The Step By Step Guide To Becoming An Estate Planning Consultant

Are you thinking of becoming an Estate Planning Consultant or adding Estate Planning services to your existing business? We have 25 years experience helping people to do just that and create a profitable estate planning business. We have shared the most important things to think about in an invaluable free guide that you can download below.

What can you expect from this guide?

In this superb in-depth guide, Amy Peters, Director at BTWC and current IPW Will Writer of the Year shares:

  • What is involved in becoming a successful Estate Planning Consultant
  • 6 ways to maximise your profits as an Estate Planner
  • 10 lead generation ideas for your Estate Planning business
  • The critical tools you will need to be successful as an Estate Planner

+ Much, much more to help you get set up and started as quickly as possible and maximise your estate planning service offering whether you are looking to add additional services to your existing business or set up a new Estate Planning business from scratch. YOu can check out our Adviser packages here - BTWC Adviser Packages

Becoming An Estate Planning Consultant

Simply fill in your details below to download your free guide

I've had the pleasure of using the IPW Award Winning Will writing services delivered by Amy for a number of years now, and I can't speak highly enough of the outstanding support and expertise provided by Amy and the team at BTWC.

Imran Rafiq

Financial Planner, Cartier Wealth

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...

Sally Hills

Office Manager, Capitol Manor Financial Advisors Ltd

As a financial adviser who has worked with BTWC for the past 20 years, all I can say is the service provided by Trevor and Amy is unbeatable. When companies expand they have a tendency to lose the personal touch with their clients and advisers (I know as I was unlucky enough to work with one). But this hasn’t happened with BTWC, in fact, it’s quite the reverse.

Keith Jayne

Estate Planning Consultant