TrustDocs

18/06/2026

When Annual Minutes are in place, Reviews happen on time. Records are clean. Client conversations are simpler. And your reputation as an adviser who runs a tight operation speaks for itself.

At TrustDocs, our solicitor-backed Annual Minutes are tailored from client questionnaires and handled for you, so the right support is already there before you need it.

👉 Speak to Ildi about getting Annual Minutes in place for your clients.

18/06/2026

Most estate planners never see what happens after they submit a trust case.
The case is reviewed. The documentation is prepared by specialists.

Every document is solicitor-backed. And you have direct access to a support team who know your case throughout. That is the infrastructure behind every trust TrustDocs processes.

When you work with TrustDocs, you do not need to build that capability yourself. You simply deliver the outcome your clients need, backed by a team that makes it possible.

Three things every estate planner gets when they submit a case:

✓ Solicitor-backed documentation prepared by specialists
✓ A five-day turnaround target, tracked
✓ Direct access to technical support throughout

This is what we do behind the scenes so you can deliver with confidence at the front.

Want to see how it works?

Book a call with Rob Kane

17/06/2026

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?

17/06/2026

Over the past six weeks we have shared the TrustDocs Ltd. Estate Planning Glossary with you.

Clear definitions. Technical depth. Built for the conversations that matter.

Now it comes down to one question.

Are you using it?

If the answer is yes and you want to go further, our Lifetime Trust training is where knowledge becomes confident delivery.

If you are not sure where to start, a conversation with our BDM, Rob Kane, is the simplest next step.

Either way, the resource is there. The is there. The is there.

Book your training place or get in touch with Rob directly.

17/06/2026

Over the past six weeks we have shared the TrustDocs Ltd. Estate Planning Glossary with you. Clear definitions. Technical depth. Built for the conversations that matter.

Now it comes down to one question.

Are you using it?

If the answer is yes and you want to go further, our Lifetime Trust training is where knowledge becomes confident delivery.

If you are not sure where to start, a conversation with our BDM, Rob Kane, is the simplest next step.

Either way, the resource is there. The is there. The is there.
Book your training place or get in touch with Rob directly.

16/06/2026

Most estate planners know what a Family Asset Protection Trust does. The challenge is explaining it clearly in a client meeting.

The advisers who get it right keep it simple. The move now, not on death.

The client stays in control. The family avoids the delays and costs of probate.

Three ideas. That is it.

At TrustDocs Ltd., we help estate planners not just understand lifetime trusts but present them in a way that lands with any client.

If you want to build that confidence, our Living Training is the place to start.

15/06/2026

You have seen the glossary. Have you actually used it yet? Not just read it.
Used it.

Opened it before a meeting, checked a definition, tested whether the simple version matches how you already explain it.

That is where the value is.

And if you want to take it further, our training is built around exactly this. Real scenarios, practical application, and the confidence to deliver Trust solutions without hesitation.

Book your place on our next training day or get in touch with our BDM, Rob Kane to find out what fits your practice.

15/06/2026

You have seen the glossary. Have you actually used it yet?
Not just read it. Used it. Opened it before a meeting, checked a definition, tested whether the simple version matches how you already explain it.

That is where the value is.

And if you want to take it further, our training is built around exactly this. Real scenarios, practical application, and the confidence to deliver Trust solutions without hesitation.

Book your place on our next training day or get in touch with our BDM, Rob Kane to find out what fits your practice.

13/06/2026