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+01925 859 622

01925 859 622

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

Technical Support Team

TrustDocs Technical Support Team
In-House Support

Stuck on a technical question?

You should not have to wait for answers while your client is sitting in front of you.

At TrustDocs, our in-house Technical Support Team gives you clear, accurate answers when you need them β€” so you can move forward with confidence.

Same Day
Support wherever possible
6 Specialists
Across technical, legal & production
Why Technical Support Matters

The Impact of Poor Support

Estate planners are making decisions in real time, often in front of clients. When support is slow or unclear:

  • You second-guess your recommendations
  • You risk giving incorrect information
  • You delay submitting instructions, slowing your pipeline
  • You feel unsupported on complex scenarios
At TrustDocs, we remove that friction by giving you direct access to the answers you need, when you need them.

What You Can Expect

  • Real people who understand estate planning
  • Direct access by phone or email
  • Same day support wherever possible
  • Consistent communication and follow-up

You will be speaking to a team that works daily with:

  • Lifetime Trusts
  • Complex estate structures
  • Land Registry processes
  • Document production and compliance
How It Works
01

Get in Touch

Call or email our Technical Support Team directly during business hours β€” no ticketing systems, no automated queues.

02

Speak to a Specialist

You'll speak to someone who works daily with lifetime trusts, estate structures, and document compliance β€” not a generalist.

03

Move Forward with Confidence

Get a clear, accurate answer and continue your client meeting or case submission without delay or second-guessing.

Available Monday – Friday, 9am – 5pm  |  Same day response wherever possible

What Estate Planners Say
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"Fantastic support from the team. Louise, Simone, Gabbie, Maddy and Josh have all been extremely helpful and great to work with."

Mark Gorman

Lionheart Later Life Planning

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"Excellent support from the team so far. Juleanne, Gabbie, Maddy and Josh have all been incredibly helpful and a pleasure to work with."

Chris Gibson

Prime Legacy

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"I was incredibly impressed by the technical knowledge of the TrustDocs team, particularly Jon and Alan. Their expertise allowed them to answer my clients' most intricate questions and provide the best possible advice."

Charlene Simms

Wentworth Wills

Your Points of Contact

You will always know who to speak to. Our Technical Support Team works closely with our wider production and leadership team to ensure seamless support across all areas.

Technical Support Team
Louise Clare

Louise Clare

Head of Technical / Production

Maddy Lea

Maddy Lea

Technical Support Executive

Gabbie Howell

Gabbie Howell

Technical Support Executive

Wider Support Team
Simone Marshall

Simone Marshall

Land Registry & HMRC Manager

Alan Batton

Alan Batton

Founder & Director

Robert Kane

Robert Kane

Business Development

Have a question right now?

Speak to our Technical Support Team and get the answer you need.

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