Partner With Us
Give your members
estate planning they'll
actually use — without
building it yourself
Banks, employers, and membership organisations partner with us to offer estate planning as a real benefit — fully branded to you, backed by our advisers, at no cost to set up. You focus on your members. We handle everything estate planning.
£0
To join — no setup or licence fee
1
Dedicated account manager, from day one
STEP
Accredited — built for compliance teams
Co-Branded
Your name front and centre, not ours
You Might Be Interested In
Partnerships built around who you are
Banks and credit unions offering estate planning as a member benefit — fully co-branded, at no cost to set up.
Deepen Member Relationships
Give members a reason to consolidate more of their financial life with you, beyond transactional banking.
STEP-Accredited Delivery
Built to satisfy institutional risk and compliance review from day one, not retrofitted after the fact.
Your Brand, Our Infrastructure
Co-branded entirely around you — we operate behind the scenes as the estate planning engine.
A genuinely differentiated employee benefit — most competitors don't offer this at all.
Stand Out in Benefits Packages
Pension and healthcare are standard everywhere. Estate planning almost never is.
No Setup Cost
Add this to your existing benefits platform at no cost — we handle delivery entirely.
Support Retention & Recruitment
A tangible signal of care for employees' long-term wellbeing, not just another perk.
Affinity groups, insurers, Fintechs, and non-profits — a flexible, co-branded fit built around your relationship.
Structured Around You
Member benefit, co-branded product, or referral partnership — whichever fits how you work.
Revenue Share, Not Flat Fees
A genuine share of the value created, not a one-off referral payment that undervalues the relationship.
No Build Required
A new value-add for your base, without building any of the infrastructure yourself.
What You Get
Your members already trust you with their money — estate planning is the next conversation they need to have, and one most institutions don't offer directly.
Wills, trusts, and estate planning integrated into your existing member journey, under your brand, with pricing you control.
A genuine reason for members to consolidate more of their financial life with you, and a new relationship touchpoint beyond transactional banking.
STEP-accredited delivery, built to satisfy institutional risk and compliance review from the outset.
Pension and healthcare benefits are standard. Estate planning almost never is — which makes it a genuinely differentiated benefit rather than one more line item competitors already match.
Discounted or fully subsidised wills and estate planning, positioned alongside your existing benefits package.
A tangible signal of care for employees' long-term wellbeing — genuinely useful for retention and recruitment conversations, not just a nice-sounding perk.
No cost to add this to your existing benefits platform — we handle the delivery entirely.
Affinity groups, life insurance providers, Fintechs, and non-profits all have one thing in common — a member or client base that eventually needs estate planning, and no natural way to offer it today.
A structure built around your specific relationship — member benefit, co-branded product, or referral partnership, whichever fits.
A new value-add without building anything internally, and a revenue share on a service your base was going to need from somewhere regardless.
If you're a registered charity specifically, our Charity Services page covers the free will-writing and legacy-giving partnership model in full.
STEP-accredited, so your risk team doesn't have to take our word for it.
Client confidentiality, ethical delivery, and professional standards aren't add-ons here — they're the baseline every partnership is built on, from the first conversation.
Regular impact reports show exactly how the partnership is performing — uptake, member engagement, and value delivered — with a named account manager to walk through what it means, not a dashboard you're left to interpret alone.
Why the Timing Matters
The estate planning market your members already sit inside.
No setup fee. No obligation. We'll respond within 3 working days.
Let's build it under your
name.
