Business Partnership

Show your team you care about their future.

At Officium Legacy, we believe estate planning and inheritance advice should be accessible and easy to understand — not confusing or intimidating.

That’s why we offer a free business partnership scheme for companies that want to support their employees’ financial wellbeing.

What the Partnership Includes .

Through our business partnership, your team receives:

It’s a simple, meaningful way to enhance your wellbeing offering and show your team you care about their future.

Who It’s For.

This partnership is ideal for:

No cost. No obligation. Just added value for your team.

Want to Learn More?

This page covers the basics only.

Explore our blog on business partnerships for more information.
Get in touch to find out how our free business partnership scheme could work for your company

Let’s make financial wellbeing part of your company culture.

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.