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All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.
Marketing communications and Client Booking Service provided by James McKenzie, ensuring HR’s workload for the promotion of the benefit is kept to a minimum
Educational seminars, road shows and webinars offered to employees
Professional & efficient service with employees met at their offices or homes
Inheritance tax advice offered to all clients
Advice given on all potential scenarios so the Will is as ‘future proofed’ as possible
James McKenzie do not act as Executors, potentially saving family members unnecessary legal fees after death
We work with many of the leading Benefit Provider companies, most often as their preferred Will Writing supplier. If you are a Benefit Provider and would like to add our services to your roster, we would love to hear from you. Click here and we will be in touch.
If your company uses a Benefit Provider platform, ask about James McKenzie’s services for your employees.
We work closely with both the Providers and their clients to ensure maximum training and education on the benefit. We also offer be spoke marketing solutions to launch or support your ongoing Will Writing benefit service.
Many companies are now also offering the full suite of services: