Trust Under Will
Trust Under Will is an arrangement created in an individual's will whereby, at his or her death, probate assets are turned over to a trustee to be managed for the benefit of his or her family or other beneficiaries for a specified period of time.
Benefits of this service include:
- Flexibility as it can be tailored to meet the needs of the beneficiaries as required.
- Peace of mind knowing that assets will be held strictly confidential by an impartial trustee.
- Confidence in a full-time professional who is available to help with the financial needs of the family.
- Sense of security with accurate management of assets and accounting-related records.