CTT Knowledge: Our approach to enhancing your estate planning business 

We recently launched a new initiative which we call Knowledge, Tools and Growth (KTG). This new reframing of our services is designed to make it easier than ever for any professional adviser or ambitious beginner to become an estate planner or incorporate estate planning services into your business. 

The three pillars of this system revolves around: 

• Knowledge – training, webinars, support services, risk management 

• Tools – Legacy Software, Legacy Portal, AI integration 

• Growth – business support, change management, diversify training 

Today were going to be concentrating on Knowledge. Looking at which services we offer under this pillar and the ways they will benefit you. 

What does Knowledge mean to CTT?  

We know that to be the most effective professional adviser you can be, you need as many educational resources at your disposal as possible. Not only for your own personal and professional growth but to ensure you deal with any estate planning request a client may make. 

The more knowledge you have, the more effective you are. And to that end we have committed ourselves to share our expertise with anyone, no matter if you’re a complete beginner or estate planning veteran. 

CTT is a multidisciplinary support service that covers all things a professional adviser needs to carry out their job effectively. Gables House is full of experts in their field, and our members enjoy support from us on all aspects of their businesses. 

What sort of training courses will you have access to? 

The Foundation Course is, as the name suggests, where most people begin their estate planning journey with us, but it is more than that. We’ve found that so many of our members want to diversify their services; solicitors, mortgage brokers, independent financial advisers who all see the incredible opportunity of bringing estate planning into their businesses to add new dimensions to their offering and a more comprehensive service for their clients. 

From there you have access to our Will Writer to Estate Planner training, covering the leap from writing wills to providing a much more in-depth legacy planning service. This involves using trust work to solve a variety of potential tax issues for beneficiaries and third-party threats such as divorce. 

We provide specialist training in the form of courses focused on Probate, Risk, LPAs and Trust Management, all areas of the estate planning journey essential to your professional development and giving clients more unique life-planning options they may not have considered. 

 From there we offer continuous opportunities to learn with advanced planning courses and free monthly webinars which are designed to tackle niche areas of estate planning, giving you the edge over your competition. 

All our training is held online and accessible to anyone with an internet connection. We wanted to make sure that anyone could benefit from the training we offer at whatever level of experience you have reached. 

Support services from CTT 

Training is an important aspect of gaining knowledge of course, but without continuous support, it’s easy to slip into neutral or allow opportunities to fall through your fingers because of a perceived lack in your own abilities. CTT is dedicated to giving ongoing support to all our advisers, because helping each other be better benefits our entire industry. 

Working with our Probate and Trust Management teams, we’ll help you deal with the often-overwhelming time a client has to face after a loved one has passed or when experiencing a long-term illness. 

In this emotionally charged time we often find that clients don’t want to deal with the seemingly insignificant tasks of handling the deceased’s estate, and with good reason! But that is exactly why you are there and why the Probate Team exists, to support you as you help ensure financial entitlements are fulfilled and unnecessary stress avoided. 

As well as enabling emotional support for clients we also offer a comprehensive professional support, whether that be through our innovative adviser chat, a source of information programmed with over 900 responses to common estate planning queries that is available 24/7, or through contacting us directly and discussing your clients and needs with our professional estate planning support team. 

Along with all of this support comes access to unique trusts available only through CTT, and expertise from accountants, solicitors and financial professionals, ready to help you get the most out of your career as an estate planner. 

Knowledge, Tools, and Growth 

Knowledge is only one dimension to the services we provide. To find out more about the Tools we offer or how we encourage and support your business Growth, you can take a look at their respective pages now to get an all-round idea of how this exciting new direction promises to take your estate planning business into the stratosphere. 

Get in touch now for a free consultation and start your journey with CTT!