Relationships built on trust

+01925 859 622

01925 859 622

  • 09:00 - 17:00

    Monday to Friday

  • Unit 7, Olympic Park

    Warrington, Cheshire, WA2 0YL

Lifetime Trusts

Contact Us

We are here to help. Get in touch to learn more about our services.

  • Office Address

Unit 7, Olympic Park, Olympic Way, Warrington, Cheshire, WA2 0YL

  • Opening Times

Monday – Friday: 09:00 – 17:00
Saturday – Sunday: Closed

  • Contact Number

Landline: 01925 859 622

  • Email Address

TrustDocs Training

At TrustDocs, we believe that our clients deserve the best possible service.


What are lifetime Trusts?

A Lifetime Trust is a type of Trust created before the client’s death, whilst they are still of full capacity to make decisions regarding the protection and management of their estate. Unlike a Will, which only becomes effective when the client is no longer eligible to make active decisions.

At TrustDocs we offer two types of Lifetime Trusts:

The Trusts have their own unique features and benefits, leaving it to you to favour one over the other based on your clients’ specific needs.

By offering a Lifetime Trust as part of your services, and using our service to draft the documentation, you will be able to provide your client peace of mind and long-term financial security.

How Can TrustDocs Help?


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Frequently Asked Questions

Can all Trusts gain access to the RNRB (Residence Nil Rate Band)?

More recent Trusts which allow amendments can normally access the RNRB if the client has reached their 10 year periodic charge and their estate surpasses the NRB (Nil Rate Band). The RNRB allows people to upgrade their Trust for tax purposes.