Trust Estate

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Trustestate is a legal firm specialising in comprehensive end-of-life services and partners with financial advisers to help them retain the next generation as clients.

Software type: Probate and other legal services

Locale(s): United Kingdom

Contact details for integrator: partnerships@trustestate.co.uk

Website for integrator: https://trustestate.co.uk 

Description provided by the integrator:

£5.5 trillion will be inherited in the UK in the next 30 years, yet the mechanics for transferring wealth remain antiquated. Currently, it takes 12+ months to receive inheritance, costs 1-5% of the estate and is an entirely offline, opaque experience that overwhelms individuals during an already difficult time.

Trustestate’s unique model offers clients personalised expert support and the convenience of a transparent, efficient online platform. Our services include, probate, will writing, grief support and much more.

Trustestate’s service is free for advisers. To get started, contact Trustestate at partnerships@trustestate.co.uk.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.  Once enabled:

• Click “Trustestate” under open integrations whenever you open a client’s dashboard.

• To create a new referral, simply click this link, where you’ll be redirected to Trustestate. 

• Once redirected, you’ll be prompted to log into Xplan and grant data access to Trustestate. 

• Finally you can enter contact details for the deceased client’s relative, or whoever got in touch with you initially about the death. 

• To check up on the status of a case, you can simply return to the Trustestate referral screen and view the latest update.