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Every business is different

Whether you are a sole trader working within your local area or a growing organisation with staff across the country, we can support your clients in the most appropriate way for you.

 

 

GOLD Partner

A completely integrated estate administration service to enhance your customer proposition.

  • Benefit from a comprehensive training programme so that you can sell our estate administration service and complete the fact find process
  • Retain control of your client relationship throughout the process and develop relationships with beneficiaries for future business development opportunities
  • Earn our highest fee share on all successful referrals

As a gold partner, you will benefit from the same comprehensive training programme as our silver partners so that you can sell our estate administration service directly to your clients. 

We will also equip you to undertake a fact find meeting with the client so that all of the information we require to administer the estate can be collected without the need to involve any third party. 

At this point, you would refer the client and relevant information to Kings Court Trust so that we can begin the legal process of administering the estate.

 

 

Silver partner

Add value to your services, generate additional revenue and retain control of your client relationships.

  • Full training and support so you can sell our estate administration service to your clients
  • Retain full control of the sales process and your client relationships to maximise conversions and increase revenue
  • Earn an enhanced fee share on all successful referrals

As a silver partner, we provide the tools and training you need to sell our estate administration service directly to your clients. This unique approach allows you to offer a market-leading estate administration service as part of your existing client proposition. You also retain control of your client relationships.

We will train your staff so that you can discuss our estate administration service with confidence as part of your existing client conversations. We will give you access to our exclusive software that will enable you to provide a competitive quote face-to-face or over the phone.

 

 

Bronze partner

A quick and simple way of referring clients to an estate administration specialist. 

  • Refer clients to us quickly and easily by phone, email or online
  • Little or no extra work required
  • Earn a competitive fee share on all successful referrals

As a bronze partner, you can refer your clients directly to Kings Court Trust. We will then take responsibility for managing that lead through our sales process.

You can choose to refer your clients to us in a number of ways – via Insight, by phone or by email. We will keep you updated so you’re always in the loop.