Full-Service Drafting

You sell, we handle the rest

Take instructions from your clients and hand the case to us. We draft all documents, manage client communication, and get you paid faster. Focus on what you're best at — building relationships.

48hr
Turnaround
98%
First-time approval
Estate planner with client
What We Handle

Everything after you take instructions

Document Drafting

Wills, LPAs, Trusts, Letters of Wishes — all drafted by our experienced team. Legally sound, professionally formatted.

Client Communication

We handle queries, chase signatures, answer questions. Clients dealt with professionally under your brand.

Delivery & Completion

Documents printed, bound, and posted to clients. OPG submissions handled. Everything tracked through to completion.

How It Works

Simple process, professional results

1

You Take Instructions

Meet your client, gather their requirements, build the relationship. This is where your expertise and local presence matters most.

2

Pass the Case to Us

Send us the instruction form. We take over from here — drafting, client queries, amendments, everything.

3

We Draft & Communicate

Documents drafted within 48 hours. We contact your client (as you) to arrange signing. Questions answered, amendments made.

4

Case Completed, You Get Paid

Documents signed, submitted (if applicable), and delivered. Case closed. You invoice your client and keep the profit.

Who It's For

Perfect for estate planners who want to scale

Sales-Focused Planners

You're great at building relationships and winning clients, but drafting bogs you down. Let us handle the paperwork while you do more consultations.

Growing Practices

Hit capacity but not ready to hire? Full-service drafting lets you take on more clients without growing your team.

Part-Time Planners

Running estate planning alongside another job or commitment? We handle the time-consuming work so you can focus on clients in the hours you have.

Want to serve more clients without more hours?

Let's talk about how full-service drafting could work for your business.

Call 0333 049 5033