Living Trusts
You're looking for help with Living Trusts - you're in the right place. Congratulations on deciding to explore setting up a Living Trust, a legal arrangement that protects your assets whilst you are alive, unlike a will which only becomes effective upon your passing.
The cost of leaving it to probate
A will alone does one job: it tells a probate court what you wanted. It does not protect your assets while you are alive, and it does not stop the courtroom queue when you are not.
Probate in England and Wales now routinely takes nine to eighteen months. During that time, accounts are frozen, property cannot be sold, and the people you intended to support - a partner needing income, a child needing fees paid - wait. Every step is public, every figure is on the record, every contested clause is fought in the open.
If the surviving partner later remarries, co-habits, or loses capacity, the assets that passed to them outright are no longer ring-fenced for the children or grandchildren you originally chose. A Living Trust holds capital outside that chain - controlled by trustees you appoint, on terms you set, while you are still alive to refine them.
This isn't about avoiding inheritance. It's about making sure the path it travels is one you designed, not one the law defaults to in your absence.
Why Is a Living Trust So Important?
Protects your assets during your lifetime. Mental or physical incapacity can happen at any age and with no warning. A Living Trust helps you plan for 'what ifs', giving you greater control and peace of mind.
Avoid the often lengthy, costly, and public process of probate. Assets in a Living Trust can be transferred directly to your beneficiaries without going through probate - saving them time, money, and stress.
What Happens If You Don't Have a Living Trust?
Should your partner re-marry or co-habit after you've passed, this can impact upon your family's inheritance.
The transference of your assets will automatically go through the lengthy, stressful, public, and often expensive process of probate.
How Can Inheritance Made Simple Help?
Our team of specialist consultants will help guide you through the process of setting up a Living Trust. We pride ourselves on being exceptionally friendly, knowledgeable, and cost effective, whilst still providing a quick turn-around time.
Complete the Discovery first - then we'll book your free 30-minute consultation.
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The path is simple: complete the Discovery first so we walk into the call already knowing the facts. Then in 30 focused minutes, I listen, answer your questions, and you choose if you'd like us to draw up your Inheritance Plan.
1. Start Your Discovery
Required first step. Complete the confidential financial position review so your no-obligation 30-minute consultation starts with the facts, not the basics.
2. Request a Callback
Prefer to speak first? Leave your details and we'll call you back to talk through the Discovery before you complete it.
You choose the date, time, and format - phone or online. Bring anyone you'd like.