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MW Estate Planning

Joining MW Estate Planning gives you flexibility in being your own boss, working from home and meeting the needs of your clients.

MW Estate Planning has been established 7 years and we do things differently!

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The UK is suffering from “wills apathy”, with more than 30 million adults failing to make provisions for when they die. As a fully trained and qualified Will Writer you will be able to change that statistic and ensure your clients take control of their Estate and not allow others to decide.

It’s not only about the Will we also look after:

  • Powers of Attorney
  • Funeral Plans
  • Family Trusts
  • Other related services

A Flexibility Opportunity

Our Franchise provides you will full comprehensive and advanced training to the highest Industry standards and ethics. This enables you to deliver all of your client needs with the support of our software and mentoring as one of our Franchise Owners.

Image of Last Will document

There is more – as well as the service provider our Franchise Owner level also enables you to support other Franchise levels and earn an income share from the work of those working directly with you.

As a Franchise Owner you manage the client relationship, provide advice and guidance and complete all documentation.

Perhaps, at the start, you would prefer to join us a Franchise Partner.

You still get fully trained to be an ethical Will Writer able to take client instructions and write the documents.

At this level you get full support from your Franchise owner but don’t take responsibility for others.

At our Associate level we look to you and train you to handle the customer contact and take instructions with your Franchise Owner completing the documentation. This is our entry level Estate Planner opportunity but with a plan to advance you through the stages.

Your Franchise Package

What you receive depends on the level you join at but includes:hand writing on a piece of paper

  • Full and comprehensive training
  • Ongoing Mentoring and support
  • Sales Management and CRM software
  • IT support tools
  • Will writing software where appropriate
  • Initial networking memberships and local advertising
  • Lead generation from Head office

… And much more

The Investment

This is linked to the flexibility of what level you choose to join at and for the next few franchisees we are offering a reduced Licence fees:

  • Associate Franchise fee is only £2,000 plus VAT
  • Franchise Partner fee is £6,000 plus VAT
  • Franchise Owner (with income share from other levels) and exclusive territory £17,500 plus VAT.

Funding support is available.

Who Are We Looking For?

You will not need any experience in Estate Planning we train you in all aspects.

Being a good communicator is essential with a drive and determination to be successful. We support lead generation but networking and developing relationships with key professional introducers is vital.

This can be your new full time business or you may be looking for a secondary income stream or an addition to an existing related business – all options are open and we would welcome a discussion.

Find Out More

We would be delighted to hear from you – enquire below for more details.

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      By clicking the ‘Submit’ button, your details on this form shall be sent to the Franchise/Business Opportunity(s) that you have requested to receive further information from. Your details will never be sold or shared with any other third parties. For further details, please view our Privacy Policy.