Trust Will Writers
Expert Legal Advice for Will with a trust
Will with a Trust Legal Services
Your Will is the legal document you make to ensure that your wishes in relation to your property, including your body, are carried out after your death; see Wills for our basic will product and a description of its circumstances.
A trust is a useful mechanism in English and Welsh law (not all legal systems allow the concept) by which that ‘trustees’ hold something (e.g. land or money – or anything else!) for the benefit of someone else, called the “Beneficiaries” of the trust. There is more detail of the basic concept in Declaration of Trust.
Combining these two concepts, such that some of your property is placed into a trust or trusts on your death, allows greater flexibility and control than might be possible for our simple will product. For example, it might be possible for some of your property to be held for someone else’s use during that person’s lifetime, and then, after that person dies, for that property to go to some other destination, e.g. a younger generation. As well as being more flexible than making simple absolute gifts from your estate, this kind of arrangement can be highly tax effective.
Our Team of Specialist Solicitors
“Having worked at Mounteney Solicitors since 2014, I am privileged to work with a dedicated and empathetic team of professionals. As a Probate Lawyer/Practitioner, I see clients at the most vulnerable time and take pride in the opportunity to make a difference to them. This is why, I and my team offer a friendly and professional service , navigating clients through this difficult period, ensuring that our fixed fee service is both fair and representative of the work required. I am committed to providing a hands-on service in all areas of work, from large estate administrations to the simplest of Wills. With a wealth of experience in all aspects of Estate Planning and Probate, I will ensure that you receive a service that is second to none, so if you are looking for assistance in this area, I would be delighted talk to you.”
How long will it take?
We don’t generally do anything for new clients until our process of client retention has concluded – this involves agreeing the scope of what we are doing for the price (our terms are below), setting-up our client record, and producing the bill (payment in advance is required for all new clients).
After that, the production of the will is a job that we can undertake in a few hours once we can schedule it in our workflow, that can depend on how busy we are at any particular time. We would not usually take-on a job for which we could not engage within about a working week.
Money Matters
This service is a specialised legal service for estate planning, specifically involving a will with a trust. This type of service is designed for individuals who need more control over their assets after their death than a basic will can provide. While a standard will simply dictates how assets are distributed immediately, a will with a trust requires ongoing administration by the appointed trustees. It is a more complex legal arrangement, which is why specialised legal services, like the one described, are needed.
Single Trust Will (£600)
Our Single Will Trust service provides a professional solution for protecting your assets and managing how they are inherited by your beneficiaries. This service is provided for a fixed professional fee plus VAT, ensuring your estate is structured according to your specific wishes.
Mirror Trust Will (£1,050)
Our Mirror Trust Will service provides a coordinated estate plan for couples looking to protect their shared assets and provide for their beneficiaries. This integrated solution is provided for a fixed professional fee plus VAT, ensuring both documents are perfectly aligned to secure your family’s future.
Will Bundle (£1,290)
For our Will Bundle services, which includes Severance plus Trust wills, we charge £1290 + VAT.
Family Will Plan (£3,140)
For our Family Will plan services, which includes Severance, Trust Wills and both LPA, we charge £3140 + VAT.
Protection Bundle - Single (£1,450)
For our Protection Bundle services, which includes Simple will plus both registered Lasting Powers of Attorney, we charge:
Single £1450 + VAT.
Protection Bundle - Couple (£2,690)
For our Protection Bundle services, which includes Simple will plus both registered Lasting Powers of Attorney, we charge:
Couple £2690 + VAT.
Your supplier is SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim
There is more info about our fees here
If you have any questions, require any further information, or would like to engage us on the T&Cs linked Our Terms in the footer below, please don’t hesitate to Contact Us.
Contact our Will with a Trust Solicitors
Planning for the future means protecting the people and things that matter most to you and for many families, this means setting up a Will that includes a trust. At Mounteney Solicitors, our dedicated Estate Administration solicitors are here to guide you through your options and draft a clear, robust Will that gives you complete peace of mind.
As a leading firm of solicitors in Stockport, we understand that every family is unique, so we tailor every trust Will to suit your personal circumstances. You will receive practical, professional advice at every stage and we will always make sure you fully understand how your trust works and what it means for your loved ones in future.
With offices in Hazel Grove, Heald Green, Bramhall and Cheadle, our personal solicitors are here for families across Cheshire and the surrounding areas. We also offer remote appointments if you would rather discuss your Will from the comfort of your own home.
Start planning for tomorrow today. Contact our Will writing solicitors to speak to one of our friendly Wills and Trusts experts about the best way to protect your family and your assets. Call us, send us an email or visit your local office — we look forward to helping you plan with confidence.
