1. You recommend: During your normal client meeting, mention the Life Pack as a companion to their Will.
2. You collect information: Using our simple template, gather the additional details needed for the Life Pack.
3. We produce it: We take the information, professionally produce the Life Pack, and handle printing and posting.
4. You earn commission: You earn a commission on every Life 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 a Life 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 Life Packs to your clients, get in touch. We'll walk you through the partner programme and have you set up quickly.