Trustdocs Ltd.

Description

• TrustDocs exists to ensure professional Estate Planners receive the documentation and support they require to enable them to offer Lifetime Trust solutions to their clients, helping them to run their business in an efficient, compliant and profitable manner. Our user friendly, on-line portal puts the Estate Planner in complete control of the process and price, whilst our Trust Lawyers provide the necessary technical know-how, and ensure the initial and ongoing documentation remains fit for purpose. Increase your sales opportunities and PROFIT MARGIN, by using TrustDocs FAPT software to facilitate the sale of all Family Asset Protection Trusts. Drafting FAPTs is a reserved activity and therefore Will Writers are unable to draft these documents. In conjunction with an estate planning software house and a panel of Lawyers who overseas the creation of the Trust documentation, we offer Will Writers and Estate planners:- An efficient reliable service 5 day turnaround Minimum data input required Competitive price TrustDocs software allows YOU to capture FAPT client instructions that seamlessly link with our back office for drafting. TrustDocs offers bespoke training programmes. This will give you the knowledge to offer the FAPT to your clients and enable you to take full instructions. TrustDocs provides a complete suite of documentation (including Land Registry requirements) with an impressive 5 day turnaround at very competitive prices, leaving you a generous margin, when selling to your clients. If required, the software will integrate to allow the production of Wills & LPA, so you only input data ONCE, with the same production turnaround time. Contact us for more information at sales@trustdocsltd.co.uk or phone 01925 859622.
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  Headquarters:Unit 7 Olympic Way Olympicpark, Warrington, , United States

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  Phone Number:

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  Website: https://www.trustdocsltd.co.uk

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  Employees:3

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  Revenue:$1 - 10M

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  Legal Name:Trustdocs Ltd.

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• |  NAICS Code: 541110  |

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