Produce Wills and Power of Attorney
With our simple, easy to follow processes, expert help and support, you can be confident EPFI will take care of you and your clients.
Estate Planning for Intermediaries provides extensive experience in estate planning from straight forward Wills to the more complex estates, we have seen it all.
Use our intuitive and simple Online Will Service to produce your clients' Will.
Referral Service for those cases you would like us to deal with.
Create additional revenue by fulfilling your clients’ estate planning needs. Identify new Financial Services opportunities via our Estate Planning Service.
With our simple, easy to follow processes, expert help and support, you can be confident EPFI will take care of you and your clients.
We can provide support and advice to guide you through more complex estate planning. However, you can personalise your client documents with your company logo and branding and maintain the relationship directly with your client.
• Covered by our PI insurance of £2.5 million
• No compliance issues
• Complete fulfilment process
• Choice of plans to suit your usage
• Full support provided
*We don't share your personal info with anyone. Check out our privacy policy for more information.
Springfield House
Laurel Hill Business Park
Stirling
FK7 9JQ
07710 496 695
0333 320 8734
All Rights Reserved by Greyfriars Estate Planning Ltd.