Wills with trusts
When a gift needs to be looked after.
Sometimes assets should be held for someone rather than handed over outright. A testamentary trust inside a will can do that.
Clear Will Writing is a specialist will-writing service and is not a firm of solicitors.
Start Your Enquiry
Tell us the basics about wills with testamentary trusts. We'll contact you to discuss what you need.
01 / Overview
What is a testamentary trust?
A testamentary trust is created by your will and only comes into effect after your death. Trustees you choose hold assets for the people you name, under the rules you set out.
Common reasons include providing for young children until they reach an age you choose, supporting a surviving partner while protecting the eventual inheritance for your children, or providing for a beneficiary who may need support managing money.
We explain trusts relevant to estate planning and include appropriate testamentary trusts within wills. We do not market complex lifetime tax-planning trusts, lifetime property transfer trusts or asset protection schemes. Where your circumstances need specialist tax or trust advice, we may recommend an appropriate independent professional.
What we will discuss
- Who the trustees should be
- Who benefits and when
- How long the trust should last
- Whether the provision is relevant at all
- When independent specialist advice is sensible
Where tax, property or complex trust questions arise, we may recommend that you take advice from an appropriate independent professional.
02 / Who this can suit
Common reasons people get in touch.
Young beneficiaries
Assets held until children reach an age you choose.
Second marriages
Provision for a partner during their life, with the remainder passing to your children.
Vulnerable beneficiaries
Where someone may need support managing an inheritance.
03 / How it works
A clear process from start to finish.
Step 1: Tell us about you
Start with a short enquiry and tell us what you need.
Step 2: We discuss your wishes
We identify the type of planning you need and gather the relevant information.
Step 3: We prepare your documents
Your documents are prepared from your instructions and circumstances.
Step 4: Review, sign and complete
We explain the signing requirements so the document is completed correctly.
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Explore ServiceReady to talk it through?
Start with a short enquiry. We'll explain the next step.
Clear Will Writing is a specialist will-writing service and is not a firm of solicitors.