Become an Introducer
Partner with a trusted estate planning firm.
The Officium Legacy Introducer Programme allows professionals to offer estate planning solutions to their clients with confidence.
We work with accountants, solicitors, IFAs, mortgage advisers, and property professionals across the UK.
How the introducer programme works.
Introducers refer clients to Officium Legacy for estate planning services. We handle the advice and delivery, keeping you informed throughout the process.
This allows you to add value to your client offering without additional workload.
Fill Out The Form to Get Started
Are you a Mortgage Broker, Financial Advisor, Accountant, or other professional, working with clients who require Will Writing, Trust Creation and other Estate Planning services? — Do you regularly get asked about Estate Planning and Wills without knowing where to guide them?
Officium Legacy can help your clients in return for a commission. Fill in our Introducer Form today.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.