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 charityEmployers 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 bodyIntroducers
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- Prompts for when a review is worth suggesting: a life event, a house move, a will that is out of date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 introducerPaid 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