Join us for 2 days & become a qualified Estate Planner

Walk away with the skills to add £30,000 to your annual income by offering a high-impact service that only requires an additional 30 minutes of extra work per case

Once You Qualify As An Estate Planner You'll:

  • Increase your case value adding between £25,000 & £50,000 to your business annually
  • Generate more leads and re-engage previous clients with your new service
  • Provide a better and more comprehensive level of service for existing clients

Why Should You Become An Estate Planner?

Providing Estate Planning alongside your existing service creates four areas for growth within your business:
  • Estate Planning will attract new leads into your business
  • It’s a service that will maximise the sales value of each case with a minimal amount of extra effort
  • You’ll increase your conversion rate when selling other products like insurance
  • Your lifetime customer value will rise and you’ll get more opportunities to check in on your clients

Ultimately, you'll provide your clients with a greater service.

By offering multiple products you make sure your clients are supported through all life’s eventualities. 

Why Learn With Estate Planning PRO?

We believe our industry has an archaic approach to the client journey.

Historically, a client simply states what they want to happen when they die, and the adviser produces this.

Where is the advice, guidance, and thought into the long-term effects of this approach?

In our view, this approach is negligent, and clients deserve so much more!

Estate planners & Will writers need a platform that stands them apart from the outdated & archaic advisers.

We see Estate Planning PRO as the ‘refreshing’ version of Estate Planning, and we'd love you to join us to change how the industry operates.

Estate Planning PRO Agenda

Day 1

  • What is a Will and why are they important?
  • What is Lasting Power of Attorney and why is it important?
  • What is a Trust and why is it important?
  • 4 Key client scenarios - Single Person, Unmarried person
  • 4 Key client scenarios - Married couple under NRB & over NRB

Day 2

  • All things Trusts
  • Covering Care costs
  • Covering IHT & tax brandings
  • Safer estates: £250k, £500k, £750k
  • Periodic charges
  • Different types of trusts

Meet Your Instructors On The Day:

Stephen McNulty - Operations Director

Stephen has worked in the Estate Planning and Will Writing industry for around 12 years. In his first role in the industry, he was responsible for establishing an in-house team, specialising in the production of estate planning products and as such; implementing rigorous quality control processes. Stephen was also responsible from overseeing the client journey and providing technical support to field agents. 

In the years that followed, Stephen set up in business, creating two fast-growing Estate Planning companies (one consumer facing and one business to business). alongside his business partner Charlotte Logue, both businesses remain successful today. 
Charlotte (Spiller) Logue - Training Director

Charlotte is an experienced Estate Planner specialising in both Personal Estates and Business Succession Planning. Having worked in the industry since 2010, Charlotte continues to provide specialist, bespoke Estate Planning advice to individuals in areas such as; Wills, Trusts, Power of Attorney, IHT Planning and Estate Administration & Probate, whilst providing other Estate Planners with a reliable, competitively priced drafting service for all their client needs. 

In 2020, Charlotte founded Estate Planning Pro to recruit, train and support Mortgage Advisors, Accountants and Financial Advisors to be able to offer Estate Planning Services to their clients.

Here's What Previous Attendees Had To Say...

Date: TBC
Time: 10am - 5pm (day 1)
9am - 4pm (day 2)
Location: Holiday Inn 
City: Milton Keynes

Ready To Claim Your Seat?


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2 Day All Access Pass


* 2 Monthly Payments *
  • Full Access To Estate Planning PRO event 
  • Learn the SAFER method
  • Networking, support, and coaching

2 Day All Access Pass


* One Off Payment *
  • Full Access To Estate Planning PRO event 
  • Learn the SAFER method
  • Networking, support, and coaching

Here are some commonly asked questions…

What safety measures will be in place?
The capacity for the event is capped to ensure that all safety measures, such as social distancing are in place for our attendees.
What are the timings of the event?
The event will take place between 10 am and 5 pm on day 1, and 9 am - 4 pm on day 2.
Is there parking at the event?
On-site parking is available at the event location.
Is there food and drinks available?
Yes, lunch will be available, as well as tea & coffee during the breaks.
What if the event is canceled due to COVID-19?
If the event is canceled due to new government guidelines relating to COVID-19, you will be given alternative dates for the event. If you cannot make any future date, you will receive a 100% refund for your purchase.
What are the nearest hotels to the venue?
The Holiday Inn where the event is being hosted (tbc). There are also numerous other hotels within walking distance.
I have a question that’s not answered here, what can I do?
No problem! 

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Copyright 2022. Gary Das All Rights Reserved 2022.

IMPORTANT: Earnings and Legal Disclaimers
We don't believe in get-rich-quick programs. We believe in commitment, adding value and serving others, and that's what our programs are designed to help you do. As stated by law, we cannot and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don't know you and, besides, your results in life are up to you. Agreed? We're here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings - all numbers are illustrative only. Not all results are typical.