Will Trusts

Will Trusts

Sometimes a simple Will won’t give you the outcome you need and a Trust in your will allows
you to be more specific in the way your estate will be distribute

There are events that happen after your death that a simple will cannot protect against such as
the remarriage of widowed spouse, care fees, divorce and debt with the use of a Trust written
into your will you can be safe in the knowledge that your wishes will be unaffected

The two most commons Wills I provide for customers are wills that provide an additional level of
certainty they are:

WILLS WITH DISCRETIONARY TRUST

These are a way of safeguarding inheritance and providing for people who are minors, disabled,
suffer with addiction, have financial difficulties or be vulnerable to abuse.

This type of trust means that the beneficiaries inheritance can be drip fed rather than in a lump
sum which is what a simple Will does

This safeguards any Means Tested benefits and the support that goes with them as
the claimant doesn’t have a large amount of savings in the bank putting them over the
threshold for support
Anyone who suffers with addiction whether that be Drink Drugs Gambling or even a
spending habit still gets the inheritance but in ways that this is a blessing not a curse
If in the awful circumstances that a beneficiary has debts the this isn’t their asset and can’t
be used to settle the debts as this remains a Trust asset

If anyone you want to benefit from your estate is affected by these issues then looking into a
Will with a Discretionary Trust is time well spent

Really personable, well organised, professional service. Even entertained our daughter during visits! Easy, stress free will writing experience would highly recommend.

- Ash, Wybunbury

Sharon was so helpful and friendly and guided me through the entire process of making and storing my will. I felt well informed and supported every step of the way and wouldn't hesitate to recommend her services.

- Calico, Nantwich

From start to finish Sharon was very efficient in her communication and professional in her manner. She was very amenable and flexible around our needs and completed our will in a timely manner. I have already recommended her to others!

- Louise, Wybunbury

Well I am so please with the response I have had from Sharon Harding this evening, great advice and lovely customer skills, the help offered for people in difficult circumstances is also outstanding and unbelievably helpful and generous. I will certainly be using Sharon’s help moving forward

- Rachel, Crewe