Trustestate

Trustestate is a legal firm specialising in comprehensive end-of-life services and partners with financial advisers to help them retain the next generation as clients.

£5.5 trillion will be inherited in the UK in the next 30 years, yet the mechanics for transferring wealth remain antiquated. Currently, it takes 12+ months to receive inheritance, costs 1-5% of the estate and is an entirely offline, opaque experience that overwhelms individuals during an already difficult time.

Trustestate’s unique model offers clients personalised expert support and the convenience of a transparent, efficient online platform. Our services include, probate, will writing, grief support and much more.

Why should financial advisors care?

• Customer churn: Research shows that 70-90% of children stop using their parents’ financial advisers after inheriting wealth
• Consumer Duty non-compliance: Traditional probate providers charge excessive fees, deliver poor value, and overwhelm clients with legal jargon, falling short of regulatory standards
• Missed engagement opportunities: Advisers are unable to build relationships with the next generation during the wealth transfer process
• Lack of communication: Traditional firms provide no updates to advisers about the status of probate after a referral is made
• Subpar customer experience: Customers endure a slow, costly, and opaque probate process, leading to frustration and dissatisfaction

Why partner with Trustestate?

• Higher customer retention: Trustestate provides a superior customer experience and helps advisers retain the next generation as customers
• Greater compliance with Consumer Duty: Trustestate charges a transparent, fixed fee, delivers better value, and uses clear, jargon-free language to boost customer understanding
• Seamless integration: Easily refer customers to Trustestate and receive referral updates directly within intelliflo office
• Enhanced adviser engagement: Trustestate keeps advisers informed at every stage of the probate process and creates opportunities to engage beneficiaries seeking financial advice
• Attractive referral fees: Earn up to a 20% introduction fee for each successful client referral
• Exceptional customer experience:Trustestate offers a faster, more affordable, transparent and compassionate experience