When dealing with probate and estate administration, the legal processes and jargon can be complex and overwhelming for your clients. There could be a Trust in the Will, and they may have to make a Deed of Appointment.
Kings Court Trust’s latest blog answers some frequently asked questions about making a Deed of Appointment. As well as outlining Trusts in Wills, the blog covers:
- The definition of a Deed of Appointment
- Deeds of Appointment to allocate assets in a Discretionary Trust
- Deeds of Appointment to assign a new Trustee
- Whether Trustees require a Deed of Appointment
- The contents of a Deed of Appointment
Kings Court Trust is an award-winning estate administration provider that takes care of the practicalities after death. Their full suite of estate administration solutions is designed to support all families. By providing free, practical advice on the next steps following a bereavement, they can support your clients and add value to your business.
- Authorised and regulated by the Institute of Chartered Accountants in England & Wales (ICAEW)
- Trusted provider of estate administration for large UK-listed companies
- Offer a generous referral fee for referrals that result in business
- Provide access to a unique portal for support and updates on cases
- Fixed and transparent pricing
- Free, secure document storage for important client documents
- In-house legal and tax experts to advise on any situation
The Kings Court Trust model is also geared towards the introduction of potential new clients. Provided that consent is given by the beneficiaries of an estate, they’ll introduce them back to your business to help you grow your client base.
This article was submitted to be published by Kings Court Trust as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.