Join Our referral network
Grow your revenue with trusted estate planning referrals
Partner with Ai-Wills and refer your clients to a professional estate planning network for Wills, Lasting Powers of Attorney, probate support and related services. Designed for IFAs, mortgage advisers, protection advisers, accountants, estate agents and other professional introducers, our referral partnership helps you offer more value to your clients while creating an additional income stream for your business.
Support your clients beyond the transaction
When clients need help with Wills, estate planning or probate, you do not need to handle it yourself. Ai-Wills gives you a simple way to refer them to a trusted estate planning network, while keeping the process professional, easy and fully trackable.
Why partner with Ai-Wills?
Your clients already need estate planning advice. Many need a Will reviewed, help putting a new Will in place, guidance on protecting their family, or support with probate after a bereavement. Instead of letting those opportunities go elsewhere, you can introduce them to a service that complements what you already do.
With Ai-Wills, you can strengthen client relationships, add value to your service and generate a new revenue stream without having to build the delivery side yourself.
Built for trusted advisers and introducers
Our referral partnership is ideal for:
IFAs who want to support clients with estate planning alongside financial planning
Mortgage advisers helping clients protect their family and future
Protection advisers discussing long term security and legacy planning
Accountants and tax advisers whose clients need Will and estate planning support
Estate agents and probate professionals working with families during key life events
Any client-facing business that wants to offer added value through a trusted referral relationship
A complete estate planning referral solution
Your clients can be introduced for a range of services through our estate planning network, including Wills, estate planning reviews, probate referrals, document storage and other related support services.
This means you can offer meaningful help at the right time, without needing to become the service provider yourself.
A complete estate planning referral solution
Your clients can be introduced for a range of services through our estate planning network, including Wills, estate planning reviews, probate referrals, document storage and other related support services.
This means you can offer meaningful help at the right time, without needing to become the service provider yourself.
A referral system that can work in your brand
For selected partners, we can provide branded referral journeys and automated follow-up processes so the experience feels aligned with your business. This helps create trust, improve conversions and keep your business front of mind while the estate planning enquiry is being handled.
Create a new income stream from clients you already have
Most advisers are sitting on untapped estate planning opportunities within their existing database. Clients buying homes, arranging protection, reviewing pensions or planning retirement often need Wills and related services too.
Ai-Wills helps you unlock that demand with a referral process that fits around your current business model. Rather than leaving those conversations undeveloped, you can turn them into a valuable service extension and an additional source of revenue.
Start referring estate planning work with confidence
If you want to add value to your clients, build stronger relationships and create a new referral income stream, Ai-Wills can help.
Join the referral partnership and start introducing clients to a trusted estate planning network today.
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
© 2025 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD Head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration No: ZB470272