Becoming a Countrywide member means that you have instant access to Legal advice whenever you need
Become a Countrywide member and be safe in the knowledge that your client's planning is 100% correct. We can offer Legal advice for any stage of the planning; from making recommendations, reviewing current Wills, to checking documents you have drafted either using our Software, or by other means.
- Estate Planning Technical Helpline
- Review your Client's Wills
- Access to our Legal professionals
- Advisor Extranet account
- Webinars & Public Presentations
- Benefit from discounted Training
Here to Help!
Countrywide members have exclusive access to our Estate Planning helpline via phone or email. Our dedicated team of experts provide full technical advice to assist with the drafting of all Wills, Trusts, and estate planning strategies.
Confused about how to deal with more complex clients?
For those clients who have more complex requirements, our Estate Planning help team have the relevant expertise to assist with a range of issues.
We will also happily review Wills and estate planning documents that you have drafted and / or specific clauses. No matter how comprehensive Will writing software is, there are always instances where clauses need modifying to suit the clients needs. Our estate planning team will check these clauses for you to ensure they are legally correct. This way you can be sure that your clients have the correct documents and the document content is valid and meets the needs of your clients.
Peace of Mind
At Countrywide we are always pleased to learn that a client has taken steps to plan what will happen to their assets after they have gone, as this means that they understand why having a Will in place is important.
Countrywide will happily review your client's existing Wills and estate planning documents. Telling you what’s good, what’s bad and where it could be improved. We can also interpret and talk to you about the clauses used in their existing planning, so your clients fully understand their meaning and more importantly, can see any shortcomings in the planning.
This recommendation can come to you as an email for you to pass onto your client or if you wanted to go that bit further, then we can provide a full estate planning report for them (available for an additional fee).
This practice easily deals with the argument - "I don't need a Will, I already have one."
In house Experts in every department
Our Trust and Estate planning experts consist of 6 full members of STEP (Society of Trust and Estate Practitioners), 2 in house solicitors, a qualified lawyer, non practising solicitor, licensed conveyancer and 7 other legally qualified staff including STEP affiliates. All of our legal staff are on hand to discuss your cases, should you need them. Email or call them for advice.
Our Advisor Extranet is crammed full of resources
Our Advisor Extranet is a site specifically designed for our Will & Estate Planning Consultants, ensuring you have everything you need. You can find details of all of our many Products & Services, which you may want to suggest to your clients, to complete their Estate Planning requirements. Our Extranet also includes prospecting techniques on how acquire new clients, such as telephone scripts and marketing letters.
To help explain our strategies and recommendations easily, we have a series of Key Features & Benefits Sheets and Client Support Information Sheets which cover all client scenarios dependent on their marital status and value of their assets, to assist you at the point of sale. Why not really get the "estate planning message" across using our light hearted, yet thought provoking cartoons to further cement your recommendations? Or use our marketing materials, such as adverts, brochures, banners, and exhibition material, all of which you can download and print, with the option of being branded with your Company details and logo.
It doesn't stop there. View our topical articles, which provides a wealth of information for you and your clients on a large variety of subjects. Being a Countrywide Member means you also have access to our marketing team who can provide you with your own, individual Will and Estate Planning website in a matter of days. You also have the option to use our client card payment facility, allowing you to make fast, secure online payments.
Gain full access to our webinar films and slidesWe hold monthly webinars which have become increasingly popular not just with our members but also the wider legal community. Each month we focus on a different topic which is relevant to the industry, including new legislation, changes to legislation, strategies and the types of planning available to you. On average our webinars are viewed by over 750 legal professionals such as Solicitors, Accountants, Will writers, and IFA's. All of our webinars are recorded and added to our Extranet to view, along with the slides and any handouts.
Discounted Training Courses for Members
We run courses all year round on a variety of subjects, whether you are new to the business or an experienced estate planner, and our single day courses are discounted for all of our Countrywide Members. Our courses are extremely popular and places are filled very quickly.
Visit www.countrywidepartners.co.uk to learn more.
Countrywide Estate Planning Course
The essential guide to the basics of Will Writing, Estate Planning and LPA Drafting. Providing you with all the information you need to get started, whatever your previous experience.
Definitive Guide to Trusts and Taxation of Trusts
This workshop looks in detail at the different types of Trust and the most appropriate trust tailored to your client’s needs, securing their financial future and protecting the interests of their beneficiaries. A perfect refresher for experienced Will Writers, or for those looking to increase their knowledge to grow their business.
This course outlines the planning required for clients with Business and / or Agricultural Assets. Looking at Business Property Relief (BPR) & Agricultural Property Relief (APR), Cross option Agreements and why every owner of a LTD Company or Partnership should have one. Business Lasting Powers of Attorney and much, much more.
Advanced Tax & Estate Planning Strategies
This course is specifically tailored to consultants with Corporate and / or High Net Worth clients. Looking in detail at more complex solutions that have not been covered in any of the previous Courses.