Your Practice. Your Terms. Your Future.
Plug in, step back, or sell out. You choose the path.
For Estate Planners & Will Writers
Your Practice. Your Terms. Your Future.
You have spent years building your client base. Every will in storage, every family that trusts you, every executor appointment carries your name. That does not disappear when you decide to slow down or step away. FINEST Planner gives you three clear options for what happens next. You choose the path that suits where you are in life right now.
Three Paths. One Partner.
Plug In and Power Up
Still active and want to keep growing? Import your entire client bank into FINEST Planner and let the technology do the heavy lifting. Your clients are contacted automatically. Reviews are triggered. Documents are requested. Meetings are booked. Will updates are prompted. Suitability reports are generated. All through the system. All under your name. You stay in control. You just stop doing it manually.
Find out how it worksStep Back and Let Us Run It
Ready to reduce your workload but not ready to walk away entirely? Hand the operations to us. We manage everything, the client contacts, the reviews, the updates, the meetings, and the compliance, while you receive a percentage of the revenue generated from your client bank every year. Your clients are looked after. Your income continues. Your obligation ends.
Talk to us about this optionSell Out and Move On
Ready for a clean exit? We will acquire your client bank at above market rate. One transaction. No ongoing obligation. No loose ends. The clients you built your reputation serving will be looked after by a platform built specifically for their needs. You walk away knowing everything is in good hands.
Get a valuationWhy Practitioners Choose FINEST Planner
We Were Built by Someone Who Understands Your World
FINEST Planner was founded by an Independent Financial Adviser who has lived the same pressures you face every day. This is not a technology company that discovered estate planning. It is a platform built from the inside out by someone who understood exactly what practitioners need and exactly what their clients deserve.
Your Client Bank Is Worth More Than You Think
The industry standard valuation for a will writer's client bank is approximately £20 per record. We offer above market rates because we understand the true value of what you have built. Not just the wills. The families. The estates. The relationships. The future probate events, LPA reviews, IHT assessments, and pension conversations that sit inside every single record.
The Reverse Funnel: Import Everything in One Step
Your entire client base can be imported directly into FINEST Planner in a single process. From that point every client record becomes active, manageable, and monetisable through automated outreach, review triggers, document requests, and a full suitability and compliance framework. A practice that has been running on paper and spreadsheets becomes a fully automated operation overnight.
No Pressure. No Rush. Your Timeline.
Whether you are five years from retirement or five months, the conversation starts whenever you are ready. We are not here to push you toward a decision you are not comfortable with. We are here to make sure that when you are ready, the transition is clean, the clients are protected, and the value you have built is properly recognised.
Common Questions from Practitioners
Ready to Talk?
Whether you want to plug in, step back, or sell out, the conversation starts with a single call. Tell us about your practice and we will come back to you within one working day.