About Compass Legal
Compass Legal provides high-quality and flexible legal support for individuals and their businesses. Based in North Shropshire on the Northern Welsh boarders, the business specialises in Wills, Trusts, Lasting Powers of Attorney and Business Succession. Business owner, Teresa Jones, is a member of and is regulated by the Chartered Institute of Legal Executives (CILEx). Her business offers trustworthy high-value advice and service to clients. In turn, Teresa comes to TrustDocs for high-quality drafting that helps her to give her clients the best estate planning service possible.
Our experience with Teresa
“Working with TrustDocs has helped my small business grow exponentially. Where I was initially only able to work on simple cases, I am now working with high-net-worth clients with the confidence that TrustDocs is there to support me in all of my cases.”
– Teresa Jones
Teresa has worked with TrustDocs for seven years and has seen considerable growth in her business throughout these years due to the support and training she has received from TrustDocs.
The training that Teresa has received from TrustDocs has given her the technical knowledge and practical advice she needs to confidently offer her clients a range of products. Initially, Teresa was primarily a Will Writer and had not previously worked within the realms of Trusts. However, after attending training sessions with TrustDocs, she became confident in her knowledge of Trusts and client protection and took on board practical advice on how to properly and efficiently communicate with her clients regarding Trusts. Now, she offers her clients a range of legal services, from Wills and Lasting Powers of Attorney to Trusts and Inheritance Tax advice.
Teresa especially appreciates the communication she receives from TrustDocs. Whilst competitors are known for not being reachable and lacking in offering advice, TrustDocs is proud to offer support to all of our clients by phone, email, or even by visiting us in the office if it is convenient! The advice that Teresa receives is practical and sensitive, and she commends staff members such as Yvonne and Alan for their continued support over the years.
Conclusion and what's happening now
“TrustDocs is my mothership, and I would recommend their services to every other estate planning practitioner.”
– Teresa Jones
Teresa has a great partnership with TrustDocs which continues to help her grow her business and offer her clients great service. She continues to come to us for high-quality legal documents that impress her clients, and uses our advice and support to assist her business needs.
