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Lucrative Turnkey Will Writing & Estate Planning Opportunity For Sale

Nationwide, UK
Asking Price:
£9,950
Sales Revenue:
£250,000
Cash Flow:
£230,000

An opportunity to acquire a superb turnkey lifestyle business offering predominantly Will Writing, Asset Protection Trusts and associated services.

No previous industry experience is necessary as following your purchase, comprehensive training will be provided by me personally to ensure your future success. You will however need to be professional, articulate and confident with people.

Handover training includes you learning how to present my proven sales process which has been designed to maximise the income potential from each of your clients along with all necessary Will Writing training to ensure you have sufficient industry knowledge to enable you (& anyone working for you) to engage with your prospects resulting in you converting at least 30% of them into your clients.

The relationship you will develop with your clients when organising their Wills results in you becoming knowledgeable about their assets and as such, you will be in a prime position to create extra income streams for your business due to you being able to introduce your clients to Independent Financial Advisers, Investment Property and Equity Release Companies who will all pay referral commissions to you.

The current fee’s for our services start at £190 for a basic Will and rise to £1’900 for a couple who need to take advantage of our full suite of products which are; Wills, Discretionary Trusts and Power of Attorney establishment. (Discretionary Trusts protect our clients and their beneficiaries from many potential adverse risks including being forced by local councils to sell their homes to pay for care costs)
Your ability to save your clients significant sums of money makes it an easier decision for them to say yes to becoming your client thus achieving a high prospect to client conversion ratio.

In addition to the fees for the services as detailed above, further income can be earned as detailed below:

• £1’100 per couple - paid to you by introducing your clients to a funeral plan provider.
• £720 per couple - by providing your client with a Life Trust. (which if they have life insurance policies they should set up in conjunction with their Wills)
• £1’000 per director/partner - by providing your client with Business Succession Planning advice if they are involved in any form of business and or commercial entity.
• from £4’000 – by providing your client with a Family Asset Protection Trust which has the power to help them from losing significant sums of money to HMRC in inheritance taxes. (essential if your client is High Net Worth. ie. their asset value is over £1m).
• from £4’000 – by providing your client with an International/Offshore Protection Trust if they own any assets in overseas jurisdictions.
• average £2’000 – by providing your client with Probate/Professional Executor services. (This is the average commission that will be paid to you by the Probate Lawyers who will actually process your clients estate)

To summarise, some clients (a minority) will only want a basic Will for £190 (each).
Your average client will need to spend between £2’000 and £3’000 to ensure they are properly protected.
Some high net worth clients will be worth over £10’000 to you in fee income.
We also currently operate an instalment plan option on order values over £500 whereby clients can pay a 30% deposit and then the balance over 6 equal monthly payments which further enhances the prospect to client conversion ratio.
Onboarding only 2 new clients a week who spend £2’500 each will provide £250’000 a year in fee income with very few overheads. (ie. PII, Phone, Internet Connection, Marketing, and a Will Writing software package as detailed below.)

You might want to work from an office however this is not necessary as all of your client meetings will be either through video conferencing software (ie. Skype/Zoom/WhatsApp etc.) or in your clients own homes thus enabling you to easily work from your home to make your prospecting calls and complete your back office admin etc.
Furthermore you might want to use prestigious central London City address as your own virtual office address (for just £100/year) who will also forward all post to you and or you might want to an 0800 freephone telephone number (for just £120/year) and use the services of a freelance receptionist to answer your inbound telephone calls. (I can introduce you to the company who I use for these services)

Whilst you will naturally learn over time about the technical aspects of the Will writing industry, initially you do not need to have too much knowledge about the services that you will offer to your clients on the basis that you will subscribe to an automated Will Writing computer software package which produces all the documentation required for your clients. (nb. Handover training also includes a 12 hour Estate Planning Foundation course)

Furthermore I recommend that you make use of a telephone support subscription service which enables you to access a team of Specialist Lawyers to answer any technical questions about your clients circumstances.
The most important skillset you need in order to be the owner of a successful Will Writing company is to be professional, articulate and confident with people.
Will Writing is not regulated in the UK however I can introduce you to various associations that you will be able to join as an Industry professional.

