TrustDocs

29/05/2026

Annual Minutes are one of those things that get deprioritised.
Until a client's trust is challenged and the records are not there.

At that point, the absence of proper documentation stops being an admin oversight and starts being a serious problem for your client and your reputation.

provides professionally drafted, solicitor-backed Annual Minutes designed to keep your clients' trusts managed correctly, consistently and with full confidence.

For estate planners, it is also a straightforward recurring service to offer, structured, reliable and already done for you.

Speak to Ildi about adding Annual Minutes to your service offering. Click the link in comment.

27/05/2026

Behind the scenes: how the TrustDocs Ltd. Estate Planning Glossary was built.

This wasn't a quick content exercise. Every term was developed with two audiences in mind. The client sitting across the table who needs clarity. And the planner who needs precision.

That meant writing each definition twice, testing whether the simple version would land without legal background, and whether the technical version would hold up under professional scrutiny.

The result is a resource built to be used, not just referenced.

Explore the glossary. And if you want to see how it fits into your practice, book a call with our BDM Rob Kane.

26/05/2026

Join us on our next training session on the 18th June!

Our bespoke training sessions are designed to help you understand Living Trusts and equip you with the knowledge and practical skills needed to confidently deliver comprehensive and effective estate planning solutions to your clients.

The cost is £125 + VAT.

The One-Day Course Covers:
• Lifetime Trusts - Standard Asset Trusts (SATs)
• Dealing with Estates Above NRB
• Dealing With Estates Below NRB
• Trust Registration Services
• Accessing The RNRB
• Handling Buy-To-Lets and Commercial Property
• Navigating Capital Gains Tax and Holdover Relief
• Specialist Trust (E.G. Parents Purchasing Property For Children)
• Presenting to your Clients
• Working with TrustDocs

Apart from the 4-Hour In-depth Training Session, we also offer:

• Refreshments and Lunch
• Complimentary Parking
• Welcome Gift Pack
• Certificate of Completion

28/04/2026

Ever had a client ask a trust question… and you weren’t completely confident in your answer?

Not because you don’t understand the structure, but because explaining it clearly, on the spot, isn’t always straightforward.

It’s something we see regularly, even with experienced estate planners.
And in those moments, confidence matters.

We’ve been working on something to help with exactly that.

Launching next week.

20/02/2026

Yes, I know… we’re a little late for Valentine’s Day ❤️
But by now, you should know that in the office, we don’t miss an opportunity to celebrate.

This was our first team lunch of the year, and Helen absolutely went all out. When I say savoury and sweet treats… I mean a proper feast. The kind of lunch that makes you loosen your belt and seriously consider cancelling the rest of the afternoon 😅.

Helen, again thank you ever so much for spoiling us with this wonderful banquet. And thank you, Alan, Alistair and Robert for supporting this initiative again this year.

There is nothing more powerful than sharing food to bring the team together. Already looking forward to the next one.
TrustDocs Ltd.

17/02/2026

Small identification errors can create big delays.

We regularly see Land Registry requisitions caused by:

• Minor spelling discrepancies
• Address mismatches
• Incomplete ID checks
• Missing documentation

In some cases, families are asked to re-sign documents simply because names did not align precisely.

That’s why, from 1st January, we require valid ID and Proof of Address for both settlors and trustees at the point of instruction.

It allows us to:

✓ Reduce the risk of requisitions
✓ Avoid unnecessary amendments
✓ Prevent avoidable delays
✓ Protect the integrity of the documentation

It’s a small procedural step, but one that protects both consultants and their clients.

At TrustDocs, compliance isn’t reactive. It’s proactive.

Have you experienced Land Registry requisitions caused by ID mismatches?

04/02/2026

Most estate planners already offer Wills.

Very few are maximising the opportunity with Living Trusts.

That’s exactly what we cover in our Living Trust Training - how to explain them clearly, price them properly, and sell them with confidence.

📍 Warrington HQ

📅 Monday 19th February

If Trusts feel like “the next step” for your business, this session is for you.

Book here: www.trustdocsltd.co.uk/estate-planning-training-course/

16/01/2026

Estate planners, quick question...
Do you know another planner who struggles with
- slow turnaround
- poor-quality documents
- unreliable legal support?

If so, this is for you.

At TrustDocs Ltd., we’ve made it easy to refer other estate planners and reward both sides.

How it works:

- You refer another estate planner
- They get 25% off their first Family Asset Protection Trust (FAPT) case
- You get 50% off your next Family Asset Protection Trust (FAPT) case

Simple. Fair. No catches.

If you already trust us with your cases, this is an easy win for you and for them.
Click the link below:
https://www.trustdocsltd.co.uk/referral-program/

22/12/2025

22/12/2025

What a night! 🎄✨
A couple of Fridays ago, the TrustDocs Ltd., Talking Wills & Trusts and Money and Me Solicitors crew got together for our Christmas do, and what a brilliant evening it was!
Laughter, great food, dodgy dance moves (you know who you are 😅) and a reminder of how lucky we are to work with such a great bunch.

04/12/2025

We’re getting ready for our final Training of the year… and we’re almost fully booked! 🙌
On Wednesday 11th December, we’ll be welcoming consultants for a full day of training to wrap up what has been an incredibly busy and rewarding year.

Demand for these sessions has grown massively, and it’s been great seeing consultants leave feeling clearer, more confident, and better equipped to support their clients.

If you’ve been meaning to join us, this might be your last chance before the new year.

And if the 11th December is fully booked by the time you’re ready to secure your place, don’t worry! Our 2026 dates are now live.
Here’s the link:
https://lnkd.in/eX-vUCjy