HOW TO GET STARTED

In order to support your clients with Probate you need to ensure you have positioned yourself as one of the initial people to be notified about a death. Writing the Will is an obvious start, and for clients who already have a Will, we can provide you with useful marketing materials which highlight clearly, the role of an Executor and Probate Services.

As an example, include our ‘Guidance for Executors’ information with every Life Policy you provide. Possibly the next time anyone will look inside the document is at the time of claim. Access to our free Probate helpline adds real value to your own service, at no cost to you.

Talk to us today and find out more about how our Probate services will extend your product portfolio, grow your business and earn you commission.

0845 126 0891