Broker Conveyancing, the broker-focused conveyancing distributor, has today (16th September 2024) announced a wills-focused webinar session for advisers, in conjunction with wills and trust specialist, Kinherit.
Taking place online on the 25th September at 10.30am, the webinar will provide a raft of information and insight into the wills opportunity for advisers, how they can offer this and other legal service to clients, and the benefits to both firm and customer.
Hosted by Broker Conveyancing’s Area Director, Mark Richards and Kinherit’s Head of Partnerships and National Accounts, James Peacock, the webinar will focus on the wills and estate planning partnership between the two businesses, outlining:
An introduction to Kinherit, its services and products.
The opportunity for advisers in these sectors.
How to refer clients, how the relationship will work and the benefits to the adviser/firm.
Advisers can register to attend the webinar at: https://sign.kinherit.co.uk/cpd-private/cpd-welcom/2c0c1cc4-6c87-4c53-a71f-2b592f0aa339
Broker Conveyancing said it was committed to offering a range of additional products and services to its existing adviser user base, including wills and estate planning with Kinherit, plus a range of survey options via its relationship with The Moving Portal.
Broker Conveyancing’s core proposition offers advisers access to a range of conveyancing firms to provide them, and their clients, with access to quality sales and purchase and remortgage conveyancing via its platform.
Advisers can register and start receiving quotes by visiting: www.brokerconveyancing.com
For more information on Kinherit, please visit: www.kinherit.co.uk
Mark Tosetti, Chief Executive Officer of Broker Conveyancing, commented:
“As the number one established brand and platform in the conveyancing market, we are always looking for opportunities to offer our raft of adviser users which can not only provide them with more product strings to add to their bow, but help generate further income and ensure the customer gets a positive outcome across multiple areas.
“This is why we have partnered with Kinherit, a leading supply of wills, trusts and estate planning in their field, and why we are offering this webinar to provide information and support to those advisers and firms who might be looking at this opportunity.
“Research from Canada Life earlier in 2024 suggested over half of adults in the UK do not have a will, and the potential ramifications of this can be serious for the individual and their family and beneficiaries.
“Given our adviser users are already trusted providers of conveyancing advice, it makes sense for them to offer more legal services where appropriate, and to be able to head any potential issues off at the pass, such as a client not having a will, or not having an up to date one.
“To that end, we would urge advisers interested in this part of the market and adding it to their proposition to sign-up for the webinar to see how both Broker Conveyancing and Kinherit can ease them into this sector.”
