Never before seen estate planning platform launches
A Shropshire-based business has launched a completely self-service estate planning solution, believed to be the first of its kind.
The system, known as HoneyPro, has been launched by Honey Legal; one of the fastest growing and largest estate planning companies in the UK.
HoneyPro enables businesses to effortlessly expand their business portfolio with their white label solution without adding staff count, and covers the full range of estate planning solutions including Wills, LPAs and even complex Trusts.
The intelligently automated process designed by legal experts, takes clients through a series of unique simple questions to understand their estate planning risks and needs. The smart forms automatically adapt to each client’s input to provide a tailored solution to their specific circumstances.
The resulting report provides a comprehensive overview of recommended products and services the client requires to protect their estate, along with associated costs (and different payment options).
HoneyPro is designed to sit alongside the existing core business, integrating seamlessly with existing infrastructure to enable the simple introduction of estate planning solutions.
Available as a white labelled solution, HoneyPro creates the opportunity for businesses to complement their existing service offerings without the need to recruit or upskill.
Founder and CEO Al Gardiner explains
“So many people make life choices that have a significant knock-on impact without fully understanding the repercussions of not protecting themselves and their family.
Here we have an opportunity for organisations who build long standing relationships with clients, like IFAs, mortgage brokers, niche law firms and conveyancers, estate agents, insurance sales, charities and more, to offer a value add solution to their clients which genuinely adds value to the relationship.
The process of estate planning uncovers extensive levels of customer data, intelligence which can then be used to then benefit of promoting core services, whether that’s with existing clients or new ones.“
HoneyPro also offers the opportunity for individuals to build their own estate planning business from scratch. No matter the approach, expert help and support will be provided, without any significant ongoing costs.
Insight into Honey Legal
Since its inception in 2010, Honey Legal has grown year on year to become a market leader in estate planning. It has transformed from a fledgling Will-writing company to a highly successful specialist estate planning company focusing on Wills, LPAs, Trusts and Probate.
Honey Legal have leveraged the power of technology to combine market leading expertise with state-of-the-art systems, achieving exceptional customer service ratings with over 4,500 5-star Trustpilot reviews.
“In these uncertain times, we are seeing more and more people who want to put the right framework in place to protect their assets and provide for their loved ones in the future. Honey Legal are thrilled to be able to offer an easy way for clients to make proper plans and find the peace of mind that comes with knowing they have done all they can for their families.”
Adds Al Gardiner.
“Our new platform is a huge step towards this, putting the power to offer bespoke documentation into the hands of professionals across a range of sectors.
“As a businessman, I always enjoy helping others to achieve their ambitions and I am excited to empower professionals to be able to add to their services and offer a more comprehensive raft of options for their clients without having to refer them elsewhere.”
For professionals looking to become a HoneyPro partner and add comprehensive estate planning to their portfolio of services, visit www.honeypro.co.uk now.