Top 2 of 2 law firms for Testamentary Trusts, Wills, Trusts & Probate | Todmorden, West Yorkshire

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Testamentary trusts cover trusts created by a person’s will that take effect after their death. A solicitor practicing in this area drafts, reviews and refines the will to set up the trust, appoints or executors and trustees, defines who benefits and how distributions are made, and sets any powers or restrictions on trustees. They also help with registering the trust for tax purposes, advise on IHT and other taxes, and handle the arrival of assets into the trust on death, liaising with executors and beneficiaries throughout the process.

Why this work is usually handled by a solicitor

A testamentary trust is created by a will and managed by trustees after death. A solicitor provides professional oversight, ensures the trust terms are clear and enforceable, coordinates the transfer of assets into the trust, addresses tax implications, and handles regulatory requirements such as safeguarding client funds and reporting to the appropriate tax authorities.

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4.8 296 Reviews

93%

Value for money

94%

Success rate

94%

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Karen Woods

Tagged solicitor Karen Woods

My family and I used Russell & Russell for the sale of our late mother’s property. Karen Woods and her team provided an excellent service. They were supportive, approachable and always responded quickly to questions and queries. The online portal was easy to use and aided the smooth running of the conveyancing. I’d have no hesitation in using their service in the future or recommending them to others.

Review left by Jonathan Crossley

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