Trust Inheritance

Trust Inheritance is a legal services organisation, providing estate planning services with lifetime membership packages for specific products. Declining sales of the lifelong memberships packages and increased buyers’ remorse, coupled with significant brand inconsistencies, led the Trust Inheritance company Directors to appoint apt marketing & pr for a brand and product development exercise.

Services provided

Revised Member Acquisition Plan with updated sales collateral, including copywriting, design and branding

Key Results:

  • Full suite of sale and post-sale materials in a new brand
  • Reduced buyers’ remorse by over 95%
  • Increased confirmed sales by 53% in the first week
  • Increased the per sale average value and the uptake of top-tier membership products


"I have worked with Angie and the team at apt on a number of different projects and each time have been delighted with the results. Unusually they take the time to understand a business and market and then get involved in the impact of their work as well as the project itself. I like the fact that they are prepared to think differently but are always practical enough to keep business objectives in mind."

David Carrington, Managing Director, Trust Inheritance