Personal Touch partners with estate admin service

Ryan Bembridge

October 24, 2017

Adviser network Personal Touch has partnered with estate administration firm Kings Court Trust so advisers can offer services to a client’s family after they die.

Kings Court Trust administers the estate and handles the legal work while keeping the adviser and clients informed of progress.

Jane Cross, chief executive officer at Personal Touch, said: “As financial advisers you are responsible for protecting your clients assets and finances throughout their lifetime.

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“We know how conscientious our advisers are and recognise that this sense of responsibility does not disappear upon a client’s death.

“Through our partnership with Kings Court Trust our brokers will be able to offer help and assistance to the client’s family by offering beneficiaries advice and playing an integral role in the redistribution of the clients’ wealth.”

Tom Curran, chief executive at Kings Court Trust, said: “By taking what has previously just been known as “probate” and creating a highly personal service designed around family needs, the Personal Touch adviser and broker community can be assured that they are offering families affordable, fast, friendly and professional help when it is needed most.

“Kings Court Trust is looking forward to building a long-term partnership over many years to come.”

 

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