Will Writing Service

Will Writing is an additional feature of Paymentshield Mortgage Club that allows you to refer your customer to a specialist Will Writing Service, through Redstone Wills. The service offers an easy one page referral system. Other than the referral, no further involvement is required from you. Redstone Wills collects all the information direct from your customer in order to produce their Will.

About Redstone Wills

Redstone Wills is a subsidiary of Skipton Building Society that specialise in providing customers with complete peace of mind, ensuring they are secure in the knowledge that their wishes will be carried out exactly as they want.

Redstone Wills is managed by qualified Solicitors regulated by the Solicitors Regulatory Authority, who combined have over 50 years experience providing wills and probate services. In addition to this Redstone Wills is also a member of the Society of Will Writers.

The Benefits

Referring just two instructions a week could earn you £6,000 additional income per year.

Benefits to you:

  • Online case tracking
  • Dedicated support online and via telephone
  • Additional income stream

Benefits to your customer:

  • Their Will is overseen from start to finish by a fully qualified and experienced specialist in Wills, probate and estate planning
  • During the Will Writing process your customer has unlimited access to a Will Writer
  • When the draft Will is completed they have the opportunity to ask as many questions as they need to ensure their true wishes are perfectly reflected
  • The completed Will can be kept safe and sound in our secure storage
  • Your customer will be provided with a storage locator reference and retrieval instructions to hand to their executor, allowing them easy access to their Will when required
  • The standard Will Writing Service is provided at a 100% fixed price - your customer knows in advance exactly what the cost will be
  • Inheritance Tax advice given throughout the transaction

Earnings

Service Retail Price
(Excluding VAT)
Broker
Commission
Single Will £110 £35
Mirror Will £175 £70
Discretionary Mirror Will Trust £319 £75
Single Lasting Power of Attorney £395 £75
Double Lasting Power of Attorney £495 £100
Single General Power of Attorney £180 £35
Double General Power of Attorney £220 £45
Severance of Tenancy £90 £18
Advanced Directives (Living Wills) £80 £15
Funeral Plans varies £40

Submitting a case

To process your Redstone Wills referral, please visit www.willspaymentshield.co.uk. To log into the site type in your branch code with password, paym3ntsh1elD. You can amend your password at any time.

Estate Planning Helpline

If you need any help with the Redstone Wills service, please call their help desk on:
T: 0845 071 7115
F: 01424 466003
E: redstonewills@cdpll.co.uk

© Paymentshield Limited, 2011

Paymentshield Limited (registered number 02728936) is a company registered in England and Wales at Paymentshield House, Southport Business Park, Wight Moss Way, Southport, PR8 4HQ. Telephone calls may be recorded for security purposes and monitored under our quality control procedures

Paymentshield Limited is authorised and regulated by the Financial Services Authority (FSA) under registration No. 312708. See www.fsa.gov.uk/register for further details