Build a Bigger Estate Planning Business With iTrust121 Behind You
Expand what you can offer, create more revenue opportunities and spend more time with clients while iTrust121 provides the training, marketing, technology, technical expertise and back-office support behind you.
More Capability. Less Infrastructure.
iTrust121 gives advisers and firms the infrastructure to build and scale an estate planning proposition — including training, marketing, CRM, technical support, centralised fulfilment and ongoing client services.
Build as a Licensed Partner, add estate planning to an established firm or use iTrust121 as the specialist implementation layer behind your existing client relationships.
Revenue growth ambition
Broaden your proposition, retain more suitable opportunities and create more value from the client relationships you already have.
One platform behind the business
Training, marketing, lead generation, CRM, technical support, central fulfilment and professional infrastructure — brought together around how you want to grow.
A Structured Two-Day Onboarding Programme
New Licensed Partners join a focused two-day onboarding programme designed to get them ready to work confidently with clients from the outset. Sessions cover the client journey, sales approach, CRM, fulfilment, marketing, practical scenarios and how to start building activity once training is complete.
Cohorts are scheduled on the first Wednesday and Thursday of each month, creating a clear and repeatable route from joining iTrust121 through to being ready to perform.
Programme dates shown are the scheduled 2026 monthly cohorts. Status updates automatically based on the date.
Choose the Model That Fits Your Business
From independent advisers through to established professional firms, iTrust121 can sit behind your business at the level that makes sense for you.
Licensed Partners
Build an estate planning business with the complete iTrust121 platform behind you — including training, CRM, marketing support, client processes, technical guidance and central fulfilment.
Explore Licensed PartnersFirms
Add specialist estate planning capability around the clients, team and brand you already have without needing to create every technical and operational function internally.
Explore iTrust121 for FirmsAffiliates
Identify the need, keep your wider client relationship and bring in iTrust121 as the specialist implementation route when estate planning sits outside your normal scope.
Explore Affiliate OptionsBuild Towards 40% More Revenue
Growth does not have to mean simply finding more clients. A wider proposition can create more opportunities from the relationships you already have, reduce the amount of suitable work being referred elsewhere and open up larger planning conversations.
Our aim is to help you grow the value of the business around every client — while iTrust121 provides the infrastructure behind delivery.
Illustrative revenue growth
Current revenue indexed at 100, with a target index of 140.
Illustrative growth target only. Actual results depend on existing client base, activity, conversion, capacity, market conditions and the agreed operating model.
Built to Let You Focus on the Client
A strong estate planning business needs far more than documents. iTrust121 brings the systems, support and operating infrastructure together behind the adviser.
Marketing & Lead Generation
Digital campaigns, local activity, database opportunities, webinars, seminars, campaign support and lead generation shaped around capacity and growth plans.
Training & Development
Structured onboarding, client conversations, practical scenarios, product knowledge, CRM training and continued development rather than simply handing over a product list.
CRM & Client Journey
A structured journey from lead and Fact Find through planning, Touchpoint, Close Call, completion and ongoing client relationship.
Centralised Fulfilment
Implementation workflows, document preparation, checking, administration and post-completion support without the need to build a separate fulfilment department.
Professional Infrastructure
Professional trustee and executor capability, ongoing administration and the wider support needed to extend the relationship beyond the initial transaction.
Technical & Case Support
Access to guidance and specialist support when a client opportunity requires a wider or more involved planning conversation.
Ready Before the Diary Starts Filling
Our training is built around the complete client journey. The aim is for advisers to understand how to confidently work an opportunity from the first conversation through to implementation — and to know what happens behind the scenes once a client proceeds.
Move Beyond Single-Product Conversations
Access a wider range of planning conversations around the needs your clients already have — without having to build every specialist capability yourself.
Wills & LPAs
Core planning around wishes, incapacity and the foundations of a complete estate plan.
Family Planning
Children, blended families, vulnerable beneficiaries and intergenerational planning.
Property & Wealth
Planning around property, family wealth, estate value and long-term objectives.
Business & Succession
Broader conversations with business owners around succession, continuity and family legacy.
Professional Trustee Services
Professional oversight, ongoing administration and additional infrastructure where appropriate.
Wider Client Opportunities
Connections into protection, retirement and longer-term planning opportunities where relevant.
Build Fuller Diaries Around Adviser Capacity
The adviser should be spending more time in quality client conversations and less time trying to build an entire marketing operation in the background.
Marketing and lead activity can be shaped around geography, capacity and business goals so the pipeline grows alongside the adviser rather than overwhelming them.
Create Demand
Campaigns, local marketing, databases, digital activity, webinars and seminars create new conversations.
Build the Pipeline
Leads, follow-up, CRM activity and nurture support create a more consistent flow into the diary.
Perform in the Appointment
Training, product depth and back-office support allow the adviser to focus on the client conversation.
Build Your Own Business With the iTrust121 Platform Behind You
Designed for self-employed professionals, independent advisers and experienced estate planners who want to build a larger estate planning business without having to assemble the full operating infrastructure themselves.
You stay focused on clients, performance and business development. iTrust121 provides the systems, support, wider proposition and fulfilment infrastructure behind you.
Add Estate Planning Capability Without Building Another Department
For financial advisers, accountants, mortgage businesses, private client practices and other established firms, iTrust121 can provide the specialist estate planning layer behind your existing client proposition.
The model can be built around your existing process, helping you retain the relationship, broaden the value you offer and access specialist implementation without recreating the technical, drafting and administration infrastructure in-house.
Close the Estate Planning Gap Without Becoming the Estate Planner
Some professionals identify estate planning needs every day but do not want to build estate planning into their core service. An affiliate relationship gives those clients a specialist route without sending the relationship blindly elsewhere.
You identify the opportunity and remain the trusted professional around the wider client relationship. iTrust121 provides the specialist process and implementation behind the estate planning element.
Build More. Offer More. Take On Less Infrastructure.
Whether you want to build an estate planning business, expand an established firm or add specialist estate planning behind your existing client relationships, the first step is understanding where you are today and where you want to grow.