Estate Planning Business Services | MK Consultancy
Discover mentoring and support for new estate planners and will writers. MK Consultancy helps you set up compliant systems, streamline processes, and launch your business confidently.
Our Estate Planning Business Services
MK Consultancy offers structured mentoring and practical support designed specifically for professionals entering the estate planning and will writing industry. Every service helps you set up your business properly, stay compliant, and build confidence in your processes.
Services
• 60–90 minute 1:1 consultation
• Full review of your current setup
• Personalised action plan with clear next steps
• 7 days of follow-up email support
Best For:
Individuals who want guidance but prefer to implement independently.
A focused review for individuals who want clarity and direction before taking the next steps in their business.
1. New Business Setup Audit
What We Cover
- Business structure, registration & branding
- Compliance guidance (ICO, GDPR, DBS)
- Financial setup: banking, software, insurance
- Document storage & workflow systems
- Templates & client journey setup
- Marketing foundations & website planning
- Launch planning & business metrics
What’s Included
- Weekly 1:1 mentoring sessions (60–90 minutes each)
- Email support throughout
- Full business setup checklist
- Template pack
- Custom website guidance
- Access to operational SOP examples
A structured program guiding you through every step of setting up a compliant estate planning business.
2. Estate Planning Business Launch Mentoring (8-Week Program)
Additional Support Includes
• Compliance and operational guidance
• CRM setup & structuring
• System organisation & template installation
• Business plan and 12-month forecast
• Review of initial client files
Best For: Those who want personal guidance and practical implementation support.
Hands-on support to help you set up your systems, processes, and compliance efficiently.
3. Done-With-You Estate Planning Business Setup
Ongoing Support (Optional)
- File reviews
- Continued guidance on compliance and processes
- Strategy and business growth advice