Fortify Your Legacy
At Wealth Bequests, we take pride in offering comprehensive trust services tailored to your unique needs and goals. Our team of experienced professionals is dedicated to helping you navigate the complexities of trust creation and management with confidence and peace of mind. Whether you’re seeking to protect your assets, provide for your loved ones, or support charitable causes, we provide personalised guidance every step of the way.
With Wealth Bequests Trust services, you gain access to a wealth of expertise and support to ensure your wishes are executed precisely as intended. From drafting meticulous trust documents to selecting trustworthy trustees and navigating legal intricacies, we are committed to delivering solutions that align with your long-term financial objectives. Let us be your trusted partner in safeguarding your legacy and securing a brighter future for generations to come.
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Why Clients Choose Us
Consulting
Expert guidance for informed decisions and effective estate management.
Planning
Tailored strategies to secure your legacy and protect your assets.
Strategy
Precision planning to maximise wealth preservation and inheritance distribution.
Success
Achieving your estate planning goals with confidence and peace of mind.
Our Philosophy
At Wealth Bequests, we're all about making sure your stuff goes where you want it to go without any headaches. Let's chat about your goals and sort out the details together. Your legacy is important, and we're here to make sure it's in good hands.
Personalised Approach
We believe in a one-size-does-not-fit-all philosophy. Your situation is unique, and so is our approach. We tailor our services to match your specific needs and aspirations.
Streamlined Peace of Mind
Our philosophy centers around simplifying the complex world of estate planning. We aim to provide you with a streamlined and stress-free experience.
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Frequently Asked Questions
Still have questions about trusts? Explore our FAQ section for answers to common queries about crafting your legacy with Wealth Bequests.
A trust is a legal arrangement where a trustee holds assets on behalf of beneficiaries according to the terms specified in the trust document. It allows individuals to transfer assets to others while maintaining control over how and when those assets are distributed.
The trustee is responsible for managing the trust assets, following the instructions laid out in the trust document, and acting in the best interests of the beneficiaries. Trustees can be individuals, such as family members or professionals, or corporate entities, such as banks or trust companies. They are typically chosen based on their trustworthiness, financial acumen, and ability to fulfill their fiduciary duties.
Trusts offer various benefits, including asset protection, estate planning, privacy, and control over asset distribution. They can help minimise estate taxes, avoid probate, provide for minor or incapacitated beneficiaries, and protect assets from creditors and lawsuits.
To establish a trust, simply reach out to Wealth Bequests, where our team will guide you through the process. We’ll assist you in drafting a comprehensive trust document that specifies the trust’s terms, including details such as the settlor’s identity, trustee(s), beneficiaries, and directives for asset distribution. Our experts will ensure adherence to relevant legal requirements and formalities tailored to your specific jurisdiction and the type of trust you wish to create.
There are three main parties in a trust: the settlor (also known as the grantor or trustor), who creates the trust and transfers assets into it; the trustee, who manages the trust assets according to the trust terms; and the beneficiaries, who are entitled to receive benefits from the trust.
here are several types of trusts, each designed to serve specific purposes. Common types include revocable trusts, irrevocable trusts, living trusts, testamentary trusts, charitable trusts, special needs trusts, and asset protection trusts. The type of trust you choose depends on your goals and circumstances.