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Will Trusts

Osborne Morris & Morgan > Wills, Probate & Powers of Attorney > Will Trusts

Protect your family with a Will Trust

Have your family circumstances changed or do you want to safeguard any inheritance?

You may want to consider including a Trust within your Will so that your assets are looked after by ‘Trustees’, to avoid anything passing onto someone you do not want to inherit.

Why set up a Will Trust?

By having a Will Trust in place, you have a legal arrangement which allows your assets such as property, to be looked after for the beneficiaries in your Will.

Other good reasons for setting up a Wills trust:

  • If beneficiaries are minors, the assets they inherit will be held on Trust for them until they reach 18 years of age and in your Will you can appoint Trustees to “look after” the assets
  • Assets are protected from children with problems, such as gambling or drug addictions
  • Avoid ‘sideways inheritance’- where the estate moves sideways to the new partner, rather than down the generation to the children
  • To protect a loved one who is unable to manage their own affairs due to disability or illness
  • It can help to reduce the amount of Inheritance Tax 

How we can help you

Our specialist team in Leighton Buzzard can advise on the creation of trusts, as well as all aspects of trust administration, including:

  • Setting up the Trust & tailoring it to your needs
  • Preparing the Trust documents
  • Run the Trust if necessary
  • Appointing or removing trustees
  • Acting as a trustee on your behalf

You can trust Osborne Morris & Morgan

We take the time to get to know you and your affairs and treat every case with great sensitivity and care. If you choose to use us as your professional trustee solicitors, we can help you with:

  • Decision making
  • Bill payments & other home finances
  • Conveyancing processes
  • Helping other trustees to make decisions
  • Tax returns



Did you know?

We can also help you with making a Will, Inheritance Tax Planning, Deputyship Services, as well as many other Wills, Probate and Lasting Power of Attorney matters.

We are here to help

At Osborne Morris & Morgan, we are a friendly team of award-winning legal professionals, who are nationally recognised experts in our fields.

We offer specialist legal advice in Personal Injury, Medical Negligence, Wills, Trusts & Probate, Court of Protection and Conveyancing. 

Whatever your needs or circumstances, our solicitors can make a difference.

Speak to our specialist Wills, Probate & Powers of Attorney team today.

Either call us on 01525 378177

or complete the contact form opposite.

Send us an email


Our Wills, Probate & Powers of Attorney Team

Sarah Crook
Sarah Crook
Chartered Legal Executive

Head of department

Sarah Crook
Sarah Crook
Chartered Legal Executive
See all the Wills, Probate & Powers of Attorney Team

Contact Us

Contact a member of the Wills, Probate & Powers of Attorney team today

01525 378 177

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Accreditations & Awards

SME Luton Beds Business Award_Winner_2019Awards Night 2019In May of this year, we won the title of ‘Leighton Buzzard Business of the Year 2019’ at the SME Luton & Bedfordshire Business Awards.

We were delighted to receive the ‘Leighton Buzzard Business of the Year’ award for our dedication to providing the highest standards of client care whilst building strong links with the local community, supporting local charities and connecting businesses together.

Lexcel Law Society Accredited Certainty the National Will Register
Law Society Conveyancing Quality Accredited
Clinical Negligence Accredited - The Law Society
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Top Ranked Chambers UK 2015
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