A refreshing approach to Lifetime Trusts
Our service is only available for professionals.
Our pricing structure enables you to offer the best of products to clients whilst giving you opportunity to take a competitive edge.
Efficient processes help deliver your legal documents in an unrivalled timeframe.
Our system creates an effortless process and reduces repetitive data entry making it fast, efficient, and intuitive.
The eight stages of creating a trust with TrustSuite:
Instruction: Estate planner enters their clients’ information, wishes, and ID through our easy to use intake questionnaire.
Submission: The information is submitted to our qualified solicitor and TEP.
Drafting: Our legal experts draft your client’s lifetime trust.
Approval: Our solicitor quality checks and releases the deeds and land registry forms to the estate planner.
Sent to Client: The estate planner opens the documents through their TrustSuite account and gives the printed copy to their clients.
Signed: The client signs the document.
HMLR Submission: Estate Planner scans the signed document and uploads it to their TrustSuite account, where it is submitted to the land registry.
Completion: Estate planner receives notification from the Land Registry that the conveyancing of their lifetime trust has been completed.
Receive Your First Lifetime Trust for only £99
Get in Touch
Want to know more about us? We'd like to hear from you
Find us at the office
33A The Square
Give us a ring
0330 223 0538
Mon - Fri, 9:00-17:00