Why Work with a Professional?

• Comprehensive Estate Planning – A holistic approach ensures the entire estate is assessed before offering tailored recommendations.
  
  
• Understanding Family Dynamics – A professional can navigate complex family situations to provide suitable solutions.
  
  
• Established Client Trust – Your existing relationships with clients are respected and strengthened.
  
  
• Reduced Risk – Protects both you as the adviser and your client from potential pitfalls.
  
  
• Future-Proofing Relationships – Probate services create opportunities to maintain relationships with the next generation.
  
  
• Legal Accuracy – Wills must be properly signed and witnessed to be legally valid—an expert ensures this process is handled correctly.

Why Refer to APS?

By referring to APS, you’re ensuring your clients receive expert estate planning or probate services while benefitting from a seamless referral process and attractive commission opportunities.

The APS Advantage

1. Expertise You Can Trust

Our handpicked APS Associates are highly qualified, experienced professionals dedicated to delivering exceptional service. You can be confident that your clients will receive expert advice tailored to their individual needs.

2. Seamless Client Experience

Simply refer your clients to us, and we’ll take care of the rest. Our team will connect them with a trusted Associate who will arrange a free, no-obligation consultation, ensuring a smooth and hassle-free process.

3. Strengthening Your Client Relationships

We don’t just provide services—we help you build long-term client relationships. Our consultants often generate additional referrals for our introducers, creating opportunities for you to grow your business.

4. Earn Referral Commission

You’ll receive a commission for every successfully completed case, giving you a valuable additional income stream while providing your clients with high-quality estate planning solutions.

5. Tailored Partnership Opportunities

For those with a high volume of referrals, we offer bespoke referral packages designed to suit your needs. Whether you’re an independent advisor or a large firm, we can create a partnership that works for you.

Start Referring Today

Referring your clients to APS is simple, rewarding, and ensures they receive the expert support they deserve.

Interested in learning more? Contact our team today to discuss how we can work together, or if you’re ready to make a referral, complete the referral form below.

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