Proposal draft v2

Proposal Editorial Assistance for Wills and Probate Solicitors and Will Writers

Telephone: 00000 00 00 00

Address:

Promote.

Be current.

Deliver.

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

www.editorassist.co.uk

Email: info@editorassist.co.uk

Editorial Assistance for Wills and Probate Solicitors and Will Writers.

Editor Assist’s monthly PR pack enables you to:

www.editorassist.co.uk

• Establish and position yourself as the local expert for wills and probate • Provide relevant interesting and informative wills and probate news • Save money on advertising – relevant editorial can be gained for free • Do what you do best – advising on estate planning – without the distraction of constantly seeking new ways to create a buzz around your business • Deliver unique monthly content to clients and potential clients • Brand all news items under your business name • Access varied content which can be used for mailshots, email marketing and newsletters, web and social media and local newspaper and magazine stories • Discuss the latest innovations in wills and probate at local networking meetings – we can offer exclusivity in your area

EDITORIAL PUBLICITY PROGRAMME

How we assist you..

It is proven that customers wishing to obtain estate planning, wills and probate advice like to seek out the services of a professional who is local to their area.

Editor Assist allows you to connect with these customers through providing relevant, newsworthy and informative news stories, articles and blogs to local newspapers, magazines, online sites and, of course, your own website.

We’ll create fresh and interesting editorial for you and your business, written in a way to encourage consumers to contact you for advice and information.

www.editorassist.co.uk

Our monthly pack is designed to allow you to position yourself and your business as the local expert for wills and probate so you can build your profile without taking time out of your day and concentrate on what you do best.

Included within your monthly Editor Assist Editorial Programme:• Four topical consumer pre-written articles of 200 – 300 words branded under your company name and including the following subjects: wills, LPAs, trusts, probate, wills storage, digital wills, regulatory changes, inheritance tax, property prices, executors and disputed wills.

• Mailshot /emailshot for existing and new customers • Branded newsletter which can be printed out, emailed or included on your website • Blog • Five minute presentation which can be used in networking sessions and presentations • Breaking news articles on topics which affect consumers and will alert them to any advice they need to seek: for example, regarding changes to inheritance tax and budget news • Relevant court cases and outcomes • Related market research Editorial can be tailored to the areas you specialise in and to the style you prefer whether that’s formal, traditional or headline grabbing.

All the material can be credited to you and branded under your company name and each piece of editorial can be enhanced by a photograph, image or your own customer testimonials.

Mailshots, newsletters and articles can often be very sales orientated so by providing educational, topical and meaningful information you’ll set yourself apart from the crowd and attract free media and editorial requests saving money on advertising.

We also provide you with exclusivity within your locality.

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Top 10 Considerations When Making A Will

1)

W ho w ill be your Executors?

Executors are the people who will implement the terms of your will.

You can choose family or friends but most people; x% according to YouGov survey 2015, appoint a professional executor.

2)

If you hav e dependent childr en w ho do y ou w ant to take ca re of t hem ?

If your children are 16 and under, or will be dependent after that age you should state in your will who will be their guardians should something happen to you.

3)

Specifi c gif ts of money/ items y ou w ish t o gift A main purpose of writing a will is to state what you wish to leave and who to. These will be listed in your will.

5)

W ha t wil l ha ppen if yo u die befo re your pa rt ner?

If you should die before your partner and your estate passes to them and your subsequently partner goes on to have children with another person and then dies themselves your children could be disinherited and be left with nothing. As will writing professionals we can advise how best to avoid these common situations

6)

Inheri ta nce t ax The current inheritance tax threshold is £325,000. Prepare a list of what you own to see if your property and assets are above this threshold. If you are over the threshold your will writing advisor can provide tax advice to you.

Karen Babington of Preferred Will Writers based in Telford discusses the various things you may want to consider when making a will.

8)

Funera l Wishes You can include in your will your funeral wishes from whether you want to be buried or cremated right through to the music you would like played at your funeral. This can save a lot of heartache for your survivors as you have left wishes about what you want rather than leaving them to guess.

9)

Las ting Po wers of At tor ney With us all living longer over 2500 lasting powers of attorneys are written and registered every day in the UK. They allow you to pass control for your health and welfare and financial matters over to nominated persons should a time come when you are unable to look after your own affairs.

Articl 4)

Resi dua r y (t he r est of ) your est at e A main purpose of writing a will is to state what you wish to leave and who to. These will be listed in your will and be allocated after any liaibilities and specific gift of money or property have been distributed

7)

C ha r ities A will allows you to leave money to charities. Charitable gifts are exempt from Inheritance tax.

10) Regis tr at ion and Sto ra ge Unlike a land registry for property there is no government or legal requirement to register a will but it is advisable to do so. This also applies to safe storage of your will.

Preferred Will Writers 26 Darby Road, Telford TF8 7DL T: 0843 1760780 E: info@preferredwills.co.uk

www.preferredwills.co.uk

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Taxing Question

Our articles will provide editors of local publications with interesting, relevant and educational content which is of interest to their readership.

Connecting with the local community in this way is much more cost effective

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A recent YouGov survey shows that nearly three quarters of the population don’t know what the inheritance tax threshold is – and Karen Babington of Preferred Will Writers based in Telford says that means people aren’t seeking the right advice...

