Beneficial Trust & Will Company is a leading provider of estate planning solutions, specializing in supporting financial services professionals with comprehensive legal services. With over 25 years of experience and multiple industry awards, the firm stands out for its commitment to excellence, family-run values, and dedication to helping advisers build profitable estate planning businesses.
The company offers tailored approach for independent financial advisers, mortgage brokers, and equity release specialists, providing them with the tools, training, and support needed to deliver expert estate planning services. Whether advisers wish to establish their own branded business, operate under the BTWC brand, or simply refer clients, BTWC delivers award-winning back-office support, ongoing education, and marketing resources to ensure success and client satisfaction.
Services Offered
- Will Writing Services
- Lasting Powers of Attorney
- Setting Up of Trusts
- Probate Services
- Document Safe Custody
- Estate Planning Training (including Associate Academy and IPW Will Writing training)
- Marketing Support and Business Tools
- Back Office and Admin Support
- Business Set-Up Services for Estate Planning Consultants
- Referral/Introducer Partnership Programs
BTWC serves clients across the UK and is fully accredited by professional bodies, including compliance with the IPW Code of Practice. The firm supports English-speaking professionals in the financial sector and has been recognized with awards such as The Legal Growth Awards 2024, Will Writer of the Year 2023, and Will Writing Firm of the Year 2019.
