What happens if a client need goes unintroduced?
An important decision can stay on the list.
The questions can become harder to join up.
A clear introduction gives everyone a place to start.
For professional introducers
An estate planning partner you can refer with confidence.
We support your clients with Wills, Lasting Powers of Attorney and wider estate planning. You keep the client relationship.
How we work with you
A straightforward extension of your service, with clear communication and practical support throughout.
01
Relationship-led
Our service is designed to complement your existing adviser-client relationship, never to compete with it.
02
Handled end to end
Recommendations, drafting, signing and completion are all managed by us. No additional administration for your firm.
03
Kept informed
You are updated at each key stage, from referral through to completion.
What we can help your clients with
Practical estate planning support, explained clearly and matched to each client's circumstances.
Single Wills
A clear Will for one person, setting out who should benefit and who should deal with their affairs.
Joint Wills
Coordinated Wills for couples whose wishes and family arrangements are closely linked.
Trust-Based Wills
Wills that include trust planning where it is appropriate for the family and assets involved.
Lasting Powers of Attorney
Property & Financial Affairs and Health & Welfare LPAs, so trusted people can help when needed.
Severance of Tenancy
Practical guidance where jointly owned property needs to be held as tenants in common.
Wider estate planning consultations
A joined-up conversation about trusts, family circumstances, assets and the next sensible step.
The referral process
From the first introduction to completion, we keep the process clear for you and your client.
1
You identify a client need
2
Referral submitted to Conduit Estate Planners
3
Client contacted within 24 business hours to arrange a consultation
4
Consultation arranged and completed
5
Drafting and fulfilment completed by us
6
You are updated at key stages through to completion
Clear terms
Introducer terms
Introducer arrangements are agreed individually and confirmed in writing before any referral is made. Each partnership is set up on its own terms, reflecting the nature and volume of referrals involved.
For professional indemnity details and adviser guidance, please contact us at info@conduitep.co.uk.
The standards you can expect
Professional, clear and respectful of the relationship you have built with your client.
Professional standards
A careful, consistent service with clear responsibilities.
PI Insurance
Professional Indemnity Insurance is maintained for our work.
Compliance oversight
Our work is subject to appropriate oversight and review.
GDPR obligations
Client information is handled with proper care and confidentiality.
Timely communication
You receive updates at the key stages that matter.
The primary client relationship remains with the referring adviser.
A straightforward next step
Arrange a professional introduction
Tell us about the client need and your firm.
We will get back to you promptly.
Or email info@conduitep.co.uk. We are happy to send our brochures and adviser guide.
WORTH KNOWING
What happens if...
What happens if you make the introduction?
Your client hears from a named person.
You keep the client relationship.
The next step is clear.
When a client said they needed to get organised, their adviser knew where to start.
A simple introduction made the next step feel manageable.
A clear next step
Let's talk about working together.
A professional introduction starts with a simple conversation.