£ 2,990 Minimum Investment
One of the largest estate planning and will writing companies in the UK
Business & Professional Services, Financial Services
APS Legal & Associates is one of the largest estate planning and will writing companies in the UK.
A professional, time flexible and lucrative legal services business, its franchise offering can be run from home or a suitable office. APS Legal & Associates was acquired by The SimplyBiz Group in March 2014.
Franchisees - or associates - offer will writing, estate planning and probate services directly to clients, either as part of an existing financial services company or as a
standalone financial adviser.
There is no cost for training as it is embedded in the monthly licence and support fee of £79 per month for the first year (contracted for the first 12 months), which drops to £35 per month from month 13 onwards.
APS Legal & Associates currently serves and supports over 500 associates and provides all the ongoing support required for an adviser to provide a complete estate planning service to their clients.
There is a one-off licence and training fee to become an associate, which includes the knowledge, skills and confidence to provide comprehensive advice and take client instructions; full training (see below); the professional production of wills, trusts and other associated legal documents; a complete ‘back office’ function, including
reception, secretarial and administration support; use of the company’s corporate identity; and comprehensive ongoing legal, technical and mentor support.
In addition, the licence and training fee includes membership and accreditation to both APS Legal & Associates membership bodies and the provision of a practicing
certificate with the right to use the appropriate logos on all stationery and marketing material. Full lifetime professional indemnity insurance (to £2.5 million) and public
liability insurance (to £1 million) are also included, provided that associates operate within the conditions of the associate agreement.
The initial franchise fee costs £3,495.
APS is interested to hear from business-minded individuals aged between 25-65 from all around the UK.
This company offers a ready-made business, which is simple and cost-effective to run.
All types of financial advisers who need or would like more work and income can add another string to their bow by becoming trained in how to write wills and advise on estate planning.
By becoming an APS Legal & Associates adviser, individuals also benefit from further access to new clients for their financial services business including executors, witnesses, trustees and guardians named in clients’ wills and other associated legal documents.
Although the will writing sector is unregulated, APS Legal & Associates is committed to following the code of practice of The Institute of Professional Willwriters, the only body in this sector approved by the Trading Standards Institute.
The company’s head office is in Worksop, Nottinghamshire.
APS Legal & Associates runs three-day courses on a regular basis throughout the UK. The courses provide training to become an APS associate, allowing them to offer will writing and estate planning services to their clients.
The company also offers training to become an assured probate associate either via a webinar or traditional face-to-face training course. There is no cost for the course as it is embedded in the monthly licence and support fee (see above).
After attending the three-day course and passing a short written exam with a role-play exercise, associates will be able to advise clients on the legal aspects of estate
planning and take instructions for legal documents. Ongoing legal, technical and mentor support is enhanced by ongoing continuing professional development, including continuation training, which is provided on a regular basis.
Research from insurance company Royal London found that 54 per cent of adults don’t have a valid will - meaning they either don’t have one at all or what documentation they do have is out of date.
A will is the only legal way for people to specify what they want to happen to their possessions (and their children if a parent dies before the children are 18). When people are informed of the consequences of not making plans after death, they often want to get on with drawing up a will as soon as they can.
During the next decade in the UK, the percentage of older people compared to young and middle-aged is going to rise exponentially, creating a significant market for will writing services. Globally, it is projected that the combined senior and geriatric population will reach 2.1 billion by 2050.
Every year, the charity Dying Matters aims to help people talk more openly about dying, death, bereavement and to make plans for the end of life, whether that’s how they would like to be remembered or the practical matter of making a will. As this charity becomes more high profile, more people will be requiring professional assistance with estate planning and will writing.
Complete the enquiry form on this page and a member of the APS Legal & Associates recruitment team will be in touch to talk to you about the franchise and answer any questions you may have about the opportunity.
For further information, enquire today!
For further information, enquire today!
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