Living Trusts

Lifetime Living Trusts are specifically tailored to protect your assets for you during your lifetime. They give you the peace of mind that your estate can be passed on securely and intact to your spouse, your children, and their bloodline, or other named beneficiaries, after your death.

A Living Trust is a lot like a Will, in that you set out your wishes about your assets and your heirs.

However, a Will only becomes effective when you die and after the probate process.  A Living Trust is effective while you are still alive.

You can place many assets into a Living Trust, such as property, savings, and investments.

The Trustees will take control of the assets immediately, which can be very beneficial to you and your family in certain circumstances.

What’s included?
  1. Telephone consultation.
  2. Document completion.
  3. Postage.
  4. Three certified copies.
  5. Free lifetime storage of the master living trust, offsite and contained at a fire proof and water proof document storage facility. you can request the master at any time as and when it maybe needed.

All our trusts are legally binding and are custom prepared for you together with a guide to attestation but more importantly, an appointment and telephone/video signing service.

We book an appointment to suit you so that we can talk you through the signing and attestation service to avoid mistakes which are made regularly. We will explain the signing procedure in detail and check the documentation once it is electronically returned.

We call this a “virtual appointment” and it can be done by Microsoft Teams or Zoom for visual confirmation. We are your witnesses so there is no need to ask family or friends to witness your trust.

A virtual appointment is as good as us being there in person but at the fraction of a cost of attending a solicitor’s office and completing the same work on your behalf, everything is completed stress-free and at a safe distance in the comfort of your own home. We service only in England and Wales

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£199.00

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Further Information

What’s included?
  1. Telephone consultation.
  2. Document completion.
  3. Postage.
  4. Three certified copies of the trust.
  5. Free lifetime storage of the master trust, offsite and contained at a fire proof and water proof document storage facility. you can request the master trust at any time as and when it maybe needed.

All our trusts are legally binding and are custom prepared for you together with a guide to attestation but more importantly, an appointment and telephone/video signing service.

We book an appointment to suit you so that we can talk you through the signing and attestation service to avoid mistakes which are made regularly by others. We will explain the signing procedure in detail and check the documentation once it is electronically returned.

We call this a “virtual appointment” and it can be done by Microsoft Teams or Zoom, for visual confirmation. We are your witnesses so there is no need to ask family or friends to witness your will.

A virtual appointment is as good as us being there in person but at the fraction of a cost of attending a solicitor’s office and completing the same work on your behalf, everything is completed stress-free and at a safe distance in the comfort of your own home. We service only in England and Wales

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