Meet your sponsors
When it comes to estate planning, time spent on client relationships should never be sacrificed for admin. That’s where YEPP comes in.
Built by estate planners for estate planners, YEPP is a powerful CRM designed to make the process seamless. We know the frustrations of juggling paperwork, managing client data, and staying on top of every detail. Our platform frees up estate planners to do what they do best: focus on clients. With YEPP, consultants can simplify workflows and boost efficiency while delivering the quality service clients deserve. From secure field consultant instruction taking to streamlined client management with YEPP, we're here to support a smoother, more efficient business model. Integrations with leading software providers such as WillSuite, Calendly & Xero - we save you the double data entry you hate. Whether you’re a sole practitioner or part of a larger team, YEPP empowers you to operate at your best, save valuable time, and elevate your business.
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.
The Society of Will Writers was founded in 1994 by former Director General, Brian McMillan and 4 other business owners. The Society has since grown to become not only the largest but also the leading self-regulatory body governing Will Writers and Estate Planners alike. We have over 1,700 members across the UK, Central Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
To promote to the public at large the real need and sense in having a valid Will;
To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
Best is the Best. Full Stop.
The Best Foundation is a membership body for estate planning professionals. We aim to improve the sector by accepting only the best as our members.
Best came from the idea that we are the British Estates Succession and Trust Practitioners – the ‘BEST.’
The Best professionals providing the Best advice.
The Best foundation is a non-profit organisation acting as a professional membership body for modern, forward thinking Estate Planning professionals and firms.
Not only do we offer the Best support for our members, but the public can also be assured that any Best member is a trusted professional who is reliable, experienced, and suitably qualified to take their instructions.
Your event compere: Dan Temple. Human Factors specialist.
Better business performance through Human Factors Training:
Dan and his team at Cobalt have been involved in the last two Legal Growth Conferences. Not only will Dan be compèring the event for us but he’ll also be sharing some of his knowledge on the 4 P’s of Organisational Performance.
That’s Cobalt’s bread and butter - getting the best out of people and making sure that organisations have cohesive teams working to hit strategic targets. They do this through training, facilitation and auditing.
Speak to Dan at the event. He’s a big fan of rugby, and advocate for mental health and has lots of interesting stories to share.
Life is complicated enough; HR doesn’t need to be.
Achieve success for your business and your people with straightforward HR.
Lots of law firm have employment law specialists and HR departments, but for those that don’t, speak to us. If your an estate planning firm and you’re growing then let’s have a chat about how we can help.
We’ve been to both of the last two Legal Growth Conferences and have thoroughly enjoyed chatting to everyone. We’re back for a third year and look forward to seeing some familiar faces as well as some new ones.
