Offer Your Mortgage Clients a Complimentary Will
Partner with Four Seasons Future Planning Ltd
As a mortgage advisor, you support clients through one of the most important financial decisions of their lives.
You can now enhance that service by referring them to Four Seasons
Future Planning Ltd for a complimentary Will, Mirror Will or an update of an existing Will.
We also specialise in Lasting Powers of Attorney and Trusts, providing your clients with essential estate-planning support at the moment they need it most.
Why this matters for your clients
Buying a home is a significant life event and the ideal time to organise proper legal protection.
A professionally drafted Will ensures their property and assets pass to the right people and avoids uncertainty under intestacy rules.
Mirror Wills help couples protect one another and their dependants.
Updating an existing Will ensures new property purchases, relationships or children are correctly accounted for.
Lasting Powers of Attorney allow trusted individuals to make decisions on the client’s behalf if they become unable to do so.
Trusts can provide additional protection for property, children, blended families and long-term financial planning.
By referring your clients, you help safeguard their new home, their family and their future.
About Four Seasons Future Planning Ltd
Four Seasons Future Planning Ltd is a specialist estate-planning firm based in Grantham, Lincolnshire. We provide Will writing, Lasting Powers of Attorney, and a range of Trust services including Protective Trusts and Lifetime Trusts.
We work in partnership with a wide range of professional organisations, including financial advisers, councils, national associations and insurance services. This means we understand how to integrate seamlessly with your client journey, offering support that complements your mortgage advice.
Our team focuses on clarity, friendly guidance and simple processes. We make estate planning straightforward, even for clients who are busy with a home move or mortgage application.
How the referral process works
1. You identify a client who would benefit from a Will, a Will update or further estate-planning support.
2. You refer the client using your dedicated adviser link or referral code.
3. We contact the client to arrange their complimentary Will or Will update.
4. Where appropriate, we also explain additional services such as Lasting Powers of Attorney or Trusts.
5. The client receives professional support without any additional work required from you.
Benefits for mortgage advisers
Enhances your overall service offering.
Helps you stand out in a competitive market.
Strengthens long-term client relationships.
Encourages repeat business and referrals.
Requires no extra workload or estate-planning expertise on your part.
What your clients receive
A complimentary Will, Mirror Will or update of an existing Will.
Clear guidance tailored to their home, assets and family circumstances.
Optional support in arranging Lasting Powers of Attorney and Trusts.
A friendly and professional service with flexible appointment options.
Peace of mind knowing their estate planning has been properly arranged.
Why now is the ideal time
When clients take on a mortgage, they naturally think about their responsibilities, their family and their future. This is the perfect moment to encourage them to put essential legal protections in place. Your referral helps them make confident, informed decisions that safeguard their home and loved ones.
Refer a Client:
Just enter their details below and the Four Seasons Future Planning team with contact them.