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Revolutionise Your Estate Planning With TrustDocs Software
A comprehensive tool for efficient Estate Planning
OUR SOFTWARE
Introducing TrustDocs New Software: Your Strategic Partner In Efficiency
We offer more than just software; we offer a strategic tool designed to optimise your estate planning practice. Here’s how TrustDocs empowers estate planners:
- Increase Efficiency: Streamline document creation, management, and storage. Create, edit, and store all estate planning documents in one centralised location, eliminating physical file management and misplaced documents. Automated features handle routine tasks like data entry and document generation, freeing up time for complex strategies and high-value client interactions.
- Work Smarter, Not Harder: Our user-friendly software features an intuitive interface and efficient workflows, allowing you to master it quickly and focus more on your clients. TrustDocs enables you to work smarter, not harder.
- Mitigate Risk: Reduce errors and omissions with automated checks and balances. TrustDocs incorporates built-in safeguards like templates, checklists, and automated calculations to ensure all necessary information is included and data is consistent.
- Expand Your Practice: Offer additional services like digital asset management or trust administration to increase revenue. TrustDocs serves as a foundation for expanding your service offerings, allowing you to provide comprehensive estate planning solutions and boost your revenue potential.
Book Your Free Training Now! The one-day course covers:
- Overview Of The Software's Capabilities
- Understanding The interface and navigation
- Streamlining document creation, management, and storage
- Automating routine tasks like data entry and document generation
- Efficiently inputting client details and managing seamless workflow
- Generating various documents including Wills, LPAs, PPI (Life Trusts), Protective Property Trusts, Letters of Wishes, Deeds of Severance, and Financial and Health & Welfare LPAs.
- Integrating digital asset management and trust administration services
- Leveraging the software to offer comprehensive estate planning solutions
- Practical exercises to master the software quickly
- Real-life scenarios to apply the learned skills
- Accessing the dedicated support team for any queries
- Utilising additional resources for continued learning and development
Tired of drafting endless paperwork? We offers a time-saving solution.
Imagine the freedom of effortlessly generating Wills and Lasting Powers of Attorney (LPAs). TrustDocs’ cutting-edge software empowers you to do just that. Here’s what sets us apart:
- Unmatched Speed: Our software allows you to input details for a Will, LPA, or Trust in an average of 15 minutes.
- Comprehensive Features: Generate various documents beyond Wills and LPAs, including PPI (Life Trusts), Protective Property Trusts, Letters of Wishes, Deeds of Severance, and Financial and Health & Welfare LPAs.
- Seamless Workflow: Efficiently input client details for all documents and send them directly to our back office, eliminating manual data entry and streamlining your workflow.
Unmatched Speed
Experience fast document creation with our software, saving you valuable time and reducing the complexity of estate planning.
Comprehensive Features
Our robust tools and resources are easy-to-use and ensure that no detail is overlooked, providing you with complete peace of mind.
Seamless Workflow
Enjoy a smooth and intuitive workflow with our software, designed to streamline every step of the estate planning process.
FAQs
What is TrustDocs software?
Our software is designed to streamline and enhance estate planning practices. It offers features such as document creation, management, and storage, automated workflows, and advanced estate planning tools.
Who can benefit from using this software?
Estate planners, financial advisors, legal professionals, and anyone involved in estate planning can benefit from using this software to improve efficiency and accuracy in their practice.
What types of documents can this software generate?
Our software can generate a variety of documents including Wills, Lasting Powers of Attorney (LPAs), PPI (Life Trusts), Protective Property Trusts, Letters of Wishes, Deeds of Severance, and Financial and Health & Welfare LPAs.
What does the one-day training course cover?
The one-day training course covers an introduction to the software, efficiency and workflow management, advanced features and tools, expanding service offerings, risk mitigation, cloud-based access, hands-on practice, and support and resources.
Wills
Streamline Will Creation
LPAs
Efficiently Draft LPAs
Trusts
Simplify Trust Management
TESTIMONIALS
What Our Clients Say About Our Software
WHAT MAKES US DIFFERENT
Dedicated Technical Support Team
Expert Assistance Just a Call Away
Our dedicated technical support team is here to ensure your experience with TrustDocs is seamless and productive. Whether you have questions or encounter any issues, our experts provide accurate and efficient solutions with just a phone call. Rely on us to support your estate planning needs and keep your practice running smoothly.
Book Your Free Training Here
What Our Free Training Course Covers
Our free training course is designed to help you get the most out of our software. Whether you’re a new user or looking to enhance your skills, this course provides a comprehensive overview of the key features and functionalities. Here’s what you can expect:
- Getting Started: Learn how to set up and navigate the software with ease.
- Core Features: A deep dive into the essential tools and how to use them effectively for your needs.
- Best Practices: Tips and tricks to maximise productivity and streamline your workflow.
- Customisation: How to tailor the software settings to fit your specific requirements.
- Advanced Features: An introduction to advanced tools for users looking to take their skills to the next level.
- Q&A Session: Time dedicated to answering your questions and addressing any challenges you may encounter.
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By the end of this course, you’ll have the confidence and knowledge to use our software efficiently, making your work easier and more effective.
