Refer a Friend to Officium Legacy
Received a £25 Voucher as a Thank You.
Planning for the future is one of the most important decisions anyone can make.
If you’ve already worked with Officium Legacy for your Will, Trust or Lasting Power of Attorney, you understand the value of having clear plans in place. Now, you can help someone you care about do the same and be rewarded for it.
How the Officium Legacy Referral Programme Works.
Our refer a friend programme is designed to thank past clients who recommend Officium Legacy to friends and family who need professional legacy planning advice.
Our referral process is simple, transparent and built on trust.
- 1. You refer a friend or family member to Officium Legacy
- 3. You receive a £25 voucher of your choice
- 2. They complete £100 or more in Wills, Trusts or Lasting Power of Attorney services
There are no complicated rules and no pressure on your referral. Just a genuine thank you for recommending a trusted legacy planning service.
Why Refer Someone for Wills and Estate Planning?
Many people delay making a Will or arranging a Lasting Power of Attorney because they are unsure where to start or who to trust.
By referring someone to Officium Legacy, you help them:
- Put a legally valid Will in place
- Protect their family and beneficiaries
- Appoint trusted decision-makers through a Lasting Power of Attorney
- Reduce the risk of disputes, delays and unnecessary stress
- Gain peace of mind knowing their wishes are documented
A personal recommendation often gives people the confidence they need to take action.
Legacy Planning Services Your Referral Can Access.
Your referral will receive clear, professional guidance across a range of legacy planning services, including:
- Will writing services
- Trusts and estate planning
- Lasting Power of Attorney
- Long-term legacy and inheritance planning
All services are delivered with empathy, discretion and a strong focus on protecting what matters most. (Internal linking opportunity: link to Wills, Trusts and LPA service pages)
Your £25 Referral Voucher.
Once your referral has completed qualifying services worth £100 or more, you will receive a £25 voucher of your choice. You decide how to use it. It’s our way of thanking you for helping someone else take an important step towards securing their future.
Who Can You Refer?
You can refer:
- Friends and family members
- Partners or spouses
- Anyone who has not yet made a Will
- Anyone who needs a Trust or Lasting Power of Attorney
There is no limit to the number of referrals you can make. Each successful referral is rewarded.
How to Refer a Friend to Officium Legacy?
Referring someone is easy.
- Ask your referral to mention your name when they contact us
or - Get in touch with our team directly and let us know who you are referring
Once your referral becomes a client and meets the minimum spend, we’ll take care of the rest.
A Referral Programme Built on Trust
Officium Legacy grows through reputation, trust and personal recommendations.
We understand how important legacy planning is, which is why every referral is treated with care, professionalism and respect. This programme exists to thank clients who believe in the importance of planning ahead and protecting loved ones.
Ready to Refer Someone?
If you know someone who needs a Will, Trust or Lasting Power of Attorney, now is the perfect time to point them in the right direction.
Refer a friend to Officium Legacy today and receive a £25 voucher as our thank you.
If you have any questions about our referral programme, our team is always happy to help.