At the BEST Foundation we aim to cater for all the Best Estate Planning professionals from one man bands to large Estate Planning companies.
Whether you are an independent advisor or are part of a large network of advisors the BEST Foundation has an appropriate membership plan for you.
Membership of the BEST Foundation can be obtained through related qualifications, experience, or a combination of experience and qualifications.
Applying for Affiliate Membership
Affiliate membership is available for those who are newer to Will writing and estate planning with between 12-24 months experience. This membership is the route to full membership, offering most of the benefits of BEST membership, excluding access to our Client Guarantee. After 12 months as an Affiliate, fill independent or corporate membership can be applied for.
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Applying for Associate Membership
Associate members are those who work in estate planning offering linked services, such as genealogists, capacity assessors, probate services and accounts. We offer membership to all those offering services linked to estate planning and this tailored membership tier offers a home to those offering associated products/advice.
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Applying for Independent Membership
Independent membership is for sole practitioners offering Will writing services. You will receive your own listing on our website and will be able to use our logo, (once your application has been approved), on your own stationery, email footer and social media.
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Applying for Corporate Membership
If you run, or are part of a company / network of Estate planning professionals with more than two years of experience wishing to apply for membership then you will need to apply for Corporate membership. To qualify for Corporate Membership, all employees or representatives of the company who take instructions for estate planning documentation from clients must qualify for full membership via one of the above available routes.
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Development Pathway…
The BEST Foundation’s Development Pathway is a dynamic initiative designed to foster growth, collaboration, share insights and experience and drive the levels of professional development within the Estate Planning industry. Our goal is to create a supportive program where both aspiring and seasoned estate planners can thrive.
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Applying for Fellow Membership…
You, or the Company, can apply to become a Fellow Member if you are a member of the Foundation for an ongoing period of 5 years.
Alternatively the Advisory Board may invite you to take up Fellow Membership demonstrating your commitment to the aims of the Foundation.