SmartPeer
What we refer

Wills & estate planning referrals

Wills, lasting powers of attorney and estate planning — routed to vetted specialists through a tracked, consented introduction.

The document nobody got round to writing

Around half of UK adults die without a will, and far fewer still have a lasting power of attorney. Your clients mention it constantly — after a house purchase, a new baby, a bereavement, a business sale — and then life gets in the way. The moment passes, and the risk stays.

SmartPeer turns that passing mention into a tracked, consented introduction to a vetted will-writing or estate-planning specialist. Your client gets sorted; your firm earns a disclosed share on completion.

What estate planning referrals cover

Wills

Straightforward and complex wills — blended families, business interests, property abroad, trusts for vulnerable beneficiaries.

Lasting powers of attorney

Property-and-affairs and health-and-welfare LPAs — the safeguard most people only wish they'd set up once it's too late.

Estate & inheritance-tax planning

Structuring an estate to pass on efficiently, in step with the financial-advice side where the two meet.

Later-life planning

Care-fee questions and the wider planning that surrounds them, handled with sensitivity.

Why these referrals matter — to your client and your firm

  • Your client finally sorts the will or LPA they've been meaning to write for years
  • Vulnerable and bereaved clients are handled sensitively — consent online, at their own pace, no pressure
  • The introduction is tracked and evidenced, with a disclosure letter generated automatically
  • You keep the relationship — SmartPeer never markets to your clients beyond the referral you initiate
  • Your firm earns a disclosed share when the work completes
  • Estate planning naturally opens the financial-advice conversation too, where the two meet
How it works

Consent first, specialists do the work, commission to you

You make the introduction; your client consents online before any contact; a vetted specialist drafts the documents; you track it through to completion in your portal. The disclosure letter is generated automatically, so the paperwork looks after itself.

SmartPeer is not a will-writer and gives no legal advice — the work is done by the vetted specialists in our network. You make a better introduction than a name on a card, and your file shows exactly where a client was sent and why.

See the full referral journey ›

The model in three numbers
To join — no software or monthly fees
£0
Your share of every introducer fee
60–70%
bigger cases, bigger share
Of UK adults die without a will
~50%
the gap you help close

Wills & estate planning referrals — common questions

Who writes the will or LPA?

A vetted will-writing or estate-planning specialist in the SmartPeer network. SmartPeer is not a will-writer and gives no legal advice itself.

Is this appropriate for bereaved clients?

Yes — the process is built for sensitivity. Your client opts in online, in their own time, with no pressure at the meeting or the funeral home. Nobody is contacted until they consent.

Can I refer for both a will and financial advice?

Yes. Estate planning and financial advice often go together, and a single referral can cover the services your client is happy to be introduced for.

How and when do I get paid?

Your firm earns a disclosed share when the work completes, itemised on a commission statement that reconciles to the penny.

Insights

Guides for professionals referring estate planning

All articles →
Wills after divorce: the referral clients don't know they need 13 July 2026 Wills after divorce: the referral clients don't know they need The end of a marriage changes almost everything about a client's estate, yet the will they made dur… The business owner with no succession plan 11 July 2026 The business owner with no succession plan Business owners pour years into building something valuable, then leave its future entirely unplann… The dying-intestate risk any professional can flag 8 July 2026 The dying-intestate risk any professional can flag Dying intestate is not a rare misfortune; it is the default for anyone without a valid will. Unders… When an accountant should refer a client for probate help 7 July 2026 When an accountant should refer a client for probate help When a client dies, or a client loses a family member, the administrative burden that follows often… The client whose assets outgrew their old will 3 July 2026 The client whose assets outgrew their old will As clients accumulate wealth, the will they wrote years ago can become dangerously inadequate. Noti… Second marriages and blended families: the estate referral 1 July 2026 Second marriages and blended families: the estate referral Second marriages and blended families create some of the trickiest estate situations there are, and… The will your accountancy clients never wrote — and your cue to refer 26 June 2026 The will your accountancy clients never wrote — and your cue to refer You know more about your clients' finances than almost anyone. That knowledge puts you at the exact… Trust structuring: where the tax adviser stops and the specialist starts 26 June 2026 Trust structuring: where the tax adviser stops and the specialist starts Trusts sit at the intersection of tax and legal specialism. Tax advisers analyse the tax consequenc… The will nobody made: closing the gap for the next generation 25 June 2026 The will nobody made: closing the gap for the next generation Why the probate professional who has just administered an intestate estate is uniquely placed to br… The stale will after a life event: your cue to refer 25 June 2026 The stale will after a life event: your cue to refer Many clients believe that once they have made a will, the job is done for life. In truth, a single … No lasting power of attorney: the safeguard clients skip 21 June 2026 No lasting power of attorney: the safeguard clients skip Estate planning is not only about death. A lasting power of attorney protects a client if they lose… Why tax advisers hear the inheritance tax conversation first 8 June 2026 Why tax advisers hear the inheritance tax conversation first Tax advisers quantify inheritance tax exposure before anyone else in a client's professional circle…

Start referring for estate planning

Free to join, nothing to install, and your first referral takes about a minute. Vetted, certified, and paid properly.

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