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Tools You Need To Become An Estate Planner

What are the tools you need to become an Estate planner now you’ve decided to provide Estate Planning services to your clients? It may feel dificult to know where to start and in this blog we explore the core elements you need in place to set your course and deliver effective and appropriate solutions to your clients.


The first solid foundation you need to establish is your knowledge. Your clients will be trusting you with some of their most important documents to plan the future security of themselves and their families. We can provide you with the foundational knowledge you’ll need via the BTWC Associate Academy training sessions. Here you’ll understand the fundamental elements of Wills, Trusts and Lasting Powers of Attorney. You can then build on this training further with professional bodies such as the Institute of Professional Willwriters (IPW) to additionally demonstrate your competence and commitment to effective estate planning.

Communication and Marketing Tools

The next step is to let people know you are providing Estate Planning services. Having the right communication and marketing tools at your fingertips are essential to set yourself apart combined with the right CRM and email marketing strategy. You need clients to find you, but you also need them to connect and engage with you in a way that builds trust and reflects your integrity.

Professional Indemnity Insurance

Another big one is professional indemnity insurance. In upholding client the client charters of our respective professional bodies, we are required to maintain professional indemnity insurance up to £2million per document for ourselves and our advisers. This gives the client reassurance that in the unlikely event of any issues, there are the correct professional mechanisms in place that protect all parties. Happily, in 25 years we’ve never had cause to rely on our PI insurance and certainly aim to maintain that record moving forward.

Professional Drafting and Back-Office Support

And finally, your support team. Your business is always going to be successful if you have the right people in place that you can rely upon. As your back office drafting experts, once you have taken instructions from your clients you can rely upon our accurate document production service to ensure your clients have the correct legally binding wills and documentation in place.

Want to chat more about your next steps in providing Estate Planning Services? Give us a call on 01522 500823 or email enquiries@btwc.co.uk

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