With the average house price now reaching £188,000 in the UK and £514,000 in London more and more homeowners’ assets will be subject to inheritance tax. Yet, according to a new YouGov survey, 70% of Britons don’t know what the inheritance tax threshold is – and 24% believe it’s at a lower level than the actual £325,000 it’s currently set at.

Preferred Will Writers 26 Darby Road, Telford TF8 7DL T: 0843 1760780 E: info@preferredwills.co.uk

www.preferredwills.co.uk

Karen Babington of Preferred Will Writers based in Telford warns people aren’t seeking the advice, when it comes to inheritance tax.

In fact, there’s no tax to be paid on estates valued at below £325,000 – but go above that and the tax rate is 40% (36% if the deceased has left 10% of their estate to charity).

Inheritance tax may, however, be mitigated with the right estate planning advice so if you believe your estate is worth close to or more than £325,000 it’s worth contacting a professional to help you with the sums and securing your family’s future.

until the courts decide who they should live with.

And with 24,000 children a year experiencing the death of a parent (source: charity Winston’s Wish) and one in five people dying intestate according to a 2015 YouGov survey, do you want to put your children in that situation?

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Feel secure in the knowledge there won’t be any family disputes or court battles over who cares for your children

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And, if you’re worth more than £250,000, be confident your children will receive their full inheritance

Preferred Will Writers 26 Darby Road, Telford TF8 7DL T: 0843 1760780 E: info@preferredwills.co.uk

www.preferredwills.co.uk

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Who will look after your children if you die?

It is a common assumption that your next of kin will be granted guardianship of your children should the worst happen. However if both a child’s parents die and there’s no valid will and therefore no appointed guardian children could be put in foster care until the courts decide who they should live with.

And with 24,000 children a year experiencing the death of a parent (source: charity Winston’s Wish) and one in five people dying intestate according to a 2015 YouGov survey, do you want to put your children in that situation?

Karen Babington of Preferred Will Writers based in Telford warns of the importance of making a will to safeguard your children’s future....

Writing a will allows you to:•

Decide who will look after your children should something happen to you

•

Ensure your children will be educated in the way you want them to be

•

Feel secure in the knowledge there won’t be any family disputes or court battles over who cares for your children

•

And, if you’re worth more than £250,000, be confident your children will receive their full inheritance

Address:

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Telephone: 00000 00 00 00 Email: info@editorassist.co.uk

Mailshots / Email shots Replace bland mailshots and emailshots with fresh, interesting and non-sales based information that customers and potential customers can engage with, encouraging responses from recipients and sharing of information with friends and family.

www.editorassist.co.uk

Blogs

Blogs are simply an opinion piece so don’t be afraid – a well-written and informative blog will position you as the voice of authority within your region.

Telephone: 00000 00 00 00

Address:

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Email: info@editorassist.co.uk

Presentations

Many will writers, estate planners and trust advisers attend regular meetings where they’re asked to present to groups of business people or consumers. Our five minute PowerPoint presentation can be completely branded under your company name and used at a time to suit you. It will help you achieve a polished and professional performance and transcripts can be distributed to the audience after the event.

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Breaking news, current affairs, case law Editor Assist will also send you ad hoc news items tailored to your area as and when they happen, including regulatory stories, budget bulletins and updates on recent court cases.

Telephone: 00000 00 00 00

Address:

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Email: info@editorassist.co.uk

Newsletters

We’ll provide a monthly newsletter for distribution to your existing and potential customers providing constant and consistent reminders to make that will, organise that LPA or find out more about trusts. We can also provide information on how to send emailshots to customers.

www.editorassist.co.uk

GETTING TO KNOW YOU AND YOUR BUSINESS Name Company Name Location Email address Tel number

Telephone: 00000 00 00 00

Address:

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Email: info@editorassist.co.uk

GETTING TO KNOW YOU AND YOUR BUSINESS

www.editorassist.co.uk

Telephone: 00000 00 00 00

Address:

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Email: info@editorassist.co.uk

www.editorassist.co.uk Telephone: 00000 00 00 00

EDITOR ASSIST ORDER FORM We are so confident that we will add value to your business through Editor Assist that you may cancel your monthly subscription at any time. Should you choose to take out a 12 month package there is a discount for a year’s supply of fantastic articles and content.

Address:

Email: info@editorassist.co.uk

Suite 5, Wright House, 67 High Street, Tarporley, Cheshire CW6 0DP

Name Company Name Location Email address Tel number

OUR AGREEMENT Contract between Solve Legal Ltd and the above for the provision of Editorial under the brand of Editor Assist to include:• Four topical consumer pre-written articles of 200 – 300 words branded under your company name to include the following subjects: wills, LPAs, trusts, probate, wills storage, digital wills, regulatory changes, inheritance tax, property prices, executors and disputed wills.

• • • • •

Mailshot /emailshot for existing and new customers Branded newsletter which can be printed out, emailed or included on your website Blog Five minute presentation which can be used in networking sessions and presentations Ad hoc news articles on subjects which affect your customers such as political changes and budget information

• Ad hoc related market research, including information about relevant court cases and outcomes During the licensed period Solve Legal Ltd allows you Agreed Distribution Area: exclusive rights to use the content provided for up to six months within the agreed distribution area namely Monthly subscription price

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per month

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Annual subscription price

£

which can be payable on a monthly basis

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Company Name Location Payable on 1st of the month preceeding distribution of the editorial programme.

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