From document fulfilment to client acquisition — we provide the support services that let you focus on what you do best.
We print, professionally bind, and post your completed documents directly to clients. No more trips to the post office, no more wasted paper. Just click and send.
You take instructions from clients, then hand the case to us. We draft all documents, handle client queries, and manage the process through to completion. You get paid faster.
We build websites for estate planners that rank locally. When someone searches "will writer near me" or "LPA services [your town]", you want to be the one they find.
Struggling to get clients? We share the strategies that actually work in estate planning — from referral partnerships to local marketing campaigns that bring qualified leads.
We analyse your entire estate planning business and identify exactly what's holding you back. Then we help you fix it. Pricing, processes, positioning, capacity — we look at everything.
Think of us as a business coach who actually understands the estate planning industry. Not generic advice — specific, actionable strategies that work.
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A professionally produced document pack that gives your client's executor everything they need — bank accounts, insurance details, contacts, digital accounts, and personal wishes — all in one place.
Offer it as an add-on to every Will you write. We handle production and fulfilment — you earn commission on every sale.
Learn moreGive us a call and we'll have an honest conversation about what would actually help your business.
Call 0333 049 5033