Why Every Estate Planner Should Offer an Executor Pack

You're already having the right conversation

When you sit with a client to write their Will, you're already discussing their assets, their family, their wishes. You know more about their financial life than almost anyone. So when you mention that their executor will need all of this information in one place — it makes perfect sense.

An Executor Pack isn't a hard sell. It's a natural extension of the conversation you're already having.

What clients say when you explain it

Most clients have never considered what their executor will actually face. When you explain that their executor will need to:

• Track down every bank account and pension
• Find insurance policy details
• Know who to contact (solicitor, accountant, GP)
• Figure out digital account access
• Guess at funeral preferences

...the response is almost always: "I hadn't thought of that." And when you offer a solution — a single document that captures all of it — the sale makes itself.

It builds trust and professionalism

Offering an Executor Pack positions you as someone who thinks about the full picture — not just the legal documents. Clients see that you care about the practical outcome, not just the paperwork. That builds trust, generates referrals, and differentiates you from competitors who only offer the basics.

Zero fulfilment burden

The best part? You don't have to produce the Executor Pack yourself. We handle all the production, printing, and posting. You collect the information (much of which you already have from the Will instructions) and pass it to us. We do the rest.

Commission on every sale

You earn commission on every Executor Pack you sell. It's genuinely additional revenue for a service that takes minimal extra time and requires no additional qualifications.

Your clients need this

Think about your recent clients. How many of them have their financial information properly organised? How many have told their executor where to find everything? The answer is almost certainly: very few.

That's not a sales opportunity — it's a genuine service gap that you're uniquely positioned to fill.

Start offering Executor Packs today

Contact us to join our partner programme. We'll get you set up, provide you with everything you need, and you can start offering Executor Packs to your very next client.