Mortgage News
Just Mortgages teams up with Co-op Legal Services on wills and estate planning
National broker firm Just Mortgages has partnered with Co-op Legal Services to offer clients free wills and estate planning legal review.
The legal service will allow Just Mortgages’ brokers to support clients with a broad range of estate planning services.
This includes standard wills, along with trusts, inheritance tax planning and the protection of assets through a lasting power of attorney.
Within the estate planning review process, if a “particular need” is identified, then Just Mortgages and Co-op Legal Services can assist.
For complex needs or wider finance advice, Just Mortgage can refer clients to sister firm Just Wealth.
Earlier this year, the firm said that the referral portal had referred over 750 clients for wider financial advice since it was launched in September.
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Carl Parker (pictured), national director at Just Mortgages, said: “When a loved one passes away without a will or robust estate planning, it can take a considerable amount of time to resolve their financial affairs. Worryingly, though, this is a very real scenario facing the majority of UK adults. This important partnership with Co-op Legal Services will support our brokers in identifying and answering those important needs and helping to deliver real peace of mind to families.
“Our brokers have had real success in helping clients to ensure they have a will in place. This partnership will further strengthen our skills in estate planning to provide the best possible service we can to our clients across the country. We look forward to working closely with the team at Co-op Legal Services.”
Jonathan Appleby, head of corporate partnerships at Co-op Legal Services, added: “We are incredibly proud to partner with the team at Just Mortgages. We look forward to working closely with their advisers and to support their customers with estate planning solutions [that] will help protect their wealth now and in the future.
“Partnering with a respected national brokerage such as Just Mortgages is an important part of our mission to ensure that regulated and affordable legal services are accessible to all.”