Hi everyone,
Many financial advisers today are striving to offer a more holistic, value-driven proposition to their clients. And while investments, retirement planning, and wealth management often take center stage, one area that consistently strengthens both client relationships and long-term revenue is Wills & Estate Planning.
For international clients — especially expats, HNW individuals, and globally mobile families — the stakes are even higher. Multiple jurisdictions, cross-border assets, blended families, and foreign inheritance rules mean that a well-structured estate plan is not only advisable, but essential.
Advisers who provide (or facilitate) this service typically see:
- Deeper Client Trust: Estate planning conversations open doors to understanding family dynamics, future intentions, and legacy objectives—creating stronger advisory relationships.
- Better Investment Alignment: Estate planning ties directly into portfolio structuring, tax planning, succession planning, and long-term wealth preservation.
- Higher Client Retention: Clients tend to stay with advisers who take care of the “complete picture," not just the investment piece.
- Referral Opportunities: Estate planning is often a trigger point for broader financial reviews, creating new business from family members and executors.
- Additional Revenue Streams: Modern will-writing partnerships offer compliant, seamless referral earnings for firms and individual advisers.
In short, estate planning is no longer just a "nice to have" in your toolbox — it’s a practical, profitable, and highly complementary extension of the advisory service you already provide. Which brings me to a quick question:
Are you earning from your will writing referrals?
As most of you know, in my line of work, I speak to many advisors every day. More than a few have mentioned on occasion that they are frustrated by this issue: They spend months working on a client, only for the estate planning side to drag on for weeks when they refer to slow, perhaps more traditional firms.
I therefor wanted to introduce you to Perry Road Legacy (PRL), a modern, tech-enabled estate planning firm that is specifically designed to partner with financial services professionals.
Run by Jack Povah and his team, they have stripped away the inefficiency of traditional law firms. Jack is UK-qualified and I have helped him transition from Manchester to Dubai a few years back -- and he THRIVED.
Why partners are switching to PRL:
Advisers who provide (or facilitate) this service typically see:
- Speed: They turn around cases in 5–10 working days.
- International Expertise: They handle UK, UAE, US, and EU assets in one go (no need to coordinate multiple will writers).
- Revenue Share: A transparent referral model that pays you a share of the fees.
- Tech-First: Seamless onboarding and weekly communications — no chasing for updates from you or your clients.
If you as an advisor, or run a brokerage and have clients with international assets who need Wills, Trusts, or Power of Attorneys, Jack is looking for a select group of key partners to work with.
You can click this button and inquire with Jack directly:
If you have any questions or need to have a chat, just click on the WhatsApp logo below for a quick response.
