Partnering for

“Supporting Solicitors and Financial Advisers with Trusted Legacy Planning Solutions”

At Legacy Saints, we work closely with solicitors and financial advisers to provide expert legacy planning services that enhance your client relationships, expand your offerings, and deliver real value. Together, we create lasting legacies that matter.

Strengthen Your Practice, Delight Your Clients

Why Partner with Legacy Saints?

Partnering with Legacy Saints means access to specialized estate and legacy planning services that seamlessly integrate with your existing offerings.

Key Benefits:

Expertise You Can Trust: Over a decade of experience in wills, LPAs, and estate planning ensures your clients receive high-quality advice.

Enhanced Client Services: Expand your portfolio by offering comprehensive legacy planning without adding to your workload

Streamlined Collaboration: Work alongside a dedicated team that understands the needs of solicitors and financial advisers.

Tailored Solutions for You and Your Clients

How We Work

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Client-Focused Estate Planning

Our comprehensive estate planning services are designed to meet the unique needs of your clients, from wills and LPAs to asset protection strategies.

Referral Reward Program

Receive a competitive reward for every successful referral, creating a mutually beneficial partnership while delivering added value to your clients.

Dedicated Adviser Support Team

A specialized team is always available to provide guidance, handle client queries, and ensure a smooth experience for you and your clients.

Six Reasons Advisers Choose Legacy Saints

Why Advisers Trust Us

Comprehensive Services:

From wills to complex estate planning, we provide solutions that align with your client’s goals.

Tailored Support:

Personalized guidance ensures we meet the needs of your clients and your practice.

Professional Integrity:

Our team operates with transparency, professionalism, and respect for your client relationships.

Client-Centric Approach:

We prioritize your client’s satisfaction and success.

Seamless Integration:

Our services complement your offerings without disrupting your workflow.

Flexible Partnership Models:

Choose how you want to work with us, from simple referrals to full collaboration.

Testimonials

Hear from Those We’ve Helped

-Emily R.

“Legacy Saints’ virtual visits showed me the real impact my legacy can have. It’s inspiring!”

-David M.

“The team at Legacy Saints helped me set up my LPA in no time. Their expertise is unmatched.”

Charity Partnerships

“Legacy Saints made writing my will so simple. I now feel at peace knowing my family and chosen charity are protected.”

Tools and Information to Support Your Clients

Partner Resources

Downloadable Resources:

Answers to Your Questions About Advisers

Frequently Asked Questions

How does the referral program work?

You refer clients to Legacy Saints, and we handle the legacy planning process while keeping you informed. For every successful referral, you’ll receive a reward.

Can I stay involved in the client’s planning process?

Absolutely. We encourage collaboration and transparency, allowing you to stay updated on your client’s progress.

What type of clients can benefit from your services?

We work with individuals, families, and business owners who need wills, LPAs, or estate planning solutions tailored to their goals.

How are fees handled for my clients?

Our pricing is transparent and competitive, with options for both one-off and subscription plans.

Do you provide ongoing support?