Referral Program
OUR REFERRAL PROGRAM
Refer a Planner. Grow Together.
At TrustDocs, we believe estate planners thrive when they support one another. That’s why we’ve launched our Planner-to-Planner Referral Program – designed to reward you for introducing fellow professionals to TrustDocs.
When you refer another estate planner who joins our network:
You receive 50% off your next FAPT or FAPT+ case.
They receive 25% off their first FAPT or FAPT+ case with TrustDocs.
Together, we can raise standards, protect more families, and strengthen the estate planning community.
OUR VALUES
Why Our Referral Program Works
Fairness
Both referrer and referred benefit – you save 50% off your next case and your colleague gets 25% off their first case. Everyone wins.
Simplicity
We’ve designed the process to be quick and transparent: submit → onboard → reward. No complicated points or tiers.
Trust
Your professional relationships are safe. We only work to support, not compete, so your reputation is strengthened.
Growth
By connecting more planners to TrustDocs, you’re helping raise standards across the profession and strengthening the estate planning community.
How It Works
Step 1 – Apply for Your Code
Fill in the short form to request your unique referral code. We’ll email it to you once approved.
Step 2 – Share Your Code
Pass your code on to other estate planners you know. They simply need to email [email protected] quoting your code when they apply.
Step 3 – They Save
Your colleague gets 25% off their first FAPT or FAPT+ case when they join TrustDocs.
Step 4 – You Save
As soon as they become an active partner and complete their first case, you’ll receive 50% off your next case.
Contact Us
We are here to help – get in touch to learn what we can do for you.
Unit 7, Olympic Park, Olympic Way, Warrington, Cheshire, WA2 0YL
Monday – Friday: 09:00 – 17:00
Saturday – Sunday: Closed
Landline: 01925 859 622
Email: [email protected]
Follow Our Socials
APPLY NOW
Start Your Referral Today
Share your details below and we’ll email you your unique referral code.
