Wills and Trusts: Acting as Trustee

The Friendly Trust can act as a trustee to help administer a trust.
When we are appointed as a trustee in a will we visit the intended beneficiary to get to know him or her, and their situation. When the trust comes into effect visits would be more frequent, especially if there were particular issues to resolve.
We will administer the trust funds and work hard to ensure that the disabled beneficiary gets the maximum benefit possible from the trust as their relative intended.

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1

Get in Touch

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2

We'll get back to you

Once we have your details we will endeavour to get back to you within 48 hours.

3

Planning

Once we have spoken to you, we can help put together a personalised plan to help you in your situation.

Take the first step.

The most important step is to simply get in touch with us. Use the form to let us know you need our help.

© 2016 The Friendly Trust - Registered Charity No. 1084265, Company No. 3608297