Ruth Pannell Email & Phone Number

Are you a financial adviser or estate planning professional who is obsessed with helping your clients?Have you already got a full list of loyal clients who won’t even sneeze until they’ve spoken with you? In spite of this, do you feel anxiety when clients, whose portfolios you may have managed for decades, become unwell, lose capacity, or die? This can spell the end of a mutually valued relationship, but it is also a time when legal advice is invariably required. This can create an opportunity to help your clients in times of crisis, and provide deeper value and rapport with the next generation. But.. you may struggle to find trusted legal partners who will not only do the job well, but will work with you, in partnership, to ensure the family is looked after and referred back to you for ongoing financial advice. So - do you feel there are opportunities to deliver proactive, thoughtful probate and inheritance services more directly to your clients? If so, I can help.I’m a STEP qualified lawyer and I own a growing six-figure wills and probate practice specialising in outsourced probate services for clients like yours. Until now, you may only have worked with cookie-cutter legal services companies. Perhaps you’ve referred legal work to a mainstream provider and things haven’t progressed, or communication has been lacking. Perhaps they have done a decent job, but haven’t transitioned your client or their heirs back to you, so you ending up losing client contact and, ultimately, revenue. Well look - I do things differently.I care about all my outsourced cases with the same attention to detail I give my own clients. I will treat you as co-counsel, and have invested in technology to create a seamless portal between you and my team. In fact, we won’t sneeze without talking to you first! The Inheritance Department is already helping service providers, lawyers and financial advisers give their clients a frictionless in-house experience, whilst receiving passive revenue via our referral fee scheme. But, in fact, many of our partner clients don’t even take our referral fees. They say they receive enough benefit because the quality of our service integrates so seamlessly with their systems and ethos, and their clients love working with us! If any of this resonates with you, or you think there is an opportunity for us to work together:Let’s talk.Send me a message on here now and I’ll set up a meeting ASAP. Let’s see if we can springboard your financial services business to cross-generational Nirvana!

Listed skills include Preparation Of Wills, Trusts, Charities, Estate Administration, and 8 others.