Estate Planners - Offering Lifetime Trusts to your clients
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Event description
Description
Receive your first five lifetime trusts for £99 after learning how to use TrustSuite, a new platform for estate planners.
TrustSuite allows estate planners to offer next generation Lifetime Trusts with no periodic or exit charges and RNRB compatibility. TrustSuite provides rigorous compliance with the Legal Services Act reserved activity rules and delivers fast turnaround to their clients by streamlining the drafting, review, and registration of trust deeds by qualified Solicitor and TEP, giving you the competitive edge in the Estate Planning industry.
On November 20th, our legal experts who have over 40 years' experience in the industry will train you on how to advise on and present this new product to your clients, the benefits, and the downsides of lifetime trusts as well as how to use our software to submit instructions for drafting.
Our one-day course will empower professional estate planners, giving a competitive edge to your estate planning package without sacrificing quality or compliance.