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Associate Marketing Pack

The Associate Marketing Pack now includes our FREE WILLS OFFER. We will supply your first set of standard mirror Wills free of charge - typical client fees would be £125. Effectively this is a NO COST option - your Free Wills* cover setup costs and make you an immediate profit!

As an Associate Consultant you simply record client instructions in the software. The order file is emailed with a single button click directly from the program. Our central processing service produces the final documents - often within 24 hours. Completed orders can be sent to you or posted straight to your clients

Flexible earning options mean that you can choose to pay for processing by
fixed fees** or if your clients wish to pay by credit card we will pay you up to
70% commission*** directly to your bank account each week.

Easy to Use Software - click this link to have a look at the Help System for the
Associate Consultant program.

The associate marketing pack costs £79.50 inclusive of VAT and delivery by first class post. Call us now on 01938 570428 or go to the order form.

 

Terms & Conditions

* FREE WILLS can be claimed within 30 days of purchasing the Associate Marketing Pack. Offer applies to standard mirrored Wills only and does not include options for IHT Trusts, Life Interest Trusts or ancillary documents and services like Enduring Power of Attorney, Severance of Tenancy, Advance Medical Directives, etc.

 

** FIXED FEES are the cost to you for processing documents. You may charge clients whatever total fees are considered appropriate. Our fixed fee charges are:

Single Will £29.50 Mirror Wills £45.00
General Power of Attorney £23.50 Advance Decision £23.50
Severance of Joint Tenancy £42.25 Lifetime Property Trust £60.00
Protective Will Property Trust £92.00 Discretionary Trust P.O.A.
All other services by prior arrangement

 

*** COMMISSION PAYMENTS are made when the whole of the clients' fees are paid via our processing company Legacy Partners Ltd. Commission earned is paid weekly and directly to the associate consultant's bank account. Commission can only be paid on the NET value of fees paid after VAT has been deducted. Commission is paid on a sliding scale to encourage full estate planning and larger order values.

Total Client Fee
NET value for calculation
Commission Paid
Over £293.75
£250
70%
Up to £292.58
£249
65%
Up to £233.83
£199
60%
Up to £175.08
£149
55%
Up to £116.33
£99
50%
Up to £57.56
£49
40%

 

 

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