Your purchase includes:

• A formal legal trading entity (Limited Company or LLP) benefiting from my already established corporate professional identity/branding & trading name.
(Or, you can set up your own company or conduct your business as a sole trader)
• Business Banking including accept Visa & Master card payments. (subject to your status)
• Established branded dynamic www.website.co.uk (content can be tailored to suit you if required)
• Social Media (Facebook / Twitter) accounts.
• Google Adwords / Yell.com accounts.
• All stationery, sales literature, presentation folders & business documentation in digital format.
• Industry leading automated Will Writing software.
• An A to Z contact list detailing all the suppliers that you will need to deal with in order to operate your business.
• Comprehensive training from me (including a training and operations manuals) initially for 2 intensive days at any UK location to suit you (or via Skype/Zoom etc.) followed up by a specialist 12 hour Will Writing foundation training course with a further 3 month ongoing support period. Training includes all you need to know in order to be able to operate your business, including advertising & marketing, making appointments with your prospects, how to perfectly deliver the sales process along with all the knowledge you need to be able to furnish your clients order. (such as using the automated Will Writing Software & completion of all forms/documentation etc.)
• *Please note that the sale does not include my business book (client base) due to it having its own future revenue value based on our ‘Professional Executor’ status in the Wills previously written. (which is significantly higher than the sale price)

A great standalone business for any professional articulate individual which is also equally suited to being a bolt on company for an established Solicitor or IFA wanting to specialise in the lucrative Will Writing & Estate Planning industry. My business is not a franchise and you are not restricted to a specific territory, so following your purchase you will be able to trade from any location and help clients who are living anywhere in the UK and obviously keep 100% of the revenue/profits you generate.

If you are professional, articulate and confident with people, excellent financial rewards and opportunities could exist for you in this industry.

Please do feel free to ask me any questions.

Property Information

Location:

You are not restricted to a specific territory, so following your purchase you will be able to trade from any location and help clients who are living anywhere in the UK.

Premises Details:

You might want to work from an office however this is not necessary as all of your client meetings will be either through video conferencing software (ie. Skype/Zoom/WhatsApp etc.) or in your clients own homes thus enabling you to easily work from your home to make your prospecting calls and complete your back office admin etc.
Furthermore you might want to use prestigious central London City address as your own virtual office address (for just £100/year) who will also forward all post to you and or you might want to an 0800 freephone telephone number (for just £120/year) and use the services of a freelance receptionist to answer your inbound telephone calls. (I can introduce you to the company who I use for these services)

Business Operation

Expansion Potential:

The business has been operating with me as its sole employee (through personal choice) however it is also ideally suited for you to expand and have a team of Sales Advisors if desired and with over 53 million adults in the UK, if you sold a £190 Will to every one of them, you would have collected over £10 billion in fee income!

Reasons for selling:

This opportunity for you to become the owner of a lucrative Will Writing business is available due other professional commitments that I have, thus leaving me without sufficient time to capitalise on its full earning potential.

Nb. The sale price has been calculated in consideration of the value of the opportunity for you to be able to ‘turn the lights on’ to start trading as a professional Will Writer along with the value of my time which will be made available to you for our initial handover/induction/training days and ongoing three month support period. By being productive with your time and using my successful highly effective sales process to introduce your future prospects to your Will Writing, Estate Planning, Investment & Wealth Protection, Insurance, Equity Release and Probate products and services, you should expect to earn your investment back with the fee income charged to your clients within your first month of trading.

Trading hours:

hours to suit you.

Employees:
1
Years established:
2

Other Information

Support & training:

• Comprehensive training from me (including a training and operations manuals) initially for 2 intensive days at any UK location to suit you (or via Skype/Zoom etc.) followed up by a specialist 12 hour Will Writing foundation training course with a further 3 month ongoing support period. Training includes all you need to know in order to be able to operate your business, including advertising & marketing, making appointments with your prospects, how to perfectly deliver the sales process along with all the knowledge you need to be able to furnish your clients order. (such as using the automated Will Writing Software & completion of all forms/documentation etc.)

Owner financing:
Owner financing is available. Please contact the seller for more information.
Financing available:

Your ready to trade lucrative Will Writing business including comprehensive training & support is being sold for only £9'950.
Or, if required I may be able to self-finance the opportunity for you based on the terms as detailed below:
• Pay £4'950, then 10 monthly payment of £1'000 (subject to your status)

**Nb. I am so confident of your success, that if you don’t convert at least 30% of the prospects you see into clients in your first year of trading, I will refund your £9’950 investment. (subject to your status)

Home based:
This business can be run from home.
Relocatable:
This business can be relocated.

Contact Information

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