MW Estate Planning

MW Estate Planning believe that franchising is the best model to provide quality ethical and professional Estate Planning services to everyone the UK.

MW Estate Planning was setup by Matthew Wildeman in 2015, to provide a professional and ethical service to clients and their families.

Matthew has worked as an Estate Planner for over 9 years and is a STEP qualified Advance Will Writer. Initially he was the Senior Estate Planner for a large national financial services company. 

In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.

MW Estate Planning adheres to The Society of Will Writers strict Code of Practice, which governs ethical client interactions and includes mandatory PI cover and a certain number of hours CPD per month.

MW Estate Planning specialise in:

  • Wills
  • Powers of Attorney
  • Funeral Plans
  • Family Trusts
  • Plus other related services

From day one onwards MW Estate Planning will help you to develop your business. The strength and success of your business is a key factor in our growth. Growth and success of the business is essential as we only succeed when you succeed.

Option 1  - Franchise Owner

As a Franchise Owner you will have exclusive rights to a specific post code area. All Franchise Owners will be ethical and fully qualified Will Writers, overseeing the entire process. 

From the initial visit to your clients, you will be giving advice, writing the documents and then returning to ensure everything is signed correctly. You will then keep in touch with the clients regularly, giving an all-round trustworthy and professional service.

As well as your own personal clients you will develop a team of Franchise Partners and Associates working directly under you.

Key Features of the Franchise Owner Package are...

  • 85% commission
  • Exclusive post code area
  • Lead generation included for 6 months
  • 1 year’s local advertising
  • Full Society of Will Writers Training

and much much more!

Option 2 - Franchise Partner

MWEP will train you to be an ethical Society of Will Writers Estate Planner and Will Writer, working directly under a Franchise Owner.

Key Features of the Franchise Partner Package are...

  • 70% commission
  • Society of Will Writers Training
  • SWW membership
  • 3 months local advertising
  • Optional discounted company leads at additional cost
  • Industry leading Will writing software
  • 1 year’s membership to networking group

Option 3 - Franchise Associate

MWEP will train you to be an ethical qualified Estate Planner working under a fully qualified Franchise Owner, allowing you to have a flexible yet profitable Estate Planning business.

Key Features of the Franchise Associate Package are...

  • 60% commission
  • Mentoring by STEP qualified Will Writer
  • Working & Supported by Franchise Owner
  • MW Estate Planning Training by STEP qualified Will Writer
  • SWW membership
  • Sales Management System
  • Marketing Management system

If you think you would be perfect for an MW Planning Estates Franchise then we would love to hear from you.

Complete the enquiry form below and we will send you more information along with a free and comprehensive franchise prospectus.

Does This Sound Of Interest?

If so, to receive further FREE, no obligation information on the 'MW Estate Planning' Franchise Opportunity, simply click the 'Enquire Now' button below to register your details.

✔ Enquire Now