Welcome to our partner training resources. This is where you can access a series of short videos that will explain how you can start offering our market leading estate administration service to your clients.
We've split the training into short, bite size chunks to make it as simple to consume as possible. The videos below focus on how to position estate administration to your clients and their families, how to use our technology and some advice on how to integrate this service seamlessly into your existing business.
Once you have watched the videos, you will have a better understanding of how you can support your clients and their families when a loved one passes away. If you have any questions regarding the videos or our service, please get in touch with us - we're here to help. You can contact us on 0300 303 9000 or by email at email@example.com. We look forward to working with you.
Estate administration - The opportunity for financial advisers
This short video introduces the concept that estate administration and the distribution of assets is a financial support service, rather than a legal service. We will explain why we think you, as a financial adviser, should be at the heart of this process and how we can help you to achieve this.
Integrating estate administration into your financial advice business
Having gained an understanding of how estate administration can help you to grow your business, this video offers practical advice and guidance on how to integrate this service into your existing client proposition.
An introduction to Onsite
Onsite is the app that enables our business partners to provide a fixed price quote for our estate administration services. This short video introduces the technology and explains how you can use it to provide your clients with complete peace of mind.
An Introduction to Insight
Insight acts as the tool for managing all aspects of your relationship with Kings Court Trust. Within the app you can track the progress of any cases you have referred to us, download useful information and much more.
An introduction to Fact-find
Business partners can use our Fact-find tool to gather all of the information that we need in order to administer a client's estate. The simple, step by step process can be completed in a family meeting or over the phone, making things as straightforward as possible for you and your client.