Consultancy
In effect we would become your ‘estate planning friend’.
Developing a successful estate planning business is not easy. A large proportion of new businesses fail within the first 1-3 years, and it is often clear to see why. Castle will help individuals and businesses succeed. We want the industry, as a whole to become better and for clients of firms to have a more effective and consistent service. One that is technically correct and where all estate planning options are delivered fairly and with drive and passion.
- Mentoring and support
- Weekly review meetings
- Draft checking
- Quick source of advice on specific matters
- Role plays and case study analysis
- Observed meetings
- Ad hoc support tailored to your specific needs
Through our associated partners we can also help with:
- Business advice
- Graphic design and access to suite of marketing material
- Marketing support; websites, social media etc.
- SRA solicitors for reserved legal activities
- Chartered tax advisors for IHT planning
- Specialist Customer Relationship Management (CRM) software programme, specifically built for estate planning firms, designed with compliance and profitability in mind.
