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We need your help to start a revolution in Estate Planning. Join a community of like-minded professionals who want to be the BEST. #MoreThanABadge

Our mission is to empower excellence in Estate Planning whilst elevating client experiences. We want to educate and inform the public to the benefits of making a Will, whilst providing a genuine support mechanism to our members.

Drive genuine change – This is your chance to be a part of our national education to increase the uptake of Wills and other Estate Planning tools amongst the British public.

Sign up today to become a member and get started

Don’t miss out. Join the revolution.

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Digital transformation.
No more quills and parchment.

List your business on the UK’s newest Estate Planning Directory with your own microsite to advertise your business as well as a whole host of other benefits.

No Headquarters, no office and not-for-profit.

Your membership fees will be used for marketing to help the public find the best Estate Planners and to further the offering of the Foundation.

We believe in innovation and utilise the latest software and technology. We are a fully paperless and digital organisation.

Your own unique microsite – Get yourself on the map.

As part of your membership, you will appear on the BEST Foundation’s directory and map search that connects the general public with their BEST Estate Planning match based on search criteria.

We will deliver an optimised digital presence, allowing users to find you!

Free monthly CPD Training & Workshops

We believe the only way to be the best, is to invest in effective professional development. Therefore, the Foundation offers free monthly CPD training and workshop sessions for all membership tiers, focused on best practices so that Foundation members can maintain a sustainable and competitive advantage.

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Your page performance data at the touch of a button.

With your new digital presence, you can quickly visualise your microsite’s performance when logged into the easy-to-use dashboard.

It is simple to edit and view your microsite, manage and upgrade your account and access a host of resources.

Sign up for Membership

Tiers of Membership

Don’t miss out. Sign up today and join the revolution. #MoreThanABadge

Mentee

  • Access to an experienced Best Foundation member to support you in the early days of your Estate planning career and answer any questions you might have.

Independent Member

  • Regular CPD Sessions
  • Annual Conference
  • Use of BEST independent Member Logo
  • Assistance with growing business
  • Support
  • Directory Listing
  • Member Page
  • Member dashboard & statistics
  • Evidence Required
  • Multiple members
  • Exclusive Partnerships
  • HR tools
 £10 per month

Corporate Member

  • Regular CPD Sessions
  • Annual Conference
  • Use of BEST independent Member Logo
  • Assistance with growing business
  • Support
  • Directory Listing
  • Member Page
  • Member dashboard & statistics
  • Evidence Required
  • Multiple Members
  • Exclusive Partnerships
  • HR tools
 2-50 Members £6.25 per member per month 51-100 Members £5.50 per member per month 101+ Members £3.75 per member per month
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More from this section

Types of Membership
Continuous Learning Requirements
Member Requirements
Development Pathway