Trustpilot
Trust Wills
A Will with a trust built in, from £200, with free home visits across Greater Manchester.
A Trust Will contains everything a Basic Will does, plus one or more trusts, such as a life interest trust, a discretionary trust or a disabled person’s trust. The trust gives you greater control over how your assets are managed and who ultimately receives them. I draft every Trust Will personally, and I send it within 7 days of receiving everything I need from you.
Not sure you need a trust? Ask in your free, no-obligation consultation. Your fee is agreed and fixed before you commit to anything.
How much does a Trust Will cost?
Single Trust Will
£200
One Will with a trust, drafted for you.
Included in the service: –
- A consultation at your home, by telephone or by video call
- Advice on when and how each protected beneficiary receives their inheritance, and the powers your trustees will need
- A Will drafted for your circumstances, not generated from a template
- Your Will ready within 7 days of my receiving everything I need from you.
Trust Wills for a couple
£300 for both
Two Trust Wills drafted in similar terms, one for each of you.
Included in the service: –
- A consultation at your home, by telephone or by video call
- Advice on when and how each protected beneficiary receives their inheritance, and the powers your trustees will need
- A Will drafted for your circumstances, not generated from a template
- Your Will ready within 7 days of my receiving everything I need from you.
Getting the timing of each inheritance and the trustees’ powers right is what makes a trust work in practice.
Often added to a Trust Will: a Letter of Wishes (£20) to guide your trustees, and a Notice of Severance (£20) if you own your home jointly. See the FAQs below.
See why clients trust Wise Owl Wills
Read what clients say about the clear advice, personal service and reassurance they received when putting their plans in place.
Excellent
Trustpilot
about 12 days ago
Stephen at Wise Owl Wills
We asked Stephen at Wise Owl Wills to prepare our mirror Wills and a letter of wishes. He listened carefully to what we wanted, explained our options clearly and helped us put our wishes into words. Stephen explained how the Wills would provide for each other and our family, and how the letter of wishes could offer additional guidance alongside them. We appreciated having time to ask questions and discuss the details. The personal service made the whole process straightforward and reassuring. We would recommend Wise Owl Wills to couples looking for professionally drafted Wills and thoughtful, practical guidance.
about 1 month ago
A great mirror will service
Me and my partner used Wise Owl Wills for our mirror Wills and a Lasting Power of Attorney. Stephen explained everything in a way that was easy to understand and never made us feel rushed or pressured. The price was agreed beforehand, so we knew exactly what we were paying. Everything was sorted quickly and professionally, and we now feel much happier knowing our affairs are in order. I would definitely recommend Wise Owl Wills to anyone in Denton or Greater Manchester.
about 1 month ago
An excellent personal service could…
An excellent personal service could recommend enough
about 1 month ago
Stephen at Wise Owl Wills prepared both…
Stephen at Wise Owl Wills prepared both my Will and Lasting power of attorney making whole process straightforward easy to understand explaining options clearly and answered questions ensured documents reflected my wishes. He was professional throughout thorough and reassuring. I now have peace of mind knowing that my family provided for and that right people can make appropriate decisions for me if needed. I would highly recommend Wise Owl Wills.
about 1 month ago
Wise Owls wills great help
We found the writing of the will very helpful and was given advice on how to put in our wishes.Found the whole experience stress free and would recommend them to our friends.
about 1 month ago
Easy communication
Easy communication, professionally written wills covering all of the technical issues necessary. Pleased with the price and the result.
Who a Trust Will is right for
A Trust Will is usually worth considering if you want to:
- provide for your spouse or partner for the rest of their life, while making sure what remains passes to your children afterwards
- guarantee that your own children, including children from an earlier relationship, ultimately receive your share of your estate, even if your partner survives you
- provide for a disabled or vulnerable beneficiary, particularly one who receives means-tested benefits or may struggle to manage money
- leave money to younger beneficiaries, with control over when and how they receive it
- take steps to reduce how much your estate might be required to pay towards potential future care fees
A blended family does not automatically need a trust. A couple can simply leave their shares to each other and then each to their own children. A trust is needed only if you want to guarantee where your share ends up. If none of these points apply to you, a Basic Will or Mirror Wills may be all you need, and I will always tell you honestly which option fits your circumstances.
How to get a Trust Will written in three simple steps
1. Tell me what you need
Call me or send a message through my contact page, and I will arrange a convenient, no-obligation consultation.
2. Talk through your choices
We talk through your wishes at your home, or by telephone or by video call, and I explain anything that needs explaining before you decide.
3. Your Will is personally prepared
I send your documents within 7 days of receiving everything that I need from you.
A local Trust Will writer, with free home visits across Greater Manchester
Who will write your Will
Wise Owl Wills was founded by Stephen Rhodes, who was called to the Bar in 1999 and has 27 years of legal experience. Having drafted Wills and dealt with disputes arising from poorly prepared or unclear Wills, Stephen understands both how these important documents should be prepared and what can go wrong when someone’s wishes are not expressed properly. You deal directly with Stephen throughout, from your first conversation to the completion of your documents.
Trust Wills: frequently asked questions
Will a Trust Will make things harder for my executors?
No, not if it is drafted properly. A well-drafted Trust Will sets out clear, workable instructions for your trustees to follow, which makes their role more straightforward, not more difficult. The complexity lies in getting the drafting right at the outset, which is my job, not something your executors need to work out for themselves later.
Do I need a trust if I have children from an earlier relationship?
Not necessarily. You and your partner could simply leave your shares to each other first, and then each to your own children. The risk is that the survivor is free to change their Will after the first death. If you want to guarantee that your own children ultimately receive your share, a trust is the way to do it.
What is a Letter of Wishes, and do I need one?
A Letter of Wishes sits alongside your Will and tells your trustees, informally, how you would like them to use their powers, for example when a young beneficiary should receive money. It is not legally binding, but it gives your trustees valuable guidance. It is often useful with a discretionary trust, and costs £20.
Do I need a Notice of Severance?
Possibly, if you own your home jointly. If you own it as joint tenants, your share passes automatically to the other owner when you die, regardless of your Will, so a trust in your Will cannot apply to it. A Notice of Severance changes the ownership so your share passes under your Will instead. I will check how your home is owned at your consultation. It costs £20.
Can we have Trust Wills as a couple?
Yes. A pair of Trust Wills for a couple costs £300 for both. The Wills are drafted in similar terms, but they do not have to be identical, and one of you can include a trust even if the other does not.
Learn more about specific types of trust
Each type of trust suits different circumstances. If you want to understand more before your consultation, these guides go into further detail:
Ready to get your Trust Will?
Book a free, no-obligation consultation or call me today. If you are not sure a trust is right for you, that is exactly what the consultation is for. Your fixed fee is agreed before you commit to anything.
TrustpilotNo obligation. Tell me what you need and I will explain the suitable options and costs before you decide. All information you provide is treated confidentially, and I aim to respond within one working day.