Training

Sole Traders:

If you're new to drafting wills, I can suggest courses covering the most current developments in trust and estate planning legislation.

I can offer individualised telephone training sessions to guide you through your initial client requests.

You'll be introduced to opportunities for additional sales tailored to your clients' requirements, including asset protection trusts, funeral arrangements, and document storage solutions.

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Companies and Field Consultants:

I offer on-site training sessions for your consultants at your premises or chosen location, guiding them on maximising sales revenue by illustrating the advantages of trusts and Powers of Attorney, enhancing client presentations, and optimizing the use of Lawsuite.

Alternatively, the self-hosted option grants you full control over the platform on your PHP/MySQLi server, including access to a mail server. While most budget hosting services are compatible, keep in mind that upgrades and template updates require manual action.

For an informal discussion, please contact me on 07988 226048.