Your documents will have been forwarded to our Administration Team for the initial audit. They will contact you within the next 7 days to confirm receipt of your instruction. This will be by email in the first instance. Please let your consultant or the Administration Team know if you would prefer contact by phone or post rather than email.
You may also receive a Customer Service phone call to ensure you are satisfied with everything that we are doing for you.
After the initial audit has been completed your instruction shall be submitted to the Legal Services Team at Countrywide Tax & Trust Corporation who will commence the preparation of the Legal Trust Documents. They will issue a welcome letter confirming receipt of this instruction in approximately 3 weeks’ time.
Should any further information be required you will be contacted by either myself or my administration team.
We will ensure that you have an updated Last Will and Testament in place to deal with your estate outside of your Trust. The Will and Lasting Power of Attorney documents shall be issued to you approximately 28 days after this meeting. We highly recommend that you return signed documents back to Legacy Wills who will ensure that they have been correctly signed.
Once we have the correct signed documents for your Will & Lasting Power of Attorney they shall either be returned to you for your safekeeping or placed in our secure storage facility (dependent on products purchased). Please note that Legacy Wills do not offer a registration service for Lasting Power of Attorney documents. Please contact the Office of Public Guardians (OPG) direct for any registration who may charge for this.
Once your Trust and Land Registry documents have been drafted these shall be issued to you by recorded delivery post. Please ensure that these are signed and returned to the office in a timely manner. Any original documents collected at my first meeting shall also be returned to you with the Trust documents however if for some reason the original paperwork cannot be returned at this stage they will be sent once your Trust has been registered by recorded post. Please note that due to complexities involved in preparing the legal documents it may take up to 8 to 12 weeks to have these issued. We shall keep you updated with the progress of your documents. It is important that your documents are signed correctly and returned to us as soon as possible to ensure the Trust registration is completed.
Once the signed Trust paperwork has been received by the Legal Services team they will proceed with transferring your chosen assets into your Trust, including the transfer of your home into the names of your chosen Trustees. Please note that HMLR may write to you to confirm your consent to the transfer – this consent document will need to be signed and returned to the local office dealing with your case. The registration of your Trust will require an update on your property Title.
Once Legacy Wills have received the completion notice from the Land Registry to confirm the registration of your Trust we shall either issue the signed Trust documents to you for safekeeping or they shall be placed in our secure storage facility ( dependent on products purchased).
For any documents placed in our secure storage facility you shall be issued with a Certificate to confirm the documents that we hold. Please note that this will only be issued once the Trust has completed.
How to contact Legacy Wills & Estate Planning
Contact your personal Trust & Estate Planning Consultant on the number on the Business Card.
Please call the office on 0345 2600 600 and ask for the Trust & Estate Planning Administration Department