Trust wills opportunity Target the large UK market of adults with unplanned or outdated Wills by offering trusted Will and Trust Will services that help minimize care fees, positioning as a proactive estate planning partner.

Powers of attorney Promote Lasting Powers of Attorney and related documentation to individuals and small businesses to secure ongoing governance and protection, tapping into aging demographics and business owners seeking continuity planning.

B2C expansion Leverage consumer-focused outreach to increase Will reviews and updates within the past five years, using educational content and simple online onboarding to convert awareness into paid estate planning services.

Partnership potential Explore partnerships with law firms, financial planners, and care facilities to joint-sell Trust Wills and POA services, expanding reach through trusted referral networks.

Scale-ready ops Invest in scalable digital marketing and self-service tools to handle high-volume inquiries from a 1000+ employee firm, enabling efficient onboarding and consistent revenue growth in the UK market.