Estate Planning

0800 110 5221

0800 110 5221

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Partner with us

Choose a partner who’ll do right by you and your organisation

We believe that a successful long-term business partnership needs to meet the needs of our members, achieve our partners’ commercial objectives and work in a way that aligns with our Co-op values.

Why partner with Co-op?

We’re one of the world’s largest consumer co-operatives owned by millions of members, and we’re committed to a better way of doing business for our clients and communities. We believe in working ethically and responsibly and our Co-op values place openness, honesty and caring for others are the heart of everything we do. As a partner, your organisation can refer your customers and members on to us to benefit from our award winning products and services.

We’re specialists in legal, estate and life planning, and can advise on a range of matters from simple wills to complex inheritance tax planning. As a recognised expert in estate planning, we’re regularly invited to speak to community and charitable groups nationwide. Each year we provide thousands of people with guidance on; Wills, Lasting Power of Attorney, Funeral Plans and Asset and Wealth Protection.

 As a partner, we can provide:

  • Market leading products and services
  • Outstanding customer service which our members and communities have come to expect from the Co-op
  • Robust governance processes, limiting the impact of risks to your business or organisation.
  • Dedicated relationship management from experts in funeralcare, legal services, estate and later life planning
  • Training and ongoing support for front-line staff
  • Support from our marketing team on product promotion and dual branded collateral


For more information on how your business or organisation could deliver our funeral planning and legal services, please contact our partnership team on: LS&

"We select our financial services partners very carefully to ensure our customers get the best independent advice.  The team at Co-op Estate Planning are great to work with and feedback from our customers has been excellent."  

Melton Mowbray Building Society

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