Wills and Inheritance Tax and Estate Planning

Are you an IFA, Mortgage Broker, Accountant, Solicitor or other professional who regularly meets members of the general public?

We are sure you want to make the most from every client appointment you attend, as well as giving your clients the most complete and professional service possible? We have just three questions for you.

1. Do you always ask your clients if they have a valid up to date Will that achieves what they want to achieve?
2. Do you get paid for making referrals to a professional Will Writer or Estate Planner?
3. If you already have a relationship with a Will Writer do they provide you with qualified leads?

If no was the answer to any of these questions Collective Legal Solutions can help build your business.

Collective Legal Solutions is a specialist Will Writing & Estate Planning Company. We take in excess of 7500 customer instructions each year. In the process of seeing these clients we regularly identify opportunities for other kinds of professional work.

Your services can be complemented by introducing your clients to Collective Legal Solutions; we are not in competition with you in any way. By making just one telephone call to us you will be providing a more complete solution to your clients and thus helping prevent other professionals introducing your clients to your competitors, whilst securing additional profit for your business.

We are prepared to refer our clients to you on a reciprocal basis, where applicable. Our referrals are highly qualified with a direct need identified for a product or products that you offer. Any referral we make to you will come with the personal recommendation of the Estate Planner our client has just trusted to write their Will. You will not get a stronger more qualified source of leads.

We are sure that you will find this offer compelling; however, we only want to work with a very small number of hand selected partners in each geographic area, so act now by calling me on so we can further discuss the opportunity prior to your selection.