Marketplace

James McKenzie Wills

We offer comprehensive support and expert advice for employees at every life stage, delivered by fully employed professional consultants. Our services are provided on a fixed-fee basis, ensuring no hidden costs—employees only pay for the services they choose. Additionally, we offer free, tailored marketing support, including webinars, flyers, posters, and participation in company-hosted roadshows and benefit events whenever possible.

Assets and wishes protected

Our focus is on people’s financial and emotional well-being by ensuring our clients’ assets and wishes are protected. We empower individuals by providing them with the tools and knowledge to make informed decisions about their future. Our business is built on trust and integrity, ensuring that our clients feel secure and confident in the services we provide. Our goal is to make a positive impact by offering webinars and resources to educate people about the importance of will-writing.

 

 

 

 

Will Writing -We provide Will Writing for employees in England, Wales, Scotland, Northern Ireland and Republic of Ireland. Services include bespoke Single and Mirror/Joint Wills in Standard or Advanced format.

Lasting Powers of Attorney-We have a specialist in-house Lasting Powers of Attorney team to guide employees in England through the process and liaise with the Office of Public Guardian for a seamless process.

Pilot Trusts-We provide step by step guidance and advice for employees in England with high levels of death in-service benefits or who wish to leave a legacy for future generations.

Will Storage and Amendments-We ensure that Wills are stored securely onsite in water and fireproof safes. If employees opt to store with us, we provide a complimentary lifetime digital vault. We are also on hand to advise employees on changes or amendments if required.

Introducing James McKenzie Wills

Content & Links

James McKenzie Wills flyer

James McKenzie LPAs flyer

If you wish to speak to a Zest representative regarding this benefit. Please email your enquiry to: marketplace@zestbenefits.com