Trusts Wills Lasting Power of Attorney networking seat

Who refers work to wills and trusts specialists

Most people know they should make a will and put a lasting power of attorney in place, but plenty put it off until a house move, a new baby or a parent’s diagnosis forces the issue. At those moments it’s often another business already working with them that suggests calling a wills and trusts specialist. A FindaBiz group puts you in a room with those businesses at every meeting.

The Trusts Wills Lasting Power of Attorney seat is already taken at FindaBiz Hinckley and FindaBiz Kirby Muxloe. You can see those members below, along with the groups where the seat is still open. If you need someone to write a will or set up a trust, start with the members listed further down.

One wills specialist per group

Each FindaBiz group has one seat per trade. Once the Trusts Wills Lasting Power of Attorney seat is yours, no other will writer or LPA provider can join that group. When a member hears a client mention an out-of-date will or an elderly parent, the referral comes to you.

In this trade that counts for a lot. Clients are telling you about their family, their property and what should happen if they lose capacity. A member who has sat across the table from you week after week can introduce you with confidence, and clients trust a personal introduction from someone they already use far more than an advert.

Trades that pass work to wills and LPA businesses

Several trades in FindaBiz groups regularly meet people just as a will or power of attorney becomes urgent. A Conveyancing Solicitor handling a purchase often works with couples deciding how to own the property, and that’s an obvious point to raise wills and trusts. A Mortgage Adviser arranging a new mortgage, or a Protection Insurance adviser setting up life cover, will often ask whether the client has a will and whether the policy should be written in trust.

A Financial Adviser doing retirement or inheritance tax planning needs a firm they can rely on to draft the documents. An Accountant or Bookkeeper with business-owner clients gets asked about shareholdings and succession. A Care Provider talks to families every week who are trying to manage a relative’s affairs without a lasting power of attorney and wish they had arranged one sooner.

Your clients will need these trades too, so referrals can go both ways.

Finding an open seat near you

The groups listed below with an open seat run from Coventry East and Nuneaton to Lichfield & Tamworth and Sutton Coldfield. Between meetings, members book one to ones so they understand each other’s businesses well enough to spot a lead. For a wills business, that means explaining what an LPA covers, when a trust makes sense and which life events should prompt a client to review their will.

You come along as a guest first, and that first visit is free. To get a feel for FindaBiz before then, join the free online networking every Friday, which is open to anyone with a free account. Pick a group where the seat is open and book your visit.