Estate Planners – do you market lifetime asset trusts, but don’t trust who you place them with?

Our Estate Planning Partners have chosen to work with us because they have experienced:

• A change in structure – resulting in them paying more for a service and/or documentation.
• Disputes over data ownership, resulting in their Clients being cross sold to.
• A lack of training/support, especially with technical matters.
• Delays in document production.
• Cumbersome/costly software, which is 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 these 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, which is evidenced in our production figures increasing month on month.

trustdocs puts you, the Estate Planner in control.

To find out more:

Phone us on:  01925 859622

Email us on:  sales@trustdocsltd.co.uk