Helping Wealthy Adviser Club members grow faster with smarter client tools
At the Wealthy Adviser Club, we’re committed to helping advisers build stronger client relationships, generate more qualified leads, and increase income — all while saving time.
That’s why we’ve partnered with My Last Will, a professional will writing software platform designed specifically for mortgage and protection advisers.
As a Wealthy Adviser Club member, you’ll receive 1 month completely FREE to test the platform, see how it fits your process, and discover how it can help you attract more clients while offering a higher level of service.
💡 What Is My Last Will?
My Last Will is an easy-to-use digital will writing system built by experienced advisers for financial professionals. It allows you to provide clients with complimentary wills as part of your protection or mortgage service — positioning you as a trusted estate-planning adviser rather than just another salesperson.
By integrating wills into your advice process, you’ll naturally create deeper conversations, identify more client needs, and increase both your conversion rates and average case size.
This isn’t theory — it’s been proven to work.
We used this exact system at Bespoke Financial, and it became one of the most powerful tools for generating new leads, strengthening client relationships, and driving protection sales.
⚙️ How It Works
Using My Last Will is incredibly simple:
- Start the client’s will with them in just 10 minutes.
- The system automatically sends the client a link to complete it online.
- Each will is checked and validated by professionals for accuracy and compliance.
- You receive optional follow-up opportunities with the client’s executors, trustees, and guardians — creating new warm leads.
It’s a seamless, compliant, and scalable process that adds value to every client interaction.
🚀 Key Benefits for Advisers
✅ Generate More Leads
Offering complimentary wills opens new doors — and gets you in front of more clients faster.
✅ Increase Protection Conversions
Wills act as a natural lead-in to protection conversations. When clients think about “what happens if…,” they’re in the right mindset to take action on life insurance.
✅ Boost Average Premiums
By positioning protection as part of a larger estate-planning conversation, advisers often see clients commit to higher monthly budgets.
✅ Reduce Clawback
When clients view their will and protection policy as part of the same process, they’re less likely to cancel — improving persistency.
✅ Add Value and Credibility
Advisers using this system are seen as holistic planners, not just sellers. It builds long-term trust and repeat business.
💼 Simple Pricing After Your Free Trial
Once your free month is over, you can choose:
- £100/month for single-adviser firms (unlimited wills)
- £200/month for multi-adviser firms (unlimited wills)
💷 All prices include VAT — no contracts, no tie-ins, cancel anytime.
🧠 Why This Partnership Matters
At Wealthy Adviser Club, our goal is to provide members with practical, proven tools that grow your income and save time.
My Last Will has been used by hundreds of brokers and advisers across the UK. It’s trusted, compliant, and rated 4.9⭐ on Trustpilot with over 1,000 verified reviews.
This partnership gives you access to the same system completely free for 1 month — so you can test it, use it with real clients, and see the difference for yourself.
🗓️ Get Your Free 1-Month Trial
Ready to see how My Last Will can transform your business?
👉 Fill out the short form below to book a discovery call and activate your free trial:
🔗 https://form.typeform.com/to/rihhhbVf
🦁 Exclusive Wealthy Adviser Club Offer Summary
| Feature | Details |
| Offer | 1-month free trial of My Last Will software |
| Who’s it for? | Wealthy Adviser Club members only |
| Includes | Unlimited wills, client handover system, full support |
| After trial | £100/month (single adviser) or £200/month (multi-adviser) |
| Benefits | More leads, better conversions, lower clawback, increased client value |
🔒 Compliance and Security
All data is stored securely and GDPR-compliant. Wills are legally binding, checked by qualified professionals, and supported by the Dona McCarthy estate planning team.
No outsourcing. No cross-selling. Just a simple, secure way to add value and generate new leads.
🎯 Conclusion
If you’re looking for a smarter, faster way to grow your client base and increase your protection income, My Last Will is one of the most effective tools available today.
Combine it with your Wealthy Adviser Club training and automation tools — and you’ll have a proven system for building trust, increasing conversions, and achieving long-term success.
👉 Start your free 1-month trial today:
https://form.typeform.com/to/rihhhbVf