Volume Wills, Probate and Trusts

Outsourced private client solutions

Our volume wills, probate and trusts offering provides, on a national basis, outsourced:

  • estate administration;
  • trust administration;
  • will writing (including tax advice if required);
  • Lasting power of attorney;
  • trust deed drafting; and
  • bereavement line

services on behalf of, amongst others, high street banks, lenders, financial services intermediaries, charities, affinity and membership schemes, funeral providers and large employers, and their customers and staff.

We offer an executorship and trusteeship service (through our trust corporation) and free will storage.

Each solution is bespoke to our individual client and scalable as required.  Our solutions can be delivered on an overflow or full outsource basis and can be grey labelled, if required.

All our clients, whether institutional, intermediary or individual, can find peace of mind and draw confidence from knowing that Hugh James is authorised and regulated by the Solicitors Regulation Authority and by the Financial Conduct Authority.

We have considerable experience of both inheriting and enhancing existing propositions and building new propositions in conjunction with our clients.  Each of our clients has a team of our specialist lawyers devoted to them and their customers.

Our service is based on strict adherence to service level agreements and key performance indicators and technology driven.  Full management information suites are provided to our clients and performance is measured by customer satisfaction questionnaires in every transaction.

We encourage a partnership based approach and work closely with our clients to optimise customer experience and improve services.  We offer training to relevant staff, assistance with marketing collateral.


Testimonials

“The service conducted by Hugh James was professional and competent throughout and we would certainly recommend your services.”
Client quote



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Our Offices

Cardiff
Hodge House
114 - 116 St. Mary Street
Cardiff, CF10 1DY
Tel: 033 0058 5077
Fax: 029 2038 8222


London
99 Gresham Street
London,
EC2V 7NG
Tel: 020 7936 3453
Fax: 020 3053 8562


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