Recommend us with confidence
Working with Kinherit will help you support your clients better. Not only do our Intelligent Wills offer unrivalled protection, but our Kinvault handover platform makes AUM easier to track and hand over to the next generation.
We’re trusted by UK professionals
We’re already working with hundreds of IFAs across the UK on our mission to raise standards within the unregulated Will industry. We’re championing the need for higher quality advice, tighter regulation and the importance of wider planning.
We’re compliant with FCA standards
Our estate planners are all either STEP qualified or affiliated with STEP and actively working towards gaining STEP qualifications. They’re also fully employed, in line with FCA consumer duty guidelines. The majority of Will-writers (including many solicitors) are not STEP qualified or affiliated with STEP, so may not have the required expertise.
We don’t ‘bundle’ probate
Lots of Will-writers secure future fees by writing themselves into a Will as the executor. But this is a clear conflict of interest. We advise appointing personal executors and giving them the power to choose appropriate professional help in the future if they want to.
Our tech helps your clients (and you)
Our Kinvault technology helps both you and your clients keep track of assets and see the bigger picture. It logs what and where their assets are – and who will inherit them. This is helpful in life, but also speeds up probate later on.
We help you help the family (with AUM)
Our bereavement team is there to support your clients’ families at the handover stage. This includes making the right introductions to allow you to explain the AUM and planning on the deceased’s estate.
Complimentary, no-obligation advice*
Our initial consultations are all complimentary. So your clients don’t need to pay unless they decide to go ahead and create their documents. They can take advantage of our specialist advice with no strings attached.
(* advice in the area of Wills&Trusts, and excluding regulated financial, legal or tax advice which is referred back as appropriate)
What your clients get
- ZPeace of mind their Will is done as well as possible
- ZAn actionable online plan for their family to follow
- ZFaster probate for their loved ones
- Z Support for executors and other officers after death
- ZThe feeling they’re in control of all their affairs
What you get
- ZConfidence you’re recommending a quality, FCA compliant service
- ZThe knowledge your clients will be given a ground-breaking approach to Will advice
- ZA dedicated Kinherit specialist to work with your clients
- ZAn asset-tracking platform that can be branded for you
- ZAn opportunity to help the next generation as a trusted family adviser
Want to find out more?
Contact sales@kinherit.co.uk to find out more about the support we can provide, including CPD training sessions, or just to have a chat.