Referral Partners Welcome

Partner with the New Standard in Estate Planning

Your clients deserve more than a cheap and simple Will that leaves them vulnerable. We provide complete family protection with transparent pricing - so you can refer with confidence, not concern.

Fixed-fee pricing
Complete protection
White-glove experience

Complete Estate Planning Specialists

Not basic wills, full family protection

£

Transparent Fixed Pricing

One price, zero surprises, no hourly billing

Co-Marketing Support Included

Branded materials, joint webinars, partner portal

The Referral Dilemma

You've Sent Referrals to Estate Planners Before.
How Did That Go?

Hidden Fees

"£150 will" becomes £2,500 after consultations, revisions, and trust add-ons. Your client feels ambushed, and you look bad.

Incomplete Protection

Basic wills without LPAs, trusts, or tax planning. Your client thinks they're covered… until probate proves otherwise.

Poor Experience

Confusing jargon, slow turnarounds, unresponsive service. Your hard-earned trust gets eroded by their mediocrity.

Your reputation is tied to who you refer. We protect both your clients AND your credibility.

Why Nisa Estate Planning

We Do Estate Planning the Way You'd Want It Done

Complete Protection Upfront

We don't upsell trusts and tax planning later, it's all included from day one. Your clients get comprehensive family protection, not a cheap will that creates future problems.

£

Fixed, Transparent Pricing

One price. No hourly billing. No surprise invoices. Your clients know exactly what they'll pay before we start: £4,997 for complete family protection. And unlike traditional firms, we downsell if certain products aren't needed.

Plain English, Not Legalese

We translate complex legal structures into everyday language. Your clients actually understand what they're signing - no jargon, no intimidation, no confusion.

White-Glove Experience

Fast responses, clear communication, seamless process. We make you look good by treating your referrals like VIPs, because they are.

Who We Partner With

Built for Professionals Who Serve Families, Entrepreneurs & Wealth Builders

IFAs & Wealth Managers

Your clients are building wealth, or have already built it. We help HNW/UHNW individuals protect and transfer portfolios efficiently. From £2M estates to generational wealth structures, we're the estate planning complement to your financial planning conversations.

Solicitors (Non-EP Specialists)

You handle conveyancing, family law, or commercial work, we handle estate planning. Refer with confidence to specialists who won't compete for your other services.

£

Accountants & Tax Advisors

Your clients ask about IHT, we provide the trusts and structures. Seamless collaboration on tax-efficient estate strategies.

Mortgage Brokers

Homebuyers need wills and LPAs. We turn "congratulations on your new home" into "congratulations, your family is now protected."

[Professional Partnership Image]
Handshake or collaborative workspace
What You Get

More Than Referral Fees, A True Partnership

Generous Referral Compensation

Competitive commission structure that rewards quality referrals (details shared on discovery call)

Co-Branded Marketing Materials

Client-facing brochures, PDFs, and email templates with your branding alongside ours

Dedicated Partner Portal

Track referrals, access resources, download marketing assets, all in one place

Priority Client Handling

Your referrals get fast-tracked. We know your reputation is on the line.

Joint Educational Events

Co-host webinars, workshops, or seminars for your client base (optional but available)

Transparent Reporting

You'll always know the status of your referrals, no black box, no ghosting

Simple Process

From Application to Active Partnership in 3 Steps

1

Discovery Call

We discuss your client base, referral patterns, and partnership goals. No pressure—just exploring fit.

30 minutes
2

Setup & Onboarding

We create your partner portal, co-branded materials, and referral tracking system. You get trained on our process.

1 week
3

Go Live

Start referring with confidence. We handle your clients like they're our own—because to us, they are.

Ongoing
Our Commitments

What Drives Every Partnership We Build

🤝

Your Reputation First

Every client you refer becomes an extension of your brand. We protect your credibility like it's our own—because when you win, we win.

💎

No Corners Cut

We don't do shortcuts, cheap wills, or incomplete plans. Premium service, complete protection, transparent pricing—every single time.

🔒

Built to Last

This isn't transactional—it's relational. We're building partnerships that grow over years, not quarters. Your success is our long game.

Limited Partnerships Available

Ready to Refer with Confidence?

Join a select network of professionals who trust Nisa Estate Planning with their most valued relationships.

Apply for Partnership

No upfront costs. No commitment required to explore partnership.

White Glove Service
Fixed Transparent Pricing
Priority Partner Support