A professionally drafted, vetted and legally checked Discretionary Trust Will giving you maximum protection for your family, your assets and your legacy. From just £525 all inclusive.
Discretionary Trust Single WillFrom£525All inclusive
Members & Regulated by the Society of Will Writers
Every Will Vetted & Legally Checked
£2.5M Professional Indemnity Insurance
What Is a Discretionary Trust Will
The highest level of Will protection available
A Discretionary Trust Will includes everything in a Complex Will plus a discretionary trust written directly into the Will itself. This gives named trustees full flexibility to distribute your assets as circumstances change, offering the maximum level of protection for your estate and your family.
It is particularly powerful for protecting assets from care home fee means testing, shielding your estate from future divorce settlements affecting your beneficiaries, and providing for vulnerable loved ones who cannot manage finances independently.
Not sure if you need a Discretionary Trust Will or a Complex Will? Your consultant will guide you to the right option during your free consultation. You will never be recommended a higher tier than your circumstances genuinely require.
Everything in a Complex Will
All Complex Will features included, property trusts, blended family provisions, conditional gifts, business succession planning and Inheritance Tax considerations.
Discretionary Trust Written Into Will
A fully drafted discretionary trust built directly into your Will, giving trustees maximum flexibility to distribute assets as circumstances change after your death.
Named Trustees and Letter of Wishes
Named trustees appointed to manage the trust. A Letter of Wishes guides them on your intentions, giving you control even after you are gone.
Protection for Vulnerable Beneficiaries
Assets held in trust for beneficiaries who cannot manage finances independently, protecting them without disqualifying them from means tested benefits.
Care Home Fee Protection
Assets passing into trust rather than directly to a beneficiary may not be assessed as their personal assets for care fee means testing, protecting your estate for your family.
Shields Assets from Divorce Settlements
Assets held in trust are not directly owned by beneficiaries, providing a layer of protection if a beneficiary goes through a divorce after your death.
Vetting and All Legal Checks
Every document independently verified, vetting and all legal checks completed as standard. Professional indemnity up to £2.5 million per document.
Secure Safekeeping
Your original Will held in secure physical storage for the first 12 months. Continues as long as your Legacy Protection Membership remains active.
Transparent Pricing
Clear, fixed prices, no surprises
✦ Every price is all-inclusive, drafting, vetting and all legal checks, National Will Registration and secure safekeeping for the first 12 months included as standard. Your consultant will recommend the right option for your circumstances, you will never pay more than the price shown for your recommended tier.
Four easy steps from first call to protected future. We are with you every step of the way.
1
Free Consultation
A relaxed, no obligation conversation to understand your family, wishes and goals. No jargon, no pressure. Online or by phone, with home visits available on request (dependent on location).
2
Tailored Proposal
We send a clear plan and a fixed-fee quote with no hidden costs. Everything explained in plain English. You decide if and when to proceed.
3
Draft and Review
Your documents are drafted by specialists, independently vetted and all legal checks completed, reviewed together until they perfectly capture your intentions.
4
Signed and Secure
Documents executed correctly, registered on the National Will Register and stored securely with the SWW National Will Archive, with executor cards and a safe custody certificate, so your Will can always be found when it is needed.
Why Choose Swift Legacy
Maximum Will protection, without the solicitor price tag
The same professionally drafted, vetted and legally checked Discretionary Trust Will as a solicitor, at a fraction of the cost. All prices include VAT. No hidden extras. Ever.
✦ Swift LegacyDiscretionary Trust Single WillFrom £525Solicitors charge: From £800 to £2,500+
✦ Swift LegacyMirror Discretionary Trust Wills for CouplesFrom £895Solicitors charge: From £1,500 to £5,000+
✦ All Prices Include VAT
No VAT added on top. What you see is exactly what you pay.
✦ Free Consultation
No obligation. No pressure. Available online, by phone, or face to face on request, depending on location.
✦ Vetted and Legally Checked
Every Will vetted and all legal checks completed as standard.
✦ Fixed Fees Always
No hidden extras. No hourly rates. No surprises. Ever.
Always Included
Every document. Every time.
No hidden extras. Every Swift Legacy Discretionary Trust Will includes the following as standard, included in the price you see.
Drafted, Vetted and Legally Checked
Every document independently verified, vetting and all legal checks included as standard. Professional indemnity up to £2.5 million per document.
National Will Register
Registered on the National Will Register, included as standard, no extra charge. Your Will can always be found when needed.
Secure Safekeeping
Your original Will held in secure physical storage for the first 12 months. Continues as long as your Legacy Protection Membership remains active.
Free Certified Certificates
Official confirmation of validity and storage included with every Will. Proof that your document is registered, stored and legally valid.
Ongoing Protection
Legacy Protection Membership
Legacy Protection Membership works like an insurance policy for your Will. It ensures your documents stay valid and up to date, safely stored and legally maintained, so when your family needs it most it is always there, always correct and always findable.
Single Membership
For Individuals
£9.99/month
Your will kept in secure safekeeping, registered and maintained at all times so your will can always be found
Free annual legal review, your Will stays current as your life changes
One free amendment per year, terms and conditions apply
20% discount off all future Swift Legacy services for life
Everything you need to know about our Discretionary Trust Will service.
If you die without a Will your estate passes under the rules of intestacy which may not reflect your wishes at all. Without a Discretionary Trust Will there is no protection against care home fees, no shielding of assets from divorce settlements and no provision for vulnerable beneficiaries who cannot manage finances independently. A Discretionary Trust Will ensures your estate is fully protected and distributed exactly as you intend.
A Discretionary Trust Will includes all Complex Will features plus a discretionary trust written directly into the Will. This gives named trustees full flexibility to distribute assets as circumstances change, protecting your estate from care home fees, divorce settlements and providing for vulnerable beneficiaries who cannot manage finances independently. It is the highest level of Will protection available.
A Discretionary Trust Single Will costs £525 all inclusive. Mirror Discretionary Trust Wills for couples cost £895 all inclusive. Both prices include VAT, drafting, vetting and all legal checks, National Will Registration and secure safekeeping for the first 12 months. No hidden fees, what you see is exactly what you pay.
A Discretionary Trust Will places your assets into a trust managed by named trustees. Because the assets pass into trust rather than directly to a beneficiary they may not be assessed as that beneficiary's personal assets for care fee means testing purposes. This can help protect your estate for your children and family rather than having it consumed by care home costs. Your consultant will explain the full details during your free consultation.
Most Discretionary Trust Wills are drafted and ready for signing within 14 to 21 working days of your consultation. An express service is available if you need your documents more urgently, please ask during your consultation.
Yes. If you need your Will more urgently an express service is available for £80 as an add-on. Your documents are prioritised and completed sooner. Please ask during your free consultation and we will confirm the timeframe.
Legacy Protection Membership works like an insurance policy for your Will. It ensures your documents stay valid and up to date, safely stored and legally maintained so when your family needs it most it is always there, always correct and always findable. From just £9.99 per month for a single or £14.99 per month for couples.
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