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Partner with Squiggle

Free wills for the people you look after

Squiggle Consult is a Kent-based estate planning firm and certified B Corp. We team up with charities, employers, membership bodies and professional advisers so the people they care about can get a professionally written will and plain-English advice. For most partners it costs nothing at all.

Signing up takes about five minutes. Your partner account is live straight away.

Certified B Corp
Measured on people and community, not just profit
Founded in Kent, 2017
A team of around 30, working across the country
Fixed fees, published
Agreed before any work starts, no surprises
Home, office or Zoom
Whatever suits the person we are meeting

Who we work with

Four kinds of partnership, each with its own short agreement. Pick the one that fits and you can read the full terms on screen before you sign anything.

Charities

Registered charities and hospices

Free wills for your supporters and staff, and for their spouse or partner. A gentle, values-led way to open the legacy conversation, with no obligation on anyone to leave a gift.

  • Free standard wills for your supporters and staff, and for their spouse or partner
  • Help with legacy campaigns, supporter talks and newsletter pieces
  • Wording that introduces legacy giving without any pressure

No joining fee and no ongoing cost.

Sign up as a charity

Employers and membership bodies

Employers, membership bodies and professional groups

Free standard wills and estate-planning advice as a staff or member benefit. Something people value that costs your organisation nothing to offer.

  • Free standard wills for your staff or members
  • Lunch-and-learns and wellbeing sessions on wills, powers of attorney and inheritance
  • Co-branded explainers so the benefit feels part of your organisation

No joining fee and no ongoing cost.

Sign up as an employer or membership body

Introducers

Financial advisers, accountants, solicitors, care providers and others

You refer clients when estate planning comes up and would rather they were simply looked after. No fee either way, just a trusted introduction.

  • A simple referral process that fits how you already work
  • Plain-English explainers to share with clients
  • Prompts for when a review is worth suggesting: a life event, a house move, a will that is out of date

No fee in either direction.

Sign up as an introducer

Paid introducers

Financial advisers, accountants, solicitors and other professionals who refer clients and receive a referral fee

You refer clients to us and receive a referral fee on completed instructions. You do not need to be regulated to take part; if you are, you follow your own regulator's rules on referral fees.

  • A referral fee of 20% of the net fees for each referred client's first instruction, paid once their matter has completed
  • A simple referral process and plain-English explainers for your clients
  • Fees are paid in arrears, and nothing is payable on cancelled or refunded matters

No joining fee. If your regulator has rules on referral fees or telling clients about them, you follow those.

Sign up as a paid introducer

How it works

  1. Step 1: Choose the partnership that fits

    Charity, employer or membership body, introducer, or paid introducer. Each has a short standard agreement, written in plain English, that you read on screen before you sign.

  2. Step 2: Sign up in about five minutes

    Fill in your details and type your name to sign. Your partner account and your own partner portal are live straight away, with a signed copy of the agreement to download.

  3. Step 3: Hear from a person

    A member of the team gets in touch to say hello and agree how you would like to work together. That might be a talk for your supporters or staff, a piece for your newsletter, or a referral process that fits how you already work.

  4. Step 4: Introduce people when the moment is right

    Every person you send gets a free consultation, plain-English advice and fixed fees. You can see and update your details in your portal at any time.

What the people you introduce can expect

Death is not something most of us want to talk about, and why would we? Our job is to make the conversation calm and clear, so that the people you send to us come away feeling looked after.

  • A free consultation, at home, at our office near Ashford, or on Zoom.
  • Plain English throughout. We cut out the legal jargon and explain anything technical as we go.
  • Fixed fees, agreed before any work starts. Free standard wills through our partnerships, and a basic will from £200 beyond that.
  • Wills, trusts, lasting powers of attorney and probate, all from one team.
  • No pressure. If someone decides not to go ahead, that is fine.

About Squiggle

Kieran Osborne founded Squiggle Consult in 2017 to take a subject people avoid and make it feel calm, clear and human. The team is now around 30 people, working from Evegate near Ashford and across the country by video. We are a certified B Corp, which means we are measured on how we treat people and community as well as on profit.

Estate planning is an unregulated sector in the UK, so we hold ourselves to the standards of the regulated professions instead: transparent fixed fees, clear written advice and a client-first process. We are estate planning consultants. We are not solicitors and we are not regulated by the Financial Conduct Authority.

More about us at squiggleconsult.co.uk

Rather than pushing products onto people, we like to meet them and understand what they need.

How we work, in one line

Ready to give your people something that lasts?

Five minutes to sign up. A person, not an autoresponder, in touch afterwards.

Questions partners ask

Does it cost my organisation anything?

For charities, employers, membership bodies and unpaid introducers, no. There is no joining fee and no ongoing charge. The free wills are free to the individual too.

What counts as a free standard will?

A single or mirror will covering straightforward wishes. Where someone’s estate is more complex, we quote separately on our fixed-fee basis, and they are free to decide.

We are a charity. Do our supporters have to leave us a gift?

No. The free will is offered in connection with your legacy-giving aims, and a supporter may choose to include a gift to you if they wish. There is no obligation, and neither you nor we will suggest otherwise.

Is there any obligation on the people we introduce?

None. An introduction is just that. Each person remains free to choose their own adviser, and we are responsible for the advice we give.

How does the referral fee work for paid introducers?

The standard agreement pays 20% of the net fees for each referred client’s first instruction within 12 months of the referral, once the matter has completed and been paid for. Nothing is payable on cancelled or refunded matters. You do not need to be regulated to be a paid introducer; if you are, you follow whatever your regulator requires about referral fees.

What about data protection?

Each of us is an independent controller of the personal data we hold. You only share someone’s contact details with us when they know and have agreed, and we use those details only for the introduction.

Can we end the partnership?

Yes. Either side can end it on 30 days’ written notice. Any referral fees already earned on completed matters are still paid.

We are already a partner. Where do we go?

Your partner portal link is in the email we sent when you signed. If it has expired, email hello@squiggleconsult.co.uk and we will send a fresh one.

This page is general information for England and Wales, not legal or financial advice, and the rules can change. Anyone we meet gets advice on their own circumstances.

Rather talk it through first?

Happy to. Tell us a little about your organisation and who you would like to help, and we will come back to you. No pressure, just a friendly chat.

Visit
11 Park Barn, Station Road, Evegate Business Park, Ashford, Kent, TN25 6SX