EPFI or Estate Planning For Intermediaries consists of a team of experienced Estate Planning personnel and are members of the Society of Will Writers. EPFI is specifically designed for Financial Advisers to provide an intuitive and practical way to organise Wills for their clients without the need for the advisers to be Will experts. 90%+ of Wills are straightforward and can be handled within our system. For the others, our bespoke service can take care of the process.

Yes, you can. It is up to you how you add this service to your own proposition. There are a few options:

You can adjust your fee to include the Will (our suggested option)

You can keep your fee the same and inform the client you are meeting the cost of the Will (we don’t recommend promoting Wills as “free” as this erodes the value).

The length of time you spend on the Will fact find will vary. If you already know your client, this could take as little as 10 minutes. If you are taking longer, it is probably because you are having a productive conversation with your client regarding referrals, re-writing insurance or arranging investments. On average it will take 20 minutes to input the customer details.

As a financial adviser, you spend a lot of time helping your client accumulate wealth and once they have it, protect it in the event of an unforeseen event. The one thing that everyone can foresee is, unfortunately, their own demise. Without the proper Will in place, all your advice can be for nothing. Your clients’ family won’t thank you for that.

Our online system is designed to accommodate the requirements of the vast majority of clients. There are some situations that the client really does need expert advice. If our online system doesn’t meet your clients’ needs, you can refer them to our sister company Greyfriars Estate Planning.

We have carefully constructed the process to gain as much information to help identify opportunities.

The opportunities are:

1. Identifying existing policies not in Trust and arranging that for the client with the chance to re-broke

2. Arranging Guardianship cover where there are children involved

3. Whole of Life cover for Funeral costs

4. Additional cover for significant debts

5. Potential Pensions transfer business

6. Identifying investments you didn’t know about