Business To Business Support
We work with lots of other businesses. It’s been one of the secrets to our success. It’s been the reason why we have lots and lots of lovely clients and part of our strategy to support even more people in making sure they have the correct estate planning documents in place.
How do we do it?
We want to hear from you if you’re a charity, business looking to provide staff and customers with estate planning services or if you are looking to give back to the community. We are sure there are ways that we can help.
Mentoring
If you would like more professional support and to become a better estate planning professional, why not enquire about our mentoring programme. You benefit from 1-2-1 mentoring with our founder Sara (who is a professional estate planner with over 35 years experience). Sara has seen some of the best Wills and some of the worst and is happy to share tips and tricks to help make sure that your clients get the best Wills.
In looking to Sara for guidance you’re getting support from the Regional Chair for Kent (The Society of Will Writers), from someone who sits of the SWW’s Professional Standards Board, and from someone is full TEP – STEP Qualified. What’s more, Sara is on the panel for Love Legal providing document checks clients.
For more information click here.
Back Office Drafting
As with our mentoring service we also offer back office drafting solutions to those businesses that need it. This means everything from single documents on a sporadic basis, or higher volume service contracts. Simply get in touch to discuss your requirements.
Verified Customer Reviews
Couldn't fault Sara. Expert advice (she knows what she's talking about). Very experienced. I chose her because I saw her Google Reviews and checked with the Society of Will Writers who confirmed that she was a member and was on their advisory board. Very affordable. I'm glad my Will is now in place. Will look at LPAs next... Would recommend
Sara was recommended by a family friend who would not use anyone else. We'd been putting off sorting our will for a while but Sara made things very straightforward and easy. I've since recommended Sara to my mum who has used Sara for her will and LPA's. Thank you for all your help with putting these documents in place and giving our family peace of mind for the future.
Very proffesional helpful lady. Very happy to spend time answering questions etc. Sorted my needs and requirements. Highly recommend this company.
Sara is extremely professional and knowledgeable and also very personable and kind. She talked me through the entire process and I am confident and relieved to have everything in place with such an excellent company. Highly recommended.
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