Outsourced private client solutions

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

Estate administration
Trust administration
Will writing (including tax advice if required)
Lasting power of attorney
Trust deed drafting
Bereavement line

We provide these on behalf of, amongst others:

high street banks
lenders
financial services intermediaries
charities
affinity and membership schemes
funeral providers
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.

Key contact

Matthew Evans

Partner

Matthew is a partner and heads up the firm’s private wealth offering. He is responsible for the development, implementation and long-term strategy of the team.

Matthew has a UK-wide reputation in the field of contentious probate, recognised by his clients and peers in the leading legal directories.