Join APS Legal & Associations and ensure your clients’ wills are up to date
APS are experts in the area of will writing and wider legal services we offer the following options to help you offer your clients the support and advice they need.
Referrals
To be able to assist your clients with a will or lasting power of attorney without having to undertake the additional work yourself, we would just need your clients’ details and then one of our Estate Planning only associates( non-IFA) would be able to deal with this for you with you receiving a 15 % referral fee on completion of the case.
Training Needed – None
Costs – None
Advantage – No fees, additional service to offer clients
Disadvantage – Not keeping all the clients work inhouse. Missing out on a bigger income stream.
Full Associate
This route gives you full control of advising your clients on all aspects for wills, lasting powers of attorney and trusts. You would meet the client as you would as usual, advise them on their specific situation and take instructions from them; we then draft all documents in house, all of course which is covered under our PI insurance.
Training Needed – three-day training course, with examination.
Costs – Monthly Associate fee of £ 85.00 p / m for the first 12 months, dropping to £ 40.00 p / m from month 13 onwards, documentation fees on each
Advantage – Full range of additional service to offer clients, enhances relationship for future engagement, increased income stream.
Probate Associate
This route enables you to offer estate administration services to your clients. You would meet the executors and advise them on the specific situation then take information from them on the estate; we provide a fixed quote, all of course which is covered under our PI insurance. You are essentially the client contact, and all the work is provided through APS Legal and our panel solicitors.
Training Needed – Two 45-minute webinars and multiple-choice test( can be done at any time, no need to wait for a course date)
Costs – £ 150.00 per year( Just one case a year would more than cover this fee)
Advantage – Additional service to offer clients and opportunity to provide financial advice to the beneficiaries.
For further information, please contact us at enquiries @ aps-legal. co. uk.
October 2025 | 27