Trust for a Vulnerable or Disabled Beneficiary

A trust for a vulnerable or disabled beneficiary in Ireland provides carefully for a relative who may not be able to manage an inheritance, or whose means-tested supports could be affected. This service drafts a trust, often using discretionary provisions and a letter of wishes. A solicitor would advise on protecting eligibility for supports, choosing and guiding trustees, any available CAT exemptions and how the trust interacts with the Assisted Decision-Making (Capacity) Act framework.

The price shown is the full professional fee for the service as described, and any third-party or State fees are listed separately where they apply. If your matter needs more than this service covers, a solicitor would explain the options before any further work is done.

What’s included

• Advice on protecting eligibility for relevant supports
• Advice on choosing and guiding trustees
• Advice on any available CAT exemptions
• How the trust interacts with the capacity framework
• Drafting of the trust within or alongside your Will
• Self-complete template with guidance notes — you fill it in yourself
• Documents tailored to Irish law and your circumstances, delivered by email
• A written summary of the key points and anything you need to do afterwards

Who this is for

• Parents of a child with a disability
• Families caring for a vulnerable adult
• People with a relative who may not manage money
• Families planning long-term care

How it works

1. Find a solicitor through the Law Society of Ireland’s Find a Solicitor directory and send them the basic details and any existing documents or correspondence.
2. Complete a short questionnaire about your circumstances.
3. A solicitor would then advise on the structure and drafts the trust.
4. The completed work is delivered to you by email, with plain-English notes on what to do next.

Frequently asked questions

How much does a trust for a disabled beneficiary cost?

This page is a free guide — nothing on it is for sale. Solicitors set their own fees for this work and must give you a written costs estimate (a section 150 letter) before starting. Get quotes through the Law Society of Ireland’s Find a Solicitor directory.

Why not leave money directly?

A direct inheritance may affect means-tested supports and may not be managed in the person’s best interests.

Are there tax exemptions?

Some capital acquisitions tax exemptions may apply in certain cases involving incapacitated persons.

For more on Wills, probate and administering an estate, see our Wills & Probate in Ireland guide.

If you would like to be told when solicitor services are available again on this site, you can join our no-fee waiting list. To instruct a solicitor now, use the Law Society of Ireland’s Find a Solicitor directory.