Vision Media Group
Estate Planning Platform Consultant (Self-Employed)
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Role: Estate Planning Platform Consultant / Client Facilitator
Location: Remote / Field-based (Home visits or Video support)
Model: Self-Employed / Commission-Based
Platform: Future Legacy Trust (Self-Service Legal Tech)
To act as a professional guide for clients using the Future Legacy Trust self-service platform. Your goal is to simplify the user’s journey, provide technical guidance on complex estate structures, and ensure they feel confident completing their own legal documents online. You don't write the Will—you empower the client to protect their legacy.
Duties
- Platform Facilitation: Guide clients through the self-service online form, explaining legal terminology and platform features in plain English.
- Complex Strategy Guidance: Identify when a client’s situation requires more than a basic Will (e.g., Discretionary Trusts for IHT planning or Protective Property Trusts) and explain the benefits of these "add-on" modules.
- Onboarding Support: Assist less tech-savvy clients in setting up their accounts, 2FA, and navigating the dashboard.
- Compliance Oversight: Briefly review the client’s self-completed data for obvious logical errors before they finalise (e.g., "You’ve mentioned a property but haven't allocated it in the assets section").
- Lead Generation: Build a local network of referrals (Mortgage Brokers, Financial Advisors, etc.) to drive users to the platform using your unique Partner Link.
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Commission & Earning Structure
You earn a pre-agreed commission on every Self-Service Completion and Module Upsell triggered through your unique partner portal. Your Commission Up to 40% of book site
Candidate Requirements
- Tech-Native: You must be highly proficient with the Future Legacy Trust platform to troubleshoot user issues in real-time.
- "Soft" Consultative Skills: Ability to build trust quickly. You are a guide, not a typist.
- Sales Aptitude: Comfortable explaining the value of the Trust and Solicitor-review modules.
- Independence: As a self-employed partner, you manage your own marketing, lead flow, and schedule.
- Legal Awareness: Basic understanding of UK 2026 estate laws (IHT, Nil-Rate Bands, TRS registration).
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"Self-Service" Workflow
- The Intro: You provide the client with your unique Future Legacy Trust partner link.
- The Session: You sit with the client (digitally or in-person) while they fill in the form. You answer questions like "What is a Residuary Beneficiary?"
- The Upsell: You explain how the Trust module can save them 40% in tax. They click "Add to Cart."
- The Hand-off: The user completes the payment on their own device.
- The Payout: The platform automatically attributes the sale to you. Your commission is released after the 14-day cooling-off period.
Support & Training
- Accreditation: You will complete a "Platform Mastery" course, which includes your own Personal Will.
- Marketing Kit: Access to digital banners, QR code flyers, and social media templates.
- Back-office: We handle all the server hosting, document generation, and 2FA security
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