Heir Tight Wills provide services to many other business professionals who understand the complex needs of their clients are not being met in the general legal marketplace.
Our Introducers include financial advisors, accountants, and even solicitors who don’t provide Wills or don’t deal with the more complex situations.
The quality advice your clients deserve
All our Introducers have one thing in common; their clients are also used to taking – and appreciate receiving – quality advice from specialists in their field (particularly when those specialists don’t charge for every phone call and email!)
When your clients have complex personal or business situations, they need a comprehensive and expert Will writing and estate planning service. Heir Tight Wills are ideally suited to fulfil that role.
In addition to our own expertise in Wills and estate planning, we’ve formed partnerships with many fellow professionals to add further value to our clients. After all, if you recommend someone needs a specialist service you don’t provide, you owe it to them to recommend someone who does.
Our professional partners include commercial, property, Trust, family and Spanish solicitors, probate specialists, contentions Will, property and inheritance dispute specialists, tax specialists and accountants, financial advisors, and many other professional service providers.
Our aim is simply to enhance our (and your!) clients’ experience, by facilitating their engagement with specialised services they have no idea how to access – once they realise they need them!
STEP Qualified SWW Member
Rachael is a fully insured member of the SWW (Society of Will Writers) and in 2012 attained the Diploma level ‘Advanced Certificate in Will Preparation & Drafting’ through STEP (the Society of Trust and Estate Practitioners) – which was just the start of her advanced learning process.
This, in combination with her background in the ‘due diligence’ process of corporate finance deals and her years of practical experience, means she has a wealth of expertise in more complex cases. She has used this expertise in dealing with the varied needs of many personal and business clients for whom she has provided Wills and estate planning provisions for nearly two decades.
Why partner with Heir Tight Wills?
We’ll ensure your most important clients get the high-quality specialist service they expect – it’s as simple as that!
In addition, our partner services ensure your clients get a full-service provision of the best specialists in their field, to cover a vast number of areas you also don’t cover. This will also give you the opportunity to expand your service offering through our carefully chosen partners, and – most importantly – be seen as an excellent ‘trusted advisor’ by your clients!
7 Steps to Creating an Heir-Tight Will
Read more about Rachael, what she does and how she does it, in her published book “7 steps to creating an Heir-Tight Will”.
In her book, Rachael explains the key lessons she has learnt from years of experience advising a huge array of clients, both personal and business.
You’ll also gain valuable insights into the world of complex Will writing, helping you better identify and understand when your clients need Rachael’s specialist support.
Try before you buy – download a free excerpt from the book.
Working together to serve your clients
To find out more, contact Rachael – it might just be the best thing you can do for your clients today!
Email info@heir-tight-wills.co.uk or call 07902 433 775.
