Heritage
All your estate, financial and mortgage planning services, in one place.
Heritage links advisers with trusted specialist providers โ so every client gets joined-up, every introduction is tracked, consented and rewarded.
From wills and trusts to tax, powers of attorney and probate, mortgage and protection, financial planning, Heritage brings the whole planning journey together. Advisers refer in a few clicks and get paid for it. Providers receive qualified, ready-to-act introductions. Clients get a seamless service from people they trust.
One account. Both roles available. No subscription.
Who we are
A platform to connect and support advisers and providers
Heritage began with will writing, but estate planning is never just one document. Real protection joins up wills, trusts, lasting powers of attorney, tax planning and probate, mortgage and financial planning. Heritage is the platform that connects the advisers who know the client with the specialist providers who deliver each part โ under one roof, with trust, transparency and compliance built in.
Trust by design
Every adviser and provider is verified against the relevant register or professional body before they join.
Transparency by default
Real time case updates available to advisers and providers alike.
Compliance built in
Consent, disclosure and audit logging are part of the workflow, not an afterthought.
How it works
Refer. Connect. Earn.
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01
Advisers refer
Match your client to the right provider in a few clicks.
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02
Providers deliver
A verified provider accepts the qualified introduction and gets to work, within agreed response times.
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03
Everyone benefits
The provider pays a referral fee to Heritage, Heritage passes a share of the fee to the referring adviser. Provider gets increased business.
One account, both roles
Refer as an adviser, deliver as a provider โ from a single account.
Many professionals do both. An accountant might refer a client to a solicitor one day and accept an accounting referral the next. Heritage lets a single account switch between the two roles, so members never sign up twice: you earn when you refer, and pay a referral fee when you receive โ each case treated on its own terms.
As an adviser
- Refer clients to the right specialist in minutes
- Track every introduction from referral to completion
- Earn a share of the referral fee on every completed case
- Stay in control โ you decide who you refer and to whom
As a provider
- Receive qualified, consented introductions from advisers
- Pay only when you connect โ no subscription
- Manage quotes and enquiries within agreed service levels
- Stand alongside other verified professionals
For advisers
Join free. Refer with confidence. Get paid.
Whether you're a will writer, estate planner or allied adviser, Heritage turns the introductions you already make into a transparent income stream โ with no subscription and no upfront cost.
Join as an adviser-
Free to join
No monthly fee, no tie-in. Register and start referring immediately.
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Get paid for referrals
Earn a share of the referral fee the provider pays on every successful introduction.
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One place for the whole journey
Wills, trusts, tax, LPAs, probate, mortgage, financial planning โ all in one place.
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Track every case live
Real-time status from introduction to completion. No chasing.
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Stay sharp
Training, CPD and credential verification built into the platform.
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Qualified, consented leads
You see client details only after consent and disclosure are confirmed โ no cold leads, no wasted time.
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Pay per referral, not per month
A simple referral fee on the introductions you accept. No subscription.
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Manage enquiries and quotes
Respond within agreed service levels, with prompts that keep timings honest.
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A verified network
Stand alongside other checked professionals with the relevant verification badge on your profile.
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Grow your client base
Reach advisers right across the holistic-planning ecosystem โ wills, tax, mortgage and beyond.
For providers
Qualified, consented introductions โ pay when the transaction completes.
Heritage sends you clients who are ready to act and who have consented to the introduction. No cold leads, no wasted time.
Join as a providerWhat's on the platform
Everything the planning journey needs.
Referral & Matching
Introduce clients to solicitors, accountants and probate, mortgage and financial specialists. Multiple matched providers, not a single pre-set supplier.
Smart Dashboards
Role-based views for advisers and providers, each seeing only what they're permitted to โ cases, fees and status in one place.
Training & CPD
Foundational guidance and premium courses to keep you qualified and competitive. Credential verification built into onboarding.
Technology
Guidance on various industry software across the ecosystem.
Professional Certification
Membership and credential verification built into onboarding. Your verification badge appears on your profile from day one.
Our network
A hand-picked, verified network.
We don't list everyone โ we verify everyone. Each provider is checked against the appropriate register or professional body before joining, with the relevant verification badge shown on their profile.
Solicitors
SRA-regulated firms specialising in estate planning, trusts and probate.
Accountants & tax advisers
Qualified professionals for estate and inheritance-tax matters.
Mortgage & protection advisers
Qualified professionals for mortgage and protection advice.
IFAs & pension specialists
FCA-regulated professionals for financial advice.
Probate & estate administration
Specialists supporting clients through estate administration.
Training & CPD providers
Recognised providers for ongoing professional development.
Membership & self-regulatory bodies
For credential verification and standards.
The bigger picture
One ecosystem for holistic planning.
Financial and estate planning today is a relay race where the client โ the baton โ too often gets dropped between will writer, solicitor, accountant and probate specialist, mortgage and financial advisers. Heritage is the smooth handover: one consent-aware network that keeps the client moving and every professional informed, across the full lifecycle of planning.
Advisers reach more specialists. Providers reach more clients. Clients get a joined-up service from people they trust.
"Estate planning can often look like a relay race where the baton โ the client โ gets dropped between professionals."
Earn
Turn the referrals you already make into income.
With Heritage there is no subscription and no catch. The provider pays a referral fee to the platform โ and you receive your allocated share.
Free to register
No monthly fee, no subscription. Ever.
Earn on every completed case
A share of the referral fee the provider pays goes to you.
You control the introductions
Choose which clients you refer and to which providers.
Full disclosure
Your client is always told when a referral fee applies โ SRA and FCA compliant.
Support
A real team behind the system.
From the day you sign up โ onboarding, verification, day-to-day questions and case queries. Support scales from sole advisers to multi-office firms.
Talk to the teamOnboarding
We guide you through verification and setup, so you can start referring straight away.
Day-to-day help
Questions about a referral, a case or the platform โ we're available and responsive.
Case queries
If something needs attention mid-case, we're on it โ so neither you nor your client is left waiting.
Scales with you
From sole traders to multi-office firms, support matches the size of your practice.
Ready to bring your planning network together?
Join free as an adviser, or partner with us as a provider โ and start connecting today.