Testamentary Trusts

The idea that estate planning and the use of testamentary trusts is for the "rich and wealthy" is wrong; most middle-class families will benefit significantly from the inclusion of testamentary trusts in their Wills.

You do not have to decide at the outset that you wish to have a testamentary trust as part of your Will.  It may be appropriate to simply initially prepare and consider your Will without giving details consideration to it.  You can then discuss with me and your financial advisers whether the use of one or more testamentary trust is going to be useful in your circumstances and with the objectives that you have.

There is some basic information that it is important to know about testamentary trusts - click here for the basics.

Read about the information requirements and checklist.