Copyright © 2018 New Leaf (WWF) Ltd.
Registered Office:
Princess Caroline House, 1 High Street, Southend-on-Sea, Essex, SS1 1JE.
Registered in England & Wales.
Company No. 7891401

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Annual Membership Fee

Being a Will Writer with NLWWF is a truly cost-effective way of running your own business.

 

Annual Membership £495+VAT

 

Being a New Leaf Member gives you access to all the training you could ever need including:

 

Will Writing Induction Training

Monthly Estate Planning Webinars

Quarterly Estate Planning Workshops

Access to our Financial Services Training Academy: Including training for: CeMAP, CeRER, DipFA and Pension Transfer Qualifications.

Our weekly motivation and business planning session – Wake Up to Sales

Monthly Retention Fee

The monthly retention fee provides you with:

 

Industry Leading Software – Our intuitive web-based software helps you to write valid legal documents quickly and efficiently. The system will also help you manage your sales process effectively with appointment booking, invoice management and marketing functionality. 

 

Unlimited Will File Checks – We are committed to approving every Will created by our members. This gives you the peace of mind that your work will have been given our seal of approval before being delivered to your clients.

 

Unlimited Document Creation – Some systems limit the number of documents you can create or charge on a per document basis. New Leaf lets you work to your potential by allowing you to create any number of Wills and LPAs.

 

Unlimited Technical Assistance – Our expert team will help you with any questions or queries that arise whilst you are writing Wills. Our experts are available via email or phone – you can rely on them to find an answer to your question.

 

Professional Indemnity Cover up to £2 million – Unlike other firms that make you arrange your own PI cover for an additional fee; New Leaf fully insures all its members with a comprehensive policy designed to protect you in the event of a claim.

 

Access to our Will Storage Facility – Once a Will is written it is the most important document a client owns and as such it should be stored securely away from any risk of loss or destruction. New Leaf has access to one of the most sophisticated and secure storage systems in the UK. All of your client’s final documents should be stored in this way. This is a great benefit to market to prospective clients.

 

Access to our Referral Network - Being part of the New Leaf Group gives you access to specialists that will gladly assist your clients in areas outside of your expertise.

 

You will earn generous referral fees for introductions to other members in your area for:

 

Investment & Pensions Advice

Residential & Commercial Mortgages

All forms of Protection Insurance

Will Checking Admin Fee

Every Will that you write is checked for accuracy and stored with our partners Kings Court Trust. This ensures that you are covered by our professional indemnity insurance and gives your clients peace of mind that their Will is stored in a fireproof, waterproof secure area.

 

We retain 10% of all income derived from this activity in addition to the monthly fee. For example, if you charge £195 for a mirror Will, then we charge a fee of £19.50 to check and store the Will on your behalf.

However if you decided to trade with our sister company NLD in the regulated financial advice sector - your monthly retention fee will  drop to £100 and there will be zero further retention.

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