Partner with EPFI to complete your clients’ protection and benefit from...
Expert
Support
Estate Planning for Intermediaries provides extensive experience in estate planning from straight forward Wills to the more complex estates, we have seen it all.
Easy to Use
Online Tools
Use our intuitive and simple Online Will Service to produce your clients’ Will. Referral Service for those cases you would like us to deal with.
A New
Revenue Stream
Create additional revenue by fulfilling your clients’ estate planning needs. Identify new Financial Services opportunities via our Estate Planning Service.
How can
you partner
with EPFI?
Produce Wills and Power of Attorney
With our simple, easy to follow processes, expert help and support, you can be confident EPFI will take care of you and your clients.
Dealing with a more complex estate?
We can provide support and advice to guide you through more complex estate planning. However, you can personalise your client documents with your company logo and branding and maintain the relationship directly with your client.
We have you and your clients covered.
• Covered by our PI insurance of £2.5 million
• No compliance issues
• Complete fulfilment process
• Choice of plans to suit your usage
• Full support provided
Interested in becoming a Partner?
Stay close to your phone... We'll call you soon
We look forward to hearing about your business, and discovering how we can help you and your clients.
