Trust for a Vulnerable or Disabled Beneficiary — Solicitor-Drafted, Fixed Fee

Leaving money directly to a disabled or vulnerable person can disrupt means-tested supports and may not be managed in their best interests. This fixed-fee service drafts a trust that provides for them carefully, often using discretionary provisions and a letter of wishes.

We advise on protecting eligibility for relevant benefits, choosing and guiding trustees, any available CAT exemptions for incapacitated persons, and how the trust interacts with the Assisted Decision-Making (Capacity) Act framework, then draft the trust within or alongside your will.

It is for parents and families who want to secure the long-term care and financial wellbeing of a relative with a disability or other vulnerability.