Just Mortgages teams up with Co-op Legal Services for estate planning

Published on

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

The new legal service will enable brokers at Just Mortgages to support clients through a range of estate planning solutions. This goes further than just standard wills and includes trusts, inheritance tax planning and the protection of assets through a lasting power of attorney. If the review identifies a particular need, Just Mortgages and Co-op Legal Services will be able to support.

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

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 which 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.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Financial stress figures put customer vulnerability checks in focus

Financial services firms should take a more proactive approach to identifying customers who may...

Stamp duty blamed as home moves fall to once every 21 years

Stamp duty is deterring millions of people from moving home and restricting opportunities for...

Plug-in solar panels pose new insurance risks for property sector

Insurers, brokers, landlords and property owners have been urged to assess the risks presented...

Pepper Money reduces residential and buy-to-let rates

Pepper Money has cut rates across its residential and buy-to-let mortgage ranges and launched...

Barclays to launch 24-hour fast-track remortgage service

Barclays is to introduce a fast-track remortgage service that could provide eligible borrowers with...

Latest publication

Other news

Financial stress figures put customer vulnerability checks in focus

Financial services firms should take a more proactive approach to identifying customers who may...

Stamp duty blamed as home moves fall to once every 21 years

Stamp duty is deterring millions of people from moving home and restricting opportunities for...

Plug-in solar panels pose new insurance risks for property sector

Insurers, brokers, landlords and property owners have been urged to assess the risks presented...