Build Your Estate Planning Business with Confidence
Professional | Practical | Personal
MK Consultancy helps new estate planners and will writers set up compliant, professional businesses from day one.
Overview: A focused review for individuals who want clarity and direction before taking the next steps in their business.
New Business Setup Audit
Overview: A structured program guiding you through every step of setting up a compliant estate planning business.
8-Week Estate Planning Business Launch Mentoring
Overview: Hands-on support to help you set up your systems, processes, and compliance efficiently.
Done-With-You Estate Planning Business Setup
Hi, I’m Michelle, founder of MK Consultancy. I have over 20 years’ experience in estate planning and legal services. I created MK Consultancy to support professionals entering this industry, helping them avoid costly mistakes, stay compliant, and build a professional, client-ready business from day one.
My approach is professional, practical, and personal – you’ll never feel like just another client.
Professional, warm, and straightforward. You’ll get honest guidance, clear next steps, and consistent support – no fluff and no unnecessary complexity.
Professional but personal approach – you’re never treated like a number.
Supportive and practical mentoring Clear, jargon-free guidance Structured system from “starting out” to “ready for clients” Experience in estate planning requirements, compliance, and workflow setup Professional but personal approach – you’re never treated like a number
I cannot recommend MK Consultancy enough. They turned a chaotic launch phase into a structured, manageable process. Their strategic insight gave me the confidence I needed to move forward, and the systems they helped me put in place are still driving my business success today.
New Business Setup
Lara Hutchinson
The mentoring provided by MK Consultancy was practical, supportive, and completely tailored to my specific needs. Instead of generic advice, I received targeted guidance that addressed my unique challenges. Thanks to their support, I now feel fully equipped and ready to serve my clients with true professionalism.