
What is a Trust Will (PDF 100 KB)
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A Trust is a legal structure which can be included as part of your Will and can offer increased asset protection for your loved ones. These types of Wills are called Trust Wills. We would always recommend that you consider the benefits of setting up a Trust as part of your Will. They are most commonly seen in the following circumstances:
Find out how much you could protect with our Trust Will calculator.
The calculator below tells you how much you could protect.
Usually, when making a Will, you name people that you would like to receive your estate when you die, known as your Beneficiaries. However, there may be circumstances where you would prefer that your estate doesn’t go directly to the beneficiaries when you die, but rather, that it is held on behalf of those beneficiaries in a particular way.
The people holding the assets on behalf of the beneficiaries are known as your Trustees. Trustees are nominated within the Will to administer the Trust on your behalf. For more information see Making a Will, Trusts and Trustees.
We offer the following types of Trust Wills to assist in different circumstances:
A Property Trust Will, sometimes referred to as a protective property trust, can provide greater peace of mind if you own a property and wish to best protect its value for future generations.
Who can benefit from a property trust will?
A Flexible Life Interest Trust Will can help if you have significant assets or investments as well as property, and wish to protect their value for future generations.
Who can benefit from a flexible life interest trust will?
A Discretionary Trust Will allows you to appoint trustees to manage inheritance on behalf of vulnerable loved ones who require assistance.
Who Can Benefit from a Discretionary Trust Will?
Our fixed fee cost includes one of the three types of Trusts listed above. Once we have provided you with a written quote for the agreed work to be done, that price will not change.
Get started with our online Wills service and you'll get a follow up call to answer any queries and finalise your Will.