Partner with AIB Estate Planning
Help your clients access specialist estate planning support through a straightforward referral partnership.
A useful connection for your clients
Estate planning questions often arise alongside other important life and financial decisions. We work with professionals who want a trusted route for clients who need to discuss wills, lasting powers of attorney, trusts or probate.
Our referral partnerships are suited to mortgage brokers, estate agents, financial advisers, funeral directors, care homes, solicitors and accountants. If your work brings you into contact with people considering their future arrangements, we would be pleased to talk.
Why partner with us?
- 01Your clients can discuss estate planning with a specialist team.
- 02You can add value to existing client relationships without taking on the advice process yourself.
- 03We aim to make referrals clear, respectful and easy to follow.
A simple referral process
We keep the arrangement practical, with clear communication at each stage.
- 01
Make an introduction
Refer a client who has asked about estate planning, with their agreement.
- 02
We handle the estate planning process
From initial consultation through to completed documents, our team speaks with the client about their circumstances and the support they need.
- 03
Stay informed
We can confirm that we have contacted the referred client, subject to that client's consent, while respecting client confidentiality.
Partner with us
Tell us a little about your organisation and how you would like to work together. We will get back to you to discuss the next steps.
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