Why you should become an Estate Planner in 2025
Ever thought about changing your career but don’t know which direction to go in? We see you sitting there, reading this; worry not, we’ve got you. The answer is very simple. Become an Estate Planner.
Let’s talk about the future
It would be fair to say that we live in uncertain times; many of us wish we could peer into the future and see what’s coming up in the next few years if only to prepare in some way. What we can offer you is the next best thing; we’ve looked at the data; we recognise the trends; and we can say with confidence that estate planning is entering something of a renaissance.
The main reason for this is healthy competition and technological developments have coalesced to create true innovation in the sector.
Estate planning is the place to be
As detailed in a recent IRN report, several factors have come together to create a very robust outlook for estate planers in the near future.
Here are the top 3 reasons estate planning is going from strength to strength:
- As an Estate Planner you will be dealing with the assets of your clients and their wishes toward them after they have passed. With the aging population of the UK continuing to increase, you are unlikely to run out of clientele any time soon!
- We are also on the precipice of an unprecedented transfer of wealth from the older generations to the younger. As we discussed in our earlier article, it appears that a huge shift in the transfer of wealth is beginning to occur, as those who made money in the booming economies of the late 20th Century are passing down wealth as they age.
- Innovations in technology have benefitted estate planning in a big way. The population ages but with that comes a more intuitive understanding of digital processes that those generations have grown up with. Because of this we are seeing a move to incorporate digital tools into estate planning, using AI and online resources to make the role more efficient and effective than ever.
Make the switch, we’ll show you how
Becoming an Estate Planner is made easy with CTT Group. Changing your career often requires a huge amount of upheaval. Not only do you have to train new skills to do the job adequately, you also have to give up your current job to do it! Not so with CTT.
We have designed our training courses to work around your schedule, allowing you to train while you continue in your current role. We aren’t saying it won’t require hard work on your part, but we have enabled anyone who is willing to retrain and become a success as an Estate Planner.
How do we do it?
It all begins with a consultation. We’ve helped hundreds of Estate Planners and over an hour-long consultation with you we’ll discuss every aspect of your ambitions, and the logistics involved in becoming an Estate Planner through CTT.
We are a support mechanism for professional advisers; we don’t simply teach you how to do the job and leave you on your own. By choosing CTT, we embark on a journey together with our team of experts offering you as much or as little help as you require along the way.
We like to think of it as giving you the knowledge, tools, and growth to succeed. Let’s break that down:
- KNOWLEDGE – Training
Our Foundation course is the first step; this course gives you all the basic knowledge to become an Estate Planner. From here you can set up your business and begin drafting wills and then move on to our other courses to expand your services.
- TOOLS – CTT Legacy Software
Armed with the knowledge, you then need the right tools to carry out the role. CTT Legacy Software is a digital platform that allows you to draft wills and interact with your clients, as well as us if you have any queries about complex cases etc.
- GROWTH - Support from CTT’s Partnership Team & advanced training
As your skills increase and your business starts to grow, you’ll need support from likeminded individuals to help you along the way. Our team of expert advisers have helped hundreds of Estate Planners transform their careers into successful businesses. Not only that, they are always on hand to give advice and deal with aspects of estate planning you are unfamiliar with.
And to fill the gaps in your knowledge (as with any subject, the more you learn the less it feels like you know!), we have advanced training courses covering very specific and niche areas of estate planning that you are sure to run into as you progress.
Get in touch – become an Estate Planner!
The estate planning sector is on a growth trajectory, making 2025 the ideal time to start your new career. With the UK’s aging population, the largest intergenerational wealth transfer in history, and rapid technological advancements, the demand for skilled estate planners is set to rise significantly. By training with CTT, you’ll position yourself at the forefront of this growing industry—equipped with the knowledge, tools, and support needed to succeed. Don’t wait for the future to happen—shape yours today. Get in touch with us to start your journey as an Estate Planner in 2025.
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