Goodwills Legal Services have designed an effective and easy method for IFAs to take Will instructions from their clients. Our simple to use instruction form can accommodate clients with simple estates to those with substantial assets and significant Inheritance Tax liabilities. The form can be used to arrange simple wills or for complex trusts to preserve the estate for future beneficiaries.
We also offer our IFAs with the ability to take instructions electronically through an online form. This can be completed with clients on a PC/laptop or even on a tablet taken to their own homes. Instructions are all provided to the Head Office in real time and for all but the most complex Wills, we are able to turn these around and send drafts out to the clients on the same day.
We provide full training, which means that you will also be able to help clients with a range of more complex Estate Planning needs, whether that be protecting their homes from third party creditors, protecting children against remarriage of a surviving spouse, ensuring that a Trust is in place in case clients pass away leaving bereaved minors or even protecting a client’s business should they lose mental capacity.