4 ways we support you

Pre-sales advice and ongoing support
Reference Guide
Quality legal work
Indirect access to legal partners

Pre-sales advice and ongoing support

Unlike other Trust providers, we don’t just leave you be once you have ‘bought’ into our Trust solutions. We want you to be successful so we provide our Licensees with a range of ongoing support services that help you understand our Trust Solutions and enhance your planning ability. In addition, we are happy to review your client overviews and provide you with advice and recommendations to help you offer your client the best advice for their individual situation.

Reference Guide
Register with us and receive your own hard copy Trust Sales Folder which contains all you need to know about our Trust Solutions including pricing, benefits and uses, processes and much more; use this as your office reference guide.

Quality legal work
With us, providing advice and draft copies of your client’s Trust and Estate Planning documents is part of the service. We draft them in line with the most up-to-date legal precedents, which means your client’s receive high quality Trust documents.

Indirect access to legal partners
Sometimes, your clients will have additional legal requirements that are beyond our services. In these cases, we can direct you to one of our professional contacts to ensure your clients receive the highest level of legal advice available.

To find out more, sign up to our no fee Trust Solutions Workshop.