A trust, a deed, or a plan.
Five kinds of matter share this questionnaire: recording who owns what share of a property, setting up a trust now, changing who inherits after a death, registering or running a trust that already exists, and a review of your estate and inheritance tax position. Choose one on the first step and only the questions that fit it are asked.
Your answers go to Aaron by email. Nothing is sent until you press Send on the last step, and the exact wording you are asked to agree to is on that step. Read the privacy policy (Legal Studio's website) (opens in a new tab), so you keep what you have typed.
Nothing leaves this page until you press Send on the last step, and sending it does not instruct Aaron. He confirms a fixed fee in writing first; the work starts only once you have agreed it.
Saves in this tab as you go. Closing the tab clears it. Prefer to talk it through instead? Call 01262 310 850, Monday to Friday, 9am to 5.30pm.
Prefer paper?
The same questions as a fillable PDF you can type into, save and email back, or print and post. Send section 01 on its own and that is enough to start.
- Declaration of trust, who owns what sharePDF · 10 pages
- Lifetime trust, setting one up nowPDF · 11 pages
- Registering a trust, registrationPDF · 12 pages
- Deed of variation, redirecting an inheritancePDF · 10 pages
- All nine forms