About Haven Estate Planning
Haven Estate Planning focuses on giving personalised care to clients for a hassle-free process. Specialising in Wills, Trusts and Estate Planning, Haven Estate Planning has an experienced team of friendly legal consultants who are happy to provide clients with the help they need to protect their assets. Duncan Irvine has been with the Haven team since 2021 and works with TrustDocs to provide his clients with high-quality legal consultancy.
Our experience with Duncan
Duncan was introduced to TrustDocs’ services just over a year ago, and although in the beginning, he was unsure about how TrustDocs operates, he commends Jon and Alan for explaining everything clearly and was impressed by the offering.
“I enjoy the training sessions because the staff at TrustDocs are knowledgeable and know how to explain everything in a way that anyone can understand.”
– Duncan Irvine
Since Duncan has been working with TrustDocs, he has attended two training sessions and will be attending another soon. He enjoys the sessions because he knows he will always receive clear explanations of technical knowledge partnered with effective sales techniques. This helps Duncan to maximise his business’ potential and provide his client with the high-quality service and financial protection they deserve.
Duncan also enjoys coming into the office to see the friendly TrustDocs team. Additionally, he appreciates the excellent technical support he receives from the knowledgeable and helpful staff at TrustDocs, especially noting that he can rely on Louise to respond to his questions quickly.
“TrustDocs provides high-quality professional services which help me to help my clients. I have received client referrals due to the standard of service TrustDocs has given me in the past”
– Duncan Irvine
Conclusion and what's happening now
Duncan praises the high-quality service he receives from TrustDocs and states that we have helped him to receive two referrals from clients who had FAPTs drawn up by the TrustDocs team. He continues to work with us as his trusted Estate Planning partner, and we look forward to seeing him soon for more training and around the office for a catch-up.
