What price customer service?
When a loved one dies, it should be a simple case of calling and informing the creditor of their passing and wrapping up the estate. Only it isn’t. Ask anyone who has recently been through a bereavement and is responsible for managing an estate and it will invariably involve a tale of woe and sometimes […]
Free webinar: Frequent challenging scenarios in estate administration
You think you’ve got it all wrapped up… then you find a bank account in Australia. Estate administration can be full of surprises. One moment you’re finalising paperwork, the next you’ve uncovered unknown shares in North America or a failed Will. On Thursday 29th May at 12pm, join Title Research’s Technical Manager, Simon Barber, as […]
Free webinar: Effectively offer estate administration to your clients
Your clients trust you during their most difficult moments but are you prepared? On Wednesday 28th May at 12pm, Kings Court Trust’s Head of Growth, Simon Brand will host a webinar discussing how to effectively offer estate administration to your clients. He will also examine some of the common objections you may face, and discuss […]
Charitable Beneficiaries
It is fair to state that the work associated to a charitable beneficiary is usually greater than that of a noncharitable beneficiary. The reasons for this are largely down to the rules and regulations that the charity themselves need to adhere to, meaning that additional evidence and documentation are required to enable decisions to be […]