How to sign your Trust

FAMILY PROBATE PRESERVATION PLUS TRUST

The named client on the document in most cases will need to sign this document TWICE:

  • As the Settlor
  • As their own Trustee

Any other nominated Trustee(s) will also sign

All signatures to be witnessed. .  Please note that the witness must be over 18, must be deemed to have mental capacity and cannot be a settlor, trustee or beneficiary or be married to one of them.

IMPORTANT: The signing space for Countrywide should be left blank.

How to sign your Trust

DECLARATION OF TRUST

Please sign on the last page of each deed. You will need to sign against your name. Your signature needs to be witnessed by an independent witness.  Please note that the witness must be over 18, must be deemed to have mental capacity and cannot be a settlor, trustee or beneficiary or be married to one of them.

IMPORTANT: This document shouldn’t be dated anywhere.

 

How to sign your Trust

MEMORANDUM OF WISHES

This is essentially the Letter of Wishes, which CAN be dated when signed – there will be one per client.

How to sign your Trust

RX1 – LAND REGISTRY

Please sign ALL 3 copies in section 11 only (these forms do not need to be witnessed)

 

TR1 – LAND REGISTRY

Please sign in section 12 only – witness required for each client,. Your signature needs to be witnessed by an independent witness.  Please note that the witness must be over 18, must be deemed to have mental capacity and cannot be a settlor, trustee or beneficiary or be married to one of them.

PLEASE DO NOT SIGN THESE DOCUMENTS IF YOU ARE UNSURE ABOUT ANYTHING. PLEASE CONTACT LEGACY WILLS & ESTATE PLANNING FOR ASSISTANCE.

Testimonials

Very helpful, courteous and efficient - just what I wanted I did not want to be talked down to, or told what to do - and they were just what I was looking for - professional and efficient

David Blake, Feb 11 2017

The team at legacy wills have been very helpful and extremely courteous when talking through the full process with me. Would highly recommend.

Miss Jane Adiller, November 3

I found the advisor extremely helpful, explaining clearly any points which I was unsure about. I received my Will some days later and was pleased that the company followed up to check that I was happy with it. I did not feel pressured in any way and I would recommend this company to anyone wishing for a straightforward and efficient service.

Linda Leary, November 3

Legacy wills explained every step very clearly and anything you forgot to ask they encouraged you to contact them, they also made you feel that no question was to big or small they would always find the answer.

Juliet Patricia, December 3

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