For Financial Services Professionals
Estate Planning Software for Financial Advisers and Mortgage Brokers
Add a fully branded estate planning platform to your existing client relationships — wills, trusts and LPAs, connected to your own Stripe account, live in days.
Your clients need estate planning. You don't want to build a platform for it.
The Problem
Estate planning is rarely top of mind for your clients — until a mortgage completes, a protection policy is set up, or a life event forces the conversation. By then they've often gone elsewhere for their will, trust or LPA, and that revenue and relationship goes with them.
The Obstacle
Building a compliant will-writing platform for England & Wales, integrating secure document storage and handling payments isn't something a mortgage broker, IFA or protection adviser has the time, budget or appetite to build — and shouldn't need to.
Why It Fits Your Business
You already have the trust. We supply the platform.
Existing trusted relationships
Clients already trust you with their mortgage, protection or financial planning. Extending that trust to their will, trust or LPA is a natural next step, not a cold introduction.
Natural moments to ask
A mortgage review, a new protection policy or an annual financial review are all moments where estate planning belongs in the conversation — and where clients are receptive to acting.
Revenue without the overhead
Offer wills, trusts and LPAs under your own brand and take the revenue directly through your own Stripe account, without hiring, training or building anything in-house.
Built For The Way You Work
An estate planning platform for mortgage brokers and advisers
White-Labelled Website
We launch a fully branded estate planning website for your business — your logo, your colours, secured with HTTPS.
AI-Assisted Documents
Industry-leading document generation software for wills, trusts and LPAs, with an AI assistant on hand for estate planning queries.
Paid Directly via Stripe
Your revenue is paid to you directly via Stripe — Spark Solutions charges a single platform fee, nothing more.
One Plan, Everything Included
No tiers to navigate, no add-ons to negotiate
Every partner gets the full platform — the branded website, the document suite, Online Wills, the legal & probate partner, training and marketing — for a single monthly fee.