
Why Work With Us
Built by Experts. Designed for Advisers.
Your Trusted Estate Planning Partner
At iTrust121, we’re here to strengthen the service you deliver — not compete with it. Our partner model is designed for accountants, advisers, brokers, and solicitors who want to offer trusted estate planning support without the legal burden or complexity.
Support You Can Stand Behind
Every trust you refer is backed by a dedicated iTrust Adviser — providing your clients with plain-English advice and expert guidance from start to finish.
We also provide ongoing professional trustee services, so your clients continue to receive reliable, regulated support long after the trust is in place.
You stay informed. We handle the legal work.
Stay in Control with iTrust Manager
Our intuitive partner portal, iTrust Manager gives you full visibility over every client you refer:
24/7 access, anywhere and anytime
Real-time referral status updates
Downloadable reports for client tracking
Clear revenue share summaries across tiers
Total peace of mind — all in one place
Whether you’re referring one client or 100, you’re always in control of the journey.
Tailored Trusts, Real-World Solutions
With over 20+ iTrust structures to choose from, we can match your clients’ needs with the right legal solution — whether they’re protecting a property, planning for children, or managing business assets.
Designed for Professionals Like You
We’ve built our model around the way you work — not the other way around. That means no chasing updates, no paperwork headaches, no conflict of interest. Just a seamless, compliant, and safe way to add estate planning to your service offering.
Let’s Build Value, Together
Our partner programme is about long-term collaboration — not quick wins. You get a trusted, legally backed referral solution that enhances your client service and creates a new revenue stream — without compromise.
