We've chosen to partner with Kinherit for will-writing referrals. All Kinherit’s estate planners’ trains and qualifies with the Society of Trust & Estate Practitioners (STEP), ensuring that your client will always be given the best advice available in an unregulated industry. They’re also accredited by the Institute of Professional Will Writers and hold the Trading Standards Approved Code.

If will writing falls outside your area of expertise or consumer duty means you can't help your client this time but you don't want to turn them away, refer now using the form on the right of this page. 



Why refer with us

Referral Pro simplifies the referrals process, making it easy for you uncover new referral opportunities, expand your offering and help more clients achieve their financial goals. 

Each of our partners is a known industry expert, checked by us before inclusion in this service. Each operates under a contractual ‘no cross / repeat sale’ policy, protecting your business and income streams. And some are rated 'Advisers Choice' by advisers like you to reflect good experiences.