Legacy Assist

Legacy Assist are a subsidiary of south west legacy planning experts Maplebrook Wills SW Ltd. Legacy Assist are here to help professionals such as financial advisors, mortgage advisors / brokers, accountants and solicitors to achieve the maximum possible protection for their clients assets with a robust Legacy Planning advisory service. We are looking to talk to industry professionals who are interested in removing the hassle but also providing an added value service to their clients and who would like: - Access to a specialist, professional service to offer your clients at no cost to you. - To offer your clients legacy planning services such as wills, power of attorney and trusts without the hassle or burden of dealing with this sensitive area. - The opportunity of increasing profitability by directly billing your client for this additional service. - To keep all client services ‘in house’. No need for them to go elsewhere.