Corporate Benefits
Willcraft Estate Planning Corporate Benefit Proposal
Many Companies make use of an Employee benefit provision for their staff. Typically this will be in the form of a flex benefit or a voluntary benefit.
Willcraft Estate Planning offer a unique benefit to the employer who is looking to add further to their employee benefit package, whether a flex or a voluntary offering.
The ‘uniqueness’ is that unlike many products and services Will writing can be used by all members of an organisation to provide protection for their families and their assets.
Why choose Willcraft Estate Planning to partner with?
Willcraft Estate Planning are an incorporated legal practice based in Perth Western Austrlaia.
Our team have over 30 years experience in the financial and legal services arena.
Willcraft’s strengths, in addition to their length of experience in the industry, are their ability to partner with, and provide their services to, large organisations in a variety of settings and circumstances.
Willcraft’s clients in the UK include, Marsh, Sainsburys, Logica, BT, Asda, General Dynamics, Price Waterhouse Coopers, Goldman Sachs, Arup, Schlumberger and over 300 other companies of various sizes.
The Benefits of partnership with Willcraft Estate Planning:
The Willcraft brand is a recognised provider of Will writing services to the corporate and employee benefit market.
The services offered by Willcraft are Will writing, Care home fee and Property Protection planning, Probate, Enduring Power of Attorney and Guardianship, Advanced Health Directives (Living wills), storage of documents and a variety of associated legal services.
The delivery of the service is flexible and easily adaptable to a corporate partner’s current processes and procedures. Services range from a simple and economic on-line will service up to an executive/director level package.
With their experience in the corporate environment Willcraft understand that there is a need for an empathic and holistic approach to these relationships and this approach has been contributory to the success of the current relationships. When dealing with other companies clients and employees it is vital to approach them in a professional manner and maintain the highest standards of service.
Willcraft have the ability to deliver their services throughout (Western) Australia and have a network of professionally trained data collectors and HQ team to do this.
Client feedback is obtained through experience surveys and Willcraft are constantly reviewing their processes and systems in order to achieve a maximum benefit, minimum input result for the Companies they partner with.
The benefits of providing this service to both clients, and employees, also contributes to an enhanced reputation for the corporate partner providing it.
Features of Willcraft’s corporate partnerships:
On appointing Willcraft Estate Planning as the benefit or service provider, the objective will be to offer a range of delivery methods to the partner in the following ways:
- To align Willcraft’s provision of services with the partner company’s systems and procedures
- To co-brand literature if appropriate
- To co-ordinate staff briefings and training sessions, if applicable
- To offer flexible arrangements for client contact, e.g. online, telephone, home or work visit
- To discuss preferential rates for the partner’s employees
- To provide detailed reports to the company partner, including key performance indicators such as conversion rates, fee levels and client feedback
- A self invoice option is available, if appropriate
Implementation:
In the main there would be 3 stages of implementation.
- Discuss with the Corporate partner the pilot area, the branches/outlets involved and the time scale for the pilot
- Initiate staff briefings on the purpose and objective of the new services and relationship
- Review the pilot period and proceed to a ‘roll out’ plan with dedicated Willcraft specialists being allocated to a number of branches/outlets throughout WA (if applicable)
In the majority of situations Willcraft, working in tandem with the corporate partner, will assist and carry out training, briefings of both Willcraft personnel and the corporate partner’s managers in order to achieve the goal of maximum benefit for the corporate partner with minimum input and disruption.
This document is designed to give an indication of the variety of ways this service can be delivered and why Willcraft Estate Planning is well equipped to provide this.
For further information and an initial discussion please contact our Head Office on 08 9368 1337 or alternatively you can send us an email.
