Estate Planning Consultant Packages
Below you will see the three options for working with BTWC as an Estate Planning Consultant. These options are as an Associate, an Estate Planner (using your own brand) or a Beneficial Adviser (using our brand). Please speak to us to find out which option would be most relevant to your needs and goals.
If you are looking to become an introducer or referral partner to BTWC please see this page - Introducer / Referral Partner
Associate Adviser
Get started with our basic "pay as you go" support and services including members area and community group of advisers.- Business Starter Pack
- Regular Partner Briefings
- Associate Academy Access - Estate Planning Training
- Membership Area with Adviser Resources & Adviser Chat Group Access
- Compliance Training
- Quarterly Updates
- Access to Full Estate Planning Portfolio - Wills, LPA's, Trusts and Probate services.
- Ongoing Technical Support & Guidance
- Class leading document production services.
- Back-Office Admin Support
- PI Insurance of £2m
Estate Planner
Your Estate Planning Business In A Box - Your Brand - Use your own brand, your logo, your domain name and email address but take advantage of our technology, CRM, website, digital assets, support and community.- Everything in Associate Adviser Package plus....
- Mobile App
- Full CRM Software
- 12 Page Own Branded Website (*2 Hours Set Up Included)
- Full Membership Area Access
- Marketing Tools Including Email, Social Media and Text Marketing
- Full Google My Business Integration
- Full Facebook Page Integration
Beneficial Adviser
Your Estate Planning Business In A Box - Our Brand - Use established Beneficial Family Wills branding assets including a beneficialadvisers.com email address, full BFW branded website, CRM software, marketing, sales, support and training.- Everything in Associate Adviser Package plus...
- Mobile App
- Full CRM Software
- 12 Page BFW Branded Website
- Email @beneficialadvisors.com
- Full Membership Area Access
- Marketing Tools Including Email, Social Media and Text Marketing
- Full Google My Business Integration
- Full Facebook Page Integration
- Listing on Adviser Directory on BTWC websites.
Answers to Your Questions
Why become an Estate Planning Consultant?
Adding estate planning services to your existing business, as an IFA, mortgage broker, equity release specialist etc makes alot of sense, as you are providing additional service for your existing clients and revenue streams into your business, with little extra effort.
What support do you provide?
We provide everything you need to set up and run a peofitable Estate Planning Consultancy, from a full portfolio of Will, Lasting Powers of Attorney, Trusts and Probate services to marketing and technical support. You are never on your own.
Can I use your established brand assets?
Yes, many advisers do not want the hassle of setting up an additional brand and are happy to use the assets we have established for our own private client work through Beneficial Family Wills, the "Our Brand" package above offers this.
How can BTWC help you get started?
We have been supporting Estate Planning Consultants since 1999 and take pride in the long term relationships that we have with our advisers. We know what it takes in the early days to get your business established and supply a range of tools to support you in doing just that. Speak to our team about the different packages above and how you can leverage thenm to grow your business revenue.
I want to set up my own Estate Planning brand, can you support me?
Absolutely, if you have an existing or new estate planning business and own a domain name, your own logo and brand assets, then we can help you get started. Our Estate Planner package above is designed to give you everything you need to build a profitable business.
I have been using the will writing services of BTWC Ltd since 2003 to support the financial advice given by 3 advisers to their clients in Bedfordshire. When I first started I thought I would never be able to understand all the different products and services available to suit their client’s individual circumstances but the friendly technical support and ongoing training that BTWC Ltd have offered me over the years has been second to none and because nothing is too much trouble for them it has allowed me to grow in confidence so that I feel that I am fully able to help families preserve their assets for the future.
Let's Work Together!
Want to get started with BTWC - Next steps are to complete a pre-application process and have a call with our Director, Amy Peters.