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Excellent
4.5 out of 5 based on 9,792 reviews
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Our customers say
Excellent
4.5 out of 5 based on all reviews
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Why Partner With Jubilee?

Expertise You Can Trust

Our experienced team has deep knowledge across:

Your clients receive regulated, accurate and up-to-date guidance delivered with care, clarity and professionalism.

Why Partner With Jubilee?

Expertise You Can Trust

Our experienced team has deep knowledge across:

Your clients receive regulated, accurate and up-to-date guidance delivered with care, clarity and professionalism.

Contact Information

Phone

0333 577 9774
Mon-Fri, 9am-5pm

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A Personal, Client-First Approach

Unlike many will-writing firms we never simply send documents in the post without explanation.

Every client receives:

This hands-on approach increases client satisfaction and reduces the likelihood of disputes or rewrites.

Let’s explore how we can work together.
Whether you handle individuals, families, business owners or property investors, we can tailor a partnership that fits your organisation’s values and goals.

Market-Leading Software & Document Quality

Jubilee uses proprietary estate planning software designed to remove errors, enhance accuracy and produce legally robust documents consistently. This means your referrals receive the same high standard every time with no guesswork & no inconsistencies.

Joined Up Planning for Complex Cases

We specialise in supporting clients whose circumstances require:

Your firm can rely on us to handle sensitive cases with precision, professionalism and empathy

A Trusted Referral Partner

We currently partner with Access Financial Services working closely with their advisers nationwide to support client estate planning as part of a seamless financial journey. We welcome partnerships with:

Accountants

Integrate estate planning with tax planning

Solicitors

Complement your legal services with specialist Will & Trust drafting

Estate Agents

Support clients selling or purchasing homes

Mortgage Brokers & Later-Life Lending Advisers

Enhance client protection alongside financial recommendations

IFA & Wealth Managers

Strengthen intergenerational planning strategies

Revenue Opportunities for Your Organisation

Partnerships can be structured to:
We offer flexible models depending on your business type.

Compliance, Transparency & Professional Integrity

Your reputation matters and so does ours.

Every case we handle is managed with:

Your clients will always feel informed, respected and supported.

Who We Partner With

We welcome collaboration with businesses including:

Supporting inheritance, wealth retention and succession planning.
Providing specialist Will & Trust drafting alongside your legal services.
Enhancing the home-buying/selling journey with secure future planning.

Including our ongoing partnership with Access Financial Services

Delivering complete life-cycle planning for families and individuals.

If protecting clients and strengthening your offering is important to you Jubilee is the perfect partner.

Who We Partner With

We welcome collaboration with businesses including:

Supporting inheritance, wealth retention and succession planning.
Providing specialist Will & Trust drafting alongside your legal services.
Enhancing the home-buying/selling journey with secure future planning.

Including our ongoing partnership with Access Financial Services

Delivering complete life-cycle planning for families and individuals.
If protecting clients and strengthening your offering is important to you Jubilee is the perfect partner.

What Our Clients Say

Real stories from families we’ve helped protect their legacy.