Estate Planners – are you being let down due to…….
- A change in structure – resulting in you paying more for a service and/or documentation?
- Disputes over data ownership, resulting in your Clients being cross sold to?
- Lack of training/support, especially with technical matters?
- Service standards being breached, or non-existent?
- Software that is cumbersome/costly, and generally no-longer fit for purpose?
- Changes in contracts without consultation?
Having spent over 20 years operating in the Estate Planning sector, the owners of trustdocs created the business because they experienced the same frustrations.
The owners have always worked transparently, delivering propositions that are based on genuine, win/win partnerships.
We do one job: Provide you with compliant lifetime asset trust documentation for initial (and ongoing) Client meetings, all within the required timescales, via our FREE user-friendly portal. The rest is down to you.
Our panel of Trust Lawyers are not only picked for their expertise in the market, but their ability to understand and respect where business is created – YOU!
Judging by our results, our Clients like what we do, as our production has increased month on month.
WE put YOU you, the Estate Planner in control.
To find out more:
- Call us on: 01925 859622
- Email us on: firstname.lastname@example.org