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Partner referral

Whether you are helping your clients purchase property, review their pension or set up insurances, it is always important to ask if they have an up to date Will. Without a Will their families may be left to face many legal complications, delays and additional costs. By adding a Will writing service to your range of products you can help your clients protect their assets and safeguard their family’s inheritance.

Why become a referral partner with WSL?

Preferential rates

Being referred to WSL your clients will receive preferential rates on the cost of our home visit service: £175 instead of £215 for a mirror or joint Will, or £135 instead of £160 for a single Will.

Additional revenue stream

WSL offers commission for each new referral
that goes on to complete an appointment. By making regular referrals you have the opportunity to build a steady and consistent revenue stream.

Hassle free process

There are no extra forms for you or your clients to complete. With their permission all we need is a contact name and a telephone number and we will take care of the rest.

Why choose WSL?

We appreciate that when it comes to choosing a Will writing provider you may be faced with many different options. DIY packs may offer your clients a cheaper alternative than a solicitor, but the forms they are faced with offer little flexibility and almost no help or guidance. Solicitors can deliver more help and advice but often in intimidating surroundings, at inconvenient times and at inflated prices.

At WSL we bridge the gap between solicitors and DIY packs, providing easy to understand information and value for money, face to face, in a relaxed setting.

Home visit appointments

Our specialist Legal Consultants will explain everything in plain English. No complex legal jargon – just simple to follow professional advice with all the advantages and comfort of a home visit, available seven days a week. Your clients will have full control over how their assets will be distributed and peace of mind that their loved ones are protected.

As a member of the Society of Willwriters, we are also committed to the highest levels of service and care. With 25 years’ experience and Professional Indemnity Insurance protecting all of our Wills you can be assured your clients are in the safest hands.

Request partner referral brochure

What your clients can expect

1
Provide details

Once you have registered your client's details, one of our team will call them to help arrange a home visit appointment with a professional Legal Consultant.

2
Home visit appointment

The consultant will advise them on the powers of Executors, guardians and trustees, and inheritance tax. Depending on the client’s wishes and circumstances, the consultant may recommend other services as: Trusts, Lasting Powers of Attorney documents or secure storage.

3
Documents posted back

The Will is drafted by our legal department and sent for approval. We’ll also provide clear guidelines on signing and witnessing.

Referring a client to WSL couldn't be easier

Register

Your company will be registered as a WSL referral partner once the agreement has been signed.

Refer

We will create your own webpage for you to easily refer your clients.

Receive

You’ll receive commission for each client that goes on to have a Will writing appointment.

Helping people across England & Wales

We offer home visit, video and telephone appointments across the whole of England and Wales. Hover over the map below to see what options are available in each area.