Committing to the integrity of your practice
promotes customer-centric values and credibility
Turn admin time into client time with support behind the scenes
Adhere to standard procedures and rules set out by your self regulatory organisation
Audits by a compliance officer support you in ensuring all of your files are correct and precise
Have confidence in your procedures with guidance and access to pre-built templates
Maintain high standards of practice and protect your business in the event of industry changes
With all eyes on the unregulated side of the estate planning industry, it’s important now more than ever to ensure your practice is nothing less than your very best. Nick Ash, founder of successful estate planning firm W&P Legal, has a notable reputation in the industry and recognised the need for estate planners to have clear direction with compliance, business processes and competency in order to succeed in what is already a tough market.
W&P Professional Services is a tool estate planners can tap into for advice, guidance, recognition of success and identification of areas requiring improvement.
We are the first to offer a compliance and support service designed solely for estate planners.
Our plans have been constructed based on feedback and surveys taken by estate planners.
W&P Professional is led by industry-leading professionals with a reputable core business
We get to know you and your business and you get to decide the level of support you need from us.