Become a Referral Partner

Partner with Secure Wills to provide your clients with trusted estate planning support, including Wills, Lasting Powers of Attorney and Trusts. We act as an extension of your service, helping you deliver greater value while protecting the relationships you've worked hard to build

Secure Wills referral partner programme
Professional estate planning support for referral partners

Who we work with

- Financial Advisers

- Mortgage Brokers

- Accountants

- Care Homes

- Solicitors

- Equity Advisers

- Insurance Brokers

- Funeral Directors

Secure Wills services for professional advisers

Why partner with us?

Your clients receive:

- Free Home Visits

- Free Estate Planning

Review

- Evening

Appointments

- Clear Advice in Plain

English

- Fixed Fees

- Personal Service

- Ongoing Support

Estate planning support and client education

Educational Support

- Estate Planning

Seminars

- LPA Awareness

Sessions

- Care Home Family

Talks

- Lunch & Learn

Sessions

- Online Webinars

- Marketing materials

and client resources

available

Estate planning seminars and LPA awareness sessions
Secure Wills educational resources for professional partners
Secure Wills referral partner support
Secure Wills referral partner support
Secure Wills referral partner support

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