Become an iTrust121
Affiliate Partner
You introduce the client. We take care of their family legacy planning.
Designed for professionals with trusted client relationships
Our Affiliate Partner programme works alongside businesses that regularly speak with clients about their finances, property, protection or future plans. When a wider estate planning need comes up, you have a trusted team to introduce them to.
Why become an Affiliate Partner?
Help your clients with more, without having to do more.
Your clients may already speak to you about their mortgage, investments, protection or wider finances. It's natural for questions about Wills, inheritance and what happens to their family to come up too.
An iTrust121 Affiliate Partnership gives you somewhere trusted to send those clients.
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Give clients access to specialist estate planning when a need comes up, rather than having to send them away to find somebody themselves.
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You remain their trusted adviser. We're there to provide the estate planning support they need alongside the work you already do.
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You don't need to become an estate planner or understand every available solution before making an introduction.
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Suitable introductions can also create an additional revenue opportunity for your business, subject to the agreed affiliate arrangement.
Wills
Helping clients clearly set out what they want to happen to their estate and who they want to benefit.
Lasting Powers of Attorney
Helping clients appoint people they trust to make important decisions if they are unable to do so themselves.
Lifetime Trusts
Helping families consider how assets can be held, managed and ultimately passed to the people they want to benefit.
Vulnerable Beneficiary Planning
Specialist planning for families who want to provide appropriately for a vulnerable child, dependant or beneficiary.
Professional Trustees & Executors
Professional support for clients who want experienced people involved in managing or administering their arrangements.
Wider Estate Planning
Helping clients bring their Will, Trusts, powers and wider arrangements together as part of a more complete plan.
What we can help with
A simple way to support more of your clients
Your clients may already speak to you about their mortgage, investments, protection or wider finances. It's natural for questions about Wills, inheritance and what happens to their family to come up too.
An iTrust121 Affiliate Partnership gives you somewhere trusted to send those clients.
How it works
Becoming an iTrust121 Affiliate Partner gives you a simple way to support clients when a wider legacy planning need comes up, without having to provide the service yourself.
01 — Identify the need
A client raises a question around their Will, family, property, inheritance or wider legacy planning.
02 — Make the introduction
Introduce them to iTrust121 through your Affiliate Partner route. You don’t need to know which service or solution they need.
03 — We take it from there
Our team speaks with the client, understands their circumstances and helps them explore the planning that may be appropriate.
04 — Stay connected
The introduction remains linked to you as the Affiliate Partner, so the relationship and any agreed commercial arrangement can be properly tracked.
Sam, Financial Adviser
“Becoming an Affiliate Partner has been a game-changer for my financial consultancy. It brings me immense joy to know that my clients are satisfied and that their family has truly benefitted from my recommendations.”
iTrust Affiliate Partner FAQS
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No, not at all. You’re never expected to give legal advice or get involved in technical trust work. Simply identify where a client might benefit from estate planning, and refer them to us. From there, our iTrust Partners handle the full advisory and legal process — always keeping you in the loop.
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We offer a wide range of over 20 iTrust solutions, which can be viewed by clicking here. Our team will ensure your client is matched to the right solution based on their goals, assets, and family setup.
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All your referrals can be found in your secure iTrust Manager portal. You’ll see real-time updates on client progress, download reports, and track your revenue share — all in one place. No chasing, no guesswork.
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Easy — just get in touch via our website form here or email partners@itrust121.com. We'll set you up with an onboarding call, access to your portal, and all the support you need to start referring with confidence.
Become a Affiliate Partner today and help your clients protect what matters most.
