Educational blog: What is a Deed of Appointment in probate?

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

Click here to read the blog and share it with your clients.

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.

If you have any questions about probate, estate administration, or how you can work in partnership with Kings Court Trust, call them on 0333 207 5470 or email partners@kctrust.co.uk

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.

One Response

  1. It seems there is confusion around Probate and its execution. My understanding is Probate is a reserved activity ? My further uderstnaidn believes me to think that you would require more by way of P I (in excessof £5 M ). My real understanding of Probate and adminsitratoion is it requires a lot of administrative time and work – often by those with more specialist knowledge ? It is interesting to find so many working in their own world – who appears to know better due often to a lack of knowledge or in many cases those who donot know what the Real Question should be to get the proper answer. This includes those who have studied for it. So who can carry out Probate ?

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