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A Testament Trust Plan is a method of trust planning which involves passing on an inheritance to beneficiaries who cannot yet handle their finances.

Our Trust specialists can help you include a Family Protection Trust in your will. This will ensure that children can benefit from a Trust Fund that holds the money until they become an adult, or reach another age which you can specify in the Trust instructions.

If you want to set up a Trust to ensure that young children benefit from your estate, our experienced Trust specialists can help you.

Setting up a Trust plan

When you set up a Trust plan, there are a few things you need to include. These are:

  • The name of the beneficiary.
  • The name of the Trustee.
  • What assets will be in the Trust.
  • When the beneficiary can access the assets.

Our Trust specialists will be able to ensure that your instructions are clear, concise, and legally compliant.

After you die, the Trust you have detailed in your will is set up when your estate is settled. This means that beneficiaries will benefit from your inheritance when they reach an age when they can manage it.

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Other services from Jones Whyte

Our team of Estate Planning specialists offers all sorts of services to manage your estate. These include:

Contact Jones Whyte today and begin planning your estate.

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Our expert Wills, Trusts and Estates solicitors can help you structure your estate in the best way to protect your wealth for the future, provide for your loved ones and minimise tax.

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