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16 years ago
Saturday, July 08, 2006
Friday, July 07, 2006
Probate Opportunity for IFAs
Probate Earning Opportunities for IFAs.
Year after year you provide individual one-to-one financial advice for your clients and their families helping them invest for the future and prepare for the unexpected. And then, although thankfully not very often, the unexpected happens, one of your clients’ passes away. Sometimes it happens after a long illness but often it comes completely out of the blue.
So, what happens next? And how can you, as their IFA, help your client’s family now?
Sorting out the affairs of someone who has passed away is not an easy job. Dealing with the Probate on someone’s estate can be complex, tedious, time consuming, stressful and frequently very expensive, often going on for months on end.
It’s not surprising therefore that most people give this work to a local solicitor. Although don’t we always regret it when we see the solicitors final bill?
Everyone agrees that banks and solicitors charge far too much for probate work. Now, Will Drafters Ltd aim to change all that.
Most solicitors will not give a fixed fee quote. Often they quote a percentage of the estate, plus an hourly rate, plus disbursements, and finally, plus VAT!
However, Will Drafters don’t ask clients to sign a blank cheque. They offer a fully inclusive fixed fee service with no hidden extras, no last minute surprises and nothing more to pay – guaranteed.
Will Drafters will beat any other written quote - guaranteed!
The client can choose how much of the work they want Will Drafters to do. House clearance and/or sale can also be included and the client can even choose whether the estate monies are paid into their account or into Will Drafters clients’ account.
For any introductions you give Will Drafters which lead to the successful sale of their probate service they will pay you, on completion, a commission of 15% plus a quarterly bonus (subject to volume).
Will Drafters fee income on each probate case can vary from £500 to £10,000 - with most being £2,000 to £5,000. Therefore, your total earnings could average, say, £300 to £750 per case. Not a bad sum of money for a simple introduction.
Will Drafters also pay commission for Will introductions. To find out more visit www.willdrafters.com
Year after year you provide individual one-to-one financial advice for your clients and their families helping them invest for the future and prepare for the unexpected. And then, although thankfully not very often, the unexpected happens, one of your clients’ passes away. Sometimes it happens after a long illness but often it comes completely out of the blue.
So, what happens next? And how can you, as their IFA, help your client’s family now?
Sorting out the affairs of someone who has passed away is not an easy job. Dealing with the Probate on someone’s estate can be complex, tedious, time consuming, stressful and frequently very expensive, often going on for months on end.
It’s not surprising therefore that most people give this work to a local solicitor. Although don’t we always regret it when we see the solicitors final bill?
Everyone agrees that banks and solicitors charge far too much for probate work. Now, Will Drafters Ltd aim to change all that.
Most solicitors will not give a fixed fee quote. Often they quote a percentage of the estate, plus an hourly rate, plus disbursements, and finally, plus VAT!
However, Will Drafters don’t ask clients to sign a blank cheque. They offer a fully inclusive fixed fee service with no hidden extras, no last minute surprises and nothing more to pay – guaranteed.
Will Drafters will beat any other written quote - guaranteed!
The client can choose how much of the work they want Will Drafters to do. House clearance and/or sale can also be included and the client can even choose whether the estate monies are paid into their account or into Will Drafters clients’ account.
For any introductions you give Will Drafters which lead to the successful sale of their probate service they will pay you, on completion, a commission of 15% plus a quarterly bonus (subject to volume).
Will Drafters fee income on each probate case can vary from £500 to £10,000 - with most being £2,000 to £5,000. Therefore, your total earnings could average, say, £300 to £750 per case. Not a bad sum of money for a simple introduction.
Will Drafters also pay commission for Will introductions. To find out more visit www.willdrafters.com
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