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Estate administration offers financial advisers a unique opportunity to help families at a time of need, while also growing your business.

Making estate administration a key part of your service means you can help your client’s family at the  time of most need, while also providing a good opportunity to open dialogue with them about dealing with the deceased’s financial affairs without appearing insensitive.

Kings Court Trust can help you grow your business by making estate administration a key part of your service proposition.  As a partner, you will be in the perfect position to:

  • Be able to offer financial advice to the beneficiaries who inherit their assets.
  • Retain control of the assets that you manage for them.
  • Generate additional revenue from highly competitive referral fees. 

Hundreds of professional advisers already use our technology, knowledge and expertise to offer their clients a market-leading estate administration service that can help you assist families more effectively to deal with the loss of a loved one, and save them a significant amount of money compared to using a local solicitor.

 

Want to find out more about working with us? Register for our next webinar.

  REGISTER FOR FREE WEBINAR

 

Our solution for business growth

Generous commission paid for every successful referral you make to us, providing you with an additional revenue stream  for your business.

Access to our exclusive technology that allows you to provide clients with a guaranteed, fixed price estate administration service in minutes.

 

Direct access to the beneficiaries who are due to inherit assets under your management - people who will become your next generation of clients.

Access to free CPD and training resources, conferences and seminars to support your learning and development needs.

 


Securing your next generation of clients

Find out how we can work together, download our brochure.

  Securing your next generation of clients


 
 

Contact us for an informal discussion about how
Kings Court Trust can support you and your clients.

0300 303 9000  |  partners@kctrust.co.uk