Build Confidence in Selling Living Trusts
Our living trust
training is coming to Leicester
Join TrustDocs in Leicester for an exclusive training session designed for estate planning professionals. Gain the skills and confidence to present and sell living trusts effectively to your clients. Whether you’re just starting or looking to refine your approach, this session will empower you to close more deals and provide exceptional value to your clients.
Don’t miss this opportunity to enhance your expertise and grow your business. Our proven training techniques have helped consultants nationwide become trusted advisors in estate planning. Reserve your spot today and take the first step toward mastering the art of selling living trusts!
- Mercure Leicester The Grand Hotel, Granby Street, Leicester, LE1 6ES
- 06/02/2025
Description
At TrustDocs, we believe that our clients deserve the best possible service. This is why we offer a well-considered and developed training programme for estate planners, surrounding Family Asset Protection Trusts (FAPT).Â
Our bespoke estate planning training course is designed to help you understand the FAPT and gain the knowledge and skills needed to provide your clients with the most comprehensive and effective estate planning services possible.
Our instructors adopt a hands-on active learning approach, which has proven to be quite effective. They also provide a range of real-life examples and encourage interaction during the sessions. We see it that the experience should be inclusive and beneficial for both the trainee and the person delivering the session.
The one-day course covers:
- A brief introduction to TrustDocs
- What is the FAPT
- Origins of trust law
- When to choose FAPT+
- Managing Estates Above and Below NRB
- Accessing the RNRB
- Specialist Trusts (e.g., Parents Purchasing Property for Children)
- IPDI Wills
- Different types of trusts
- How to best interact with your clients and provide a beneficial deal
- Handling Buy-to-Lets and Commercial Property
- Trust Registration Services
- Navigating Capital Gains Tax and Holdover Relief
- Range of services we can help you provide to your clients
Hours
This course will run from 10 – 3 pm.
FAQs
Who is this course for?
This course is designed for estate planners, financial consultants, and professionals in related fields who want to enhance their ability to sell Living Trusts confidently and effectively.
How long does the training last?
The session typically runs for 5 hours and includes interactive workshops, real-world scenarios, and actionable strategies.
What materials will I receive?
You’ll be provided with comprehensive course materials, guides, and templates that you can immediately implement in your consultations.
Where is the training being held?
The session will take place in Leicester at Mercure Leicester The Grand Hotel, Granby Street, Leicester, LE1 6ES.Â
How do I register for the event?
You can secure your spot by clicking the registration link on this page or contacting us directly on 01925 859622.
Event Location
From our last training session...
“TrustDocs provided an exceptional experience during their Living Trust Training. The warm welcome and attention to detail truly stood out, making the entire session a positive and memorable one. The team’s dedication and professionalism were evident throughout, and their commitment to helping us succeed was greatly appreciated. I’m excited to start working with TrustDocs and feel confident in the support they provide.”
Patrick Reade
Reade Estate Planning
Share Our Training
Apart from the 4-Hour In-depth Training Session, we also offer:
CPD Certificate
Receive a professional certificate upon completing the training.
Refreshments and lunch
Enjoy complimentary refreshments and a delicious lunch.
Complimentary parking
Benefit from free, convenient parking at the venue.
Welcome gift pack
Start your training with a thoughtful welcome gift pack.
