Relationships built on trust

+01925 859 622

01925 859 622

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

About Us

OUR HISTORY

About TrustDocs Ltd.

TrustDocs provides a wide range of services to help estate planners run their businesses efficiently, competently, profitably and safely.

Our expertise in Family Asset Protection Trusts (FAPT) and estate planning has positioned TrustDocs as the UK’s sector-leading FAPT provider, with a bespoke consultancy forum for estate planners.

OUR VALUES

Our Core Values

Since 2016, our highly experienced in-house team has provided an excellent production service, drafting thousands of documents for estate planners across England and Wales.

Trust

We value long-term relationships and make it a priority to build a sense of security and confidence with our clients.

Efficiency

We believe in increasing your efficiency by producing high quality documents, with an exceptionally short turnaround.

Reliability

We provide and instil confidence that our in-house team will always be ready to assist you when dealing with complex cases.

Communication

We ensure that you feel supported by a high-quality training system and consistently excellent customer service.

WHY CHOOSE US

Why Choose TrustDocs Ltd?

TrustDocs is committed to delivering the best possible service to our clients. With our knowledge, experience and expert team of staff, we offer you high-standard document production.

5-Day turnaround times

TrustDocs has a 5-day turnaround for your document requests. Not only do we provide high-speed service, but our lightning-fast production speed also never compromises the quality of your documents. Our team of experts is committed to providing fast and precise service that meets your needs so that you can swiftly exceed your client’s expectations.

Bespoke training programmes

We carefully design training programmes that use technical knowledge and skills-based topics to help you achieve the full potential of your business. Investing in your professional development with TrustDocs will empower you to deliver outstanding support to your clients and achieve your business goals.

Working week phone-based helpline

Communication is key to your experience with TrustDocs, and we aim to provide you with exceptional customer service. You can contact our highly knowledgeable and experienced team for any questions, queries or guidance you may have by phone or email. We are here to build long-term relationships with estate planners and we’re with you every step of the way.

OUR TEAM

Meet our team

Our team consists of a group of supportive and expertly trained individuals, committed to producing high-quality documents and providing excellent customer service.

Alan Batton

Cofounder & Managing Director

Jon Griffith

Director

Yvonne Kersey

Office Manager

Katie Bamford

Team Leader

Louise Clare

Team Leader

Lucia Ndongala

Digital Marketing Manager

Georgia Clare

Apprentice Administrator

Grace Whitehead

Office Administrator

Ildiko Balogh

Office Administrator

Lily Liu

Office Administrator

Natasha Pearson

Office Administrator

Penny Smith

Office Administrator

Phillippa Doust

Office Administrator

Rebecca Nghiem

Office Administrator

Tatiane Pusso

Office Administrator

Yeung Ming

Office Administrator

Simone Marshall

Office Administrator

Daniel Barber

Office Administrator

OUR FOUNDER

Meet Our Founder

Our founder and managing director Alan Batton, started out as a financial adviser in 1994.

Over the years, his experience within the estate planning industry has equipped him with a broad knowledge of Wills, Trusts, and Lasting Powers of Attorney; giving him a unique understanding of the pitfalls and challenges associated with running an estate planning business.

While working as an estate planner, he identified an unmet need in the sector – the absence of a system that allows you to produce high-quality documents within a reasonable turnaround time.

Unable to find a plausible solution in the market, he decided to present a more efficient service to the estate planning industry with the intention of aiding other estate planners around the country.

The response he received from this endeavour was incredibly positive.

In 2016, he started TrustDocs, a company that specialises in supporting Estate Planners with the drafting of high-quality Lifetime Trusts; specifically our ‘Family Asset Protection Trusts’ (FAPT). Over the years, TrustDocs has evolved and now supplies a comprehensive selection of documentation required by estate consultants.

We differentiate ourselves from the marketplace with turnaround times as short as 5 days, bespoke training programmes, and a working week phone- based helpline. Our highly experienced in-house team provide excellent service and draft thousands of documents for estate planners across England and Wales.

Alan Batton

Founder / DIRECTOR

trustdocs ltd

Relationships built on Trust

Learn how TrustDocs can make you more efficient

OUR BLOG

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