Mortgages

Just Mortgages partners with Co-op Legal Services to support estate planning – The Intermediary


Just Mortgages has partnered with Co-op Legal Services to provide clients with a free wills and estate planning legal review.

The legal service will broaden the range of estate planning solutions to include trusts, inheritance tax planning and the protection of assets through a lasting power of attorney.

Research conducted by YouGov for Co-op Legal Services found that only 28% of adults claim to have a will.

The National Will Society found that 42% of UK adults have not spoken about what should happen to their estate upon their passing.

Carl Parker, national director at Just Mortgages, said: “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.

Jonathan Appleby, head of corporate partnerships at Co-op Legal Services, added: “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.”

Both divisions have access to in-house training and day-to-day support across all areas including sales, marketing and compliance.

For more complex needs or wider financial advice, Just Mortgages will refer clients to Just Wealth, its sister firm and financial advice arm.



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