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Will writer training

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 partners@kctrust.co.uk. We look forward to working with you.

 

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Estate administration: how we can help you to grow your business

This short video introduces our estate administration service and the benefits that it can offer to you and your clients, We will explain how you, as a professional Will writer, can start offering a market leading service that supports your clients and their families whilst also generating additional revenue for your business.

Click here to watch the video - 14 minutes


Integrating estate administration into your Will writing 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.

Click here to watch the video - 12 minutes


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.

Click here to watch the video - 8 minutes


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.

Click here to watch the video - 11 minutes


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.

Click here to watch the video - 8 minutes

Take a look at our informative blog posts

Our blog posts showcase relevant industry news updates on what's happening in the probate and estate administration industry. 

Gene Hackman’s Will highlights the importance of clear estate planning

American actor, Gene Hackman, passed away in February 2025 at the age of 95. Hackman was a renowned, award-winning actor with a career spanning over four decades. He was best known for his work in

Why some believe Inheritance Tax is wrong: Risks for Executors

HM Revenue and Customs (HMRC) opened 3,028 Inheritance Tax (IHT) investigations in the 2023-2024 tax year, recovering £285 million. This marks a significant decrease from the 5,537 investigations

Why are inheritance disputes on the rise?

Due to more dynamic family structures and individuals increasingly owning more assets than ever before, it may not come as a surprise that inheritance disputes have been on the rise in recent years.

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Need to know more?

Our dedicated team of specialists are always here to help.

0300 303 9000

Monday – Friday: 9am – 5pm

Contact